Sales Specialist
Core
Customer-facing sales role guiding SMEs through early-stage funding journeys to secure appropriate financial solutions.
Role type
Sales Specialist (Funding/Finance)
Builds
Financial products and funding solutions for small and medium-sized enterprises (SMEs)
Domain
Banking / Financial Services / Small Business
Deliverable
client delivery
Required skills
sales, customer service, communication, relationship building, troubleshooting, CRM management, data entry, trend analysis, independent work, time management, pressure management
Preferred skills
experience in telephones/sales/call centre, virtual team collaboration
Technologies
Salesforce
Responsibilities
managing inbound communications, proactively contacting prospective customers, supporting customers through the digital funding journey, assisting with deal processes, pitching lending products, maintaining CRM records, monitoring trends to identify quality prospects
Seniority
Individual Contributor