🛠 Tech Stack

💼 About This Role

You'll drive top-of-funnel activity and generate qualified opportunities for our sales team through inbound qualification and outbound prospecting. Your core impact will be building a predictable pipeline for a fast-growing fintech company. You'll join a mission to make financial advice better and more accessible.

🎯 What You'll Do

• Qualify inbound leads and route them to account owners.
• Drive high-volume outbound prospecting via phone, email, and LinkedIn.
• Execute weekly theme-based prospecting campaigns.
• Track activities and conversion metrics in Salesforce.

📋 Requirements

• At least 2 years of B2B sales experience in financial services, fintech, or SaaS.
• Comfort with high-volume phone-based prospecting and rejection resilience.
• Ability to quickly understand and explain complex product features simply.
• B.A./B.S. in Business, Marketing, or a relevant field.

✨ Nice to Have

• Experience at a fast-growing B2B startup.
• Experience selling to financial advisors or wealth management audiences.
• FINRA Series 7 and 63 licenses.

🎁 Benefits & Perks

• 🏖️ Hybrid work schedule with in-person collaboration.
• 🏢 Stunning office spaces in Culver City, San Francisco, and Dallas.
• 💰 Salary range $62,000-$90,000 USD.

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Role-specific Assessment· 60 min