Full-Time

Inside Sales Manager

Posted on 3/13/2025

PFM

PFM

501-1,000 employees

Financial services for asset management and advisory

Compensation Overview

$62.4k - $93.6kAnnually

+ Bonus

Senior

Remote in USA

Category
Inside Sales
Sales & Account Management
Required Skills
Sales
Lead Generation
Salesforce
Marketing
Data Analysis
Requirements
  • Bachelor’s Degree in Life Sciences, Business, Marketing, or related field.
  • 5 to 8 years of relevant professional consultative sales experience or lead generation experience selling SAAS solutions to pharma and biotech industries.
  • 0 to 3 years of experience working in a customer-facing role (e.g., internal and/or external).
  • 1 to 3 years of experience leading technical projects.
  • Strong problem-solving and analytical skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently as well as in a team environment.
  • Attention to detail and ability to produce high-quality work.
  • Ability to articulate ideas and write clear and concise reports.
Responsibilities
  • Spend 70% of time on outreach activities such as phone calls, emails, and LinkedIn messages to generate new leads and opportunities.
  • Dedicate 25% of time to reviewing, enriching, qualifying, and converting new lead records into contact records in Salesforce, with handoff to business development to continue nurturing the opportunity.
  • Spend 5% of time on continued learning of QuartzBio products and services, as well as competitors, and updating tactics used in lead pursuit.
  • Partner with the Business Development Directors to maintain a steady pipeline of qualified leads, ensuring alignment with organizational goals and KPIs.
  • Lead the development and implementation of nurture tactics to convert current and prior leads to new business wins, leveraging lead generation content and analytics to inform strategy.
  • Work closely with internal teams, including marketing, customer success, and product, to understand market needs, target personas, and key value propositions to properly engage and convert qualified leads.
  • Develop and implement nurture tactics to convert current and prior leads to new business wins, including through use of lead generation content.
  • Apply sales process and methods to present solutions to prospects, overcome objections and use persuasive selling techniques to convert leads to Sales Qualified Leads (SQLs) to prepare for handoff to BD Directors.
  • Manage the coordination of sales and business development calls with leadership, sales teams, and prospective customers, ensuring consistency and professionalism in communication.
  • Document all activity and maintain accurate forecasting / current status of pipeline within CRM to ensure the most accurate records of sales conversations, including key customer questions and next steps to advance sales opportunities.
  • Implement and execute territory planning to optimize performance against quota.
  • Assesses pipeline and reprioritizes sales activity as necessary to ensure monthly quotas can be met.
  • Identify potential clients and decision makers within the client organization, perform needs analysis.
  • Track team performance metrics, report insights to leadership, and implement data-driven improvements.
  • Analyze marketing and sales data to develop insights and make recommendations to optimize our marketing and lead nurturing processes.
  • Analyze, identify opportunities, and follow up with potential customers.
  • Follow up on all marketing leads and website inquiries to qualify leads.
  • Attend conferences, trade shows and meetings as required.
  • Maintain contacts and opportunities using Salesforce.com.
  • Ensure adherence to best practices and processes.
  • Communicate effectively with team members and stakeholders.
  • Take ownership of assigned tasks and projects.
  • Contribute innovative ideas to improve processes.
  • Understands work processes and the interdependencies.
  • Collaborate with cross-functional teams to achieve departmental goals.
  • Act as a liaison between inside sales and other departments, ensuring seamless integration of sales efforts with marketing, product, and customer success strategies.
  • Continuously improve technical skills and stay up to date with emerging technologies.
  • Contribute to strategic planning and decision-making.
  • Other responsibilities as assigned.
Desired Qualifications
  • Demonstrated experience with consultative sales approach, developing and qualifying prospect lists and making presentations to prospective clients to explain the business' products and services and their alignment with client needs.
  • Experience in SaaS-based products and well-versed in CRM systems, has strong experience in virtual communication platforms, and demonstrates a polished and professional presence.
  • Executes time-sensitive matters while maintaining accuracy and attention to detail.
  • Team player willing to collaborate and share knowledge.
  • Ability to think creatively and strategically and act tactically in a dynamic environment.
  • Must be self-directed and self-motivated to work at a highly technical level.

PFM provides a variety of financial services, focusing on asset management, financial advisory, and consulting. The firm helps clients, including governments, educational institutions, healthcare organizations, and non-profits, plan for their financial futures through services like investment advice and retirement planning. PFM operates mainly in the public finance sector, offering tailored financial solutions that cater to the specific needs of its diverse clientele. Unlike many competitors, PFM has specialized teams, such as those focused on transportation finance and economic consulting, which enhance their ability to develop effective financial strategies. The company's goal is to be a trusted partner in public finance by delivering customized solutions that address the unique challenges faced by their clients.

Company Size

501-1,000

Company Stage

Acquired

Total Funding

N/A

Headquarters

Philadelphia, Pennsylvania

Founded

1975

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for ESG solutions boosts PFM's sustainable investment offerings.
  • Public-private partnerships create new opportunities for PFM's transportation finance team.
  • Digital advisory platforms expand PFM's reach and complement traditional services.

What critics are saying

  • AI-driven advisory services threaten PFM's traditional business model.
  • U.S. Bancorp's acquisition may affect PFM's operational independence and client trust.
  • Failure to meet ESG standards could harm PFM's reputation in sustainable investing.

What makes PFM unique

  • PFM specializes in public finance, serving diverse clients like governments and nonprofits.
  • PFM offers tailored financial solutions, including ESG and transportation finance expertise.
  • PFM's client-focused approach ensures customized financial strategies for unique client needs.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Life Insurance

Disability Insurance

Parental Leave

Paid Vacation

Paid Sick Leave

Performance Bonus

Company News

DBusiness
Apr 19th, 2024
Brodie Killian Named a Director of PFM Financial Advisors in Ann Arbor

PFM Financial Advisors (PFMFA), an independent municipal advisor in Philadelphia, named Brodie Killian as a director in its Ann Arbor office.

The Independent Uganda
Mar 20th, 2024
ICPAU calls for proper accountability to enhance service delivery

The PFM was started last year to bring together accountants from both the private and public sectors to brainstorm on the country's stand regarding proper accounting practices.

PFM Intelligence
Sep 28th, 2023
PFM and Sodaclick Partner for Next-Gen Drive-Thru Experiences

In a landmark move that will redefine the European fast food industry, PFM Global Holding B.V. is pleased to announce a new partnership with Sodaclick Ltd. to introduce an AI-powered automated ordering system to its customers.

Ada Derana
Jul 19th, 2023
EU, AFD, and World Bank support strengthening Sri Lanka’s public finance management

In a statement, the World Bank said the grant of EUR 9.8 million for Public Finance Management aims to support improving economic governance, transparency, and accountability in how public finances are spent.

City of Mobile
Jan 31st, 2023
Annexation : City of Mobile

Currently, the City is working with PFM Group, a financial advice and consulting company, to conduct a third-party analysis of four study areas.