New Business Advisor

About the role:

Our ideal team member is an experienced sales professional with a consultative, value-based sales approach. You’re exceptionally comfortable being on video and have an innate ability to connect with small business owners from all walks of life and professions. You love talking with people and have experience running a high-velocity pipeline (<7 days from call to close). You have a knack for translating complex business and financial constructs, naturally communicating them clearly and accurately. You thrive in fast-paced sales cycles, can handle multiple requests, and believe in driving toward solutions for your prospects - you love that no two calls will be the same.

What you'll do: 

• Conduct video discovery with prospective members to determine qualification, initiate an exceptional relationship-building experience, and secure the prospect’s commitment to join.
• Provide value and guidance to prospective members based on their unique business attributes and financial needs.
• Own and manage a pipeline of both self-generated and pre-qualified leads through value-based, diligent follow-up. This includes calling, SMS, and email touchpoints.
• Partner with Marketing and Enablement on outbound targeting and cold outreach.
• Work collaboratively with Marketing and our Member Services Team on cross-functional projects to ensure the delivery of an exceptional member experience. (Setting client expectations, driving an amazing member experience)
• Ambitiously develop and execute new ideas for outbound prospecting, pipeline management, and networking strategies. 
• Prepare and deliver weekly reports to explain business results (conversion, feedback, lead source, etc.).

What you'll bring:

• 2-3+ years experience at a FinTech company (or related SaaS experience), Client Acquisition, and Business Development Experience.
• Consistent track record of overachieving sales quotas and targets. You’re really competitive and consistently need to be at the top of your team.
• High EQ, passion for our mission, highly-engaged self-starter, proactive & independent learner
• Empathic understanding of the challenges of being a small business owner.
• Excellent verbal and written communication skills via phone, SMS, email, and video.
• Exceptional organizational skills, data-centric approach, and attention to detail.
• Proven ability to launch successful outreach or other prospecting campaigns.

What we offer:

• Remote-Friendly Environment: Flexibility to work from home while staying connected to the team
• Health & Wellness: $200 quarterly reimbursement to support your well-being 
• Time Off: Flexible PTO plus 14 company holidays
• Comprehensive Coverage: 100% medical, dental, and vision for employees; 75% coverage for dependents
• Parental Leave: 16 weeks fully paid
• Retirement & Ownership: 401k plan plus an equity package
• Team Connection: Quarterly virtual events and an annual in-person summit
• Compensation Range: $80,000 + commission

We provide salary ranges for each role to give you a transparent view of potential compensation. Final offers are determined based on the skills, experience, and qualifications, as demonstrated throughout the interview process.

#LI-Remote