Full-Time

Marketing Development Representative

Marketing

Posted on 6/9/2025

finally

finally

201-500 employees

AI-driven, real-time financial management platform

No salary listed

Boca Raton, FL, USA

In Person

In-office role; must work from Boca Raton, FL; 9:00 AM–6:00 PM, Mon–Fri.

Category
Sales & Account Management (1)
Required Skills
Sales
Lead Generation
Requirements
  • Strong interpersonal and communication skills with the ability to build rapport quickly.
  • Self-motivated with a strong work ethic and the ability to thrive in a fast-paced, dynamic environment.
  • Excellent organizational and time management skills with the ability to prioritize tasks effectively.
  • Proficiency in CRM software and Microsoft Office Suite.
  • A persuasive and persistent demeanor, with the ability to handle objections and maintain a positive attitude.
Responsibilities
  • Lead Generation: Speaking to prospects who have come through our inbound channel, who are already qualified and know and have shown interest in finally.
  • Qualification: Conduct thorough research to understand the needs and pain points of prospective clients, qualify leads based on predefined criteria, and determine their readiness for the sales pipeline.
  • Relationship Building: Establish rapport with prospects through effective communication and active listening, nurturing relationships to enhance lead conversion rates.
  • Sales Enablement: Collaborate closely with the sales team to ensure seamless handover of qualified leads, providing them with comprehensive background information and insights to facilitate the sales process.
  • Pipeline Management: Maintain accurate and up-to-date records of lead interactions and progress using CRM software, tracking key metrics and performance indicators.
  • Lead Nurturing and Follow-up: Maintain ongoing communication with leads through follow-up emails, calls, and other touchpoints. Provide relevant information and resources to educate prospects and address their inquiries. Monitor and track lead interactions and progress in the CRM system to ensure timely follow-up and continuity in the sales process.
  • Continuous Improvement: Stay abreast of industry trends, competitor activities, and best practices in lead generation and sales development, proactively identifying opportunities for process enhancement.
  • Education: Participate in ongoing training programs and professional development activities to enhance sales skills and product knowledge.
  • Activity: Engaging, setting meetings with prospective customers via phone calls.
Desired Qualifications
  • Prior experience in sales, customer service, or lead generation is a plus, but not required.

Finally.com provides a financial management platform that consolidates business finance tasks into one place and integrates with existing business software. It uses AI to classify transactions in real time, enabling instant approvals and higher spending limits without personal guarantees, while offering robust fraud protection. The platform eliminates traditional expense reports by handling out-of-pocket reimbursements and user reporting, and it gives real-time insight reports for full visibility into a company’s finances. A Tax Compliance Calendar helps users track upcoming tax deadlines to stay compliant. The service is offered on a subscription basis. Overall, Finally.com helps businesses streamline back-office workflows, save time, and maintain financial control by combining transaction processing, reporting, and compliance in a single platform.

Company Size

201-500

Company Stage

Series B

Total Funding

$306.9M

Headquarters

Miami, Florida

Founded

2019

Simplify Jobs

Simplify's Take

What believers are saying

  • 300% annual revenue growth since March 2022 Series A serves 1,500+ businesses.
  • $200M Series B in 2024 from PeakSpan totals $305M funding for expansion.
  • Multi-product suite with AI insights competes effectively against Brex and Ramp.

What critics are saying

  • Ramp's superior cards capture SMBs, eroding Finally's 1,500 customers within 12 months.
  • $235M debt burdens margins with rising rates in 12-24 months.
  • QuickBooks' 80% share commoditizes Finally's AI automation in 6-12 months.

What makes finally unique

  • Finally's AI-powered ledger automates real-time transaction classification for SMBs.
  • Tax Compliance Calendar alerts users to deadlines, ensuring regulatory adherence.
  • Unified platform integrates bookkeeping, payroll, and corporate cards seamlessly.

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

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Employee Stock Purchase Plan

Paid Time Off

Paid Training

Growth & Insights and Company News

Headcount

6 month growth

4%

1 year growth

11%

2 year growth

6%
PYMNTS
Jan 9th, 2025
Zellis To Expand Ai-Powered Hr And Payroll Platform With Elementsuite Acquisition

Zellis said Thursday (Jan. 9) that it plans to create an end-to-end artificial intelligence (AI)-powered human resources (HR) and payroll platform by acquiring elementsuite. The acquisition will add elementsuite’s AI-enabled HR and workforce management (WFM) suite to Zellis’ payroll and HR platform that serves U.K.- and Ireland-based companies with more than 1,000 employees, Zellis said in a Thursday (Jan. 9) press release. The transaction is subject to customary closing conditions, according to the release

Business Wire
Sep 11th, 2024
finally raises $200M Series B with $50M equity and $150M credit facility

The AI-powered, all-in-one finance and HR suite, finally, today announced that it has closed a $50M Series B from PeakSpan Capital and $150M credit fa

PitchBook
Sep 9th, 2024
Bookkeeping startup Finally grabs $200M as AI bolsters enterprise fintech

Accounting platform Finally has raised a $200 million Series B, joining a crop of startups that have attracted investment by weaving AI into enterprise fintech software.

TechCrunch
Sep 9th, 2024
Miami-based AI bookkeeping startup Finally has raised another big round: $200M in equity and debt

The SMB-focused bookkeeping, accounting and finance startup Finally has raised $50 million in a Series B round of funding and secured a $150 million credit line, TechCrunch is the first to report.

Refresh Miami
May 1st, 2024
There’S Finally A Solution For Smb Accounting, And It’S Right Here In Miami

By Riley KaminerFelix Rodriguez comes from a family of small business owners. “Starting our own business was my family’s American dream,” he told Refresh Miami. “When I was growing up, I got a chance to see my dad and my uncles and aunts with their own businesses – and see the effect they had on the community.”Rodriguez himself got bit with the startup bug, having launched, scaled, and exited a diverse range of nine businesses – from a veterinarian platform to a marketing firm to a customer acquisition solution. The thread through all of these was Rodriguez’s deep understanding of the challenges facing SMBs. “SMBs need tools to solve immediate problems and provide immediate gratification,” he said, emphasizing the default need for startups to move fast. One of the main pain points: keeping an SMB’s financial house in order.“We’ve always had to have our books done,” Rodriguez asserted. “We always had to understand the levers

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