Sales Specialist (Dublin, CA or USA Remote)

SavvyMoney•Dublin, CA

2d•$80,000 - $90,000•Remote

About The Position

Sales Specialist (Dublin, CA or USA Remote) About SavvyMoney: SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to over 1,600+ bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 40 digital banking platforms. SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area" for 2023, and is an Inc. 5000 Fastest Growing Company. Our corporate offices are in Dublin, CA and we offer a hybrid work environment with some days at the corporate office and some days working from home. We are also open to remote candidates who can periodically travel to the office for in-person meetings. SavvyMoney is seeking a Sales Specialist to support the success of our New Sales Team while driving independent sales efforts. Reporting directly to the Sales Director, this role is responsible for assisting Sales Executives, qualifying leads, booking and conducting demos, managing follow-ups, and achieving a personal sales quota. This position is ideal for someone looking to gain hands-on sales experience in a high-growth, fast-paced environment while contributing to team success and growing their own pipeline.

Requirements

1–2 years of experience in sales, sales support, or business development, preferably in fintech, SaaS, or financial services.
Strong track record of meeting and exceeding sales quotas.
Experience in selling account opening solutions and related digital banking products.
Working knowledge of core banking systems and how they integrate with front-end digital experiences.
Exceptional communication, presentation, and negotiation skills.
Proficiency with Salesforce or similar CRM tools.
Demonstrated ability to work independently and collaboratively in a fast-paced environment.

Nice To Haves

Passionate about fintech and transforming the financial experience for consumers.
Collaborative and team-oriented while being proactive in independent sales efforts.
Analytical mindset with the ability to derive insights from data and market research.

Responsibilities

Assist Sales Executives by preparing sales materials and data for meetings and presentations (Proficiency in PowerPoint required).
Generate leads (15% of time) through proactive prospecting via LinkedIn, cold calling, and working with reseller partners.
Collaborate with Sales Executives to coordinate efforts on key accounts and share best practices.
Follow up on inbound leads to ensure they are qualified before progressing them through the pipeline.
Serve as a key point of contact for prospect follow-ups and coordination.
Own and manage a personal sales pipeline, from prospecting to close, ensuring alignment with individual and team quotas.
Conduct engaging and personalized product demos to prospective clients, effectively identifying needs and positioning SavvyMoney’s solutions.
Develop and execute follow-up strategies to nurture leads and move them through the sales funnel.
Attend partner and industry trade shows to support the sales team and drive new business opportunities.
Consistently meet or exceed individual sales quotas, contributing to overall team targets.
Maintain accurate records in Salesforce, tracking all interactions, leads, and opportunities.
Use Salesforce data to analyze personal sales performance, identify areas for improvement, and optimize sales strategies.
Regularly report on pipeline health and progress toward individual and team goals.
Conduct industry research to understand market trends, prospect needs, and competitive positioning.
Identify and recommend high-value prospects to Sales Executives and the Sales Director.