Sales & Business Development Professional

About the role

Join a high‑performing sales operations team that supports a core SMB ecosystem. You will act as a trusted advisor, guiding existing customers through strategic expansions and developing new outbound opportunities to help small businesses save time, reduce costs, and gain peace of mind.

Key responsibilities

• Conduct value‑driven, consultative conversations with business owners via phone, chat, and scheduled appointments.
• Identify operational needs across accounting, bookkeeping, payroll, payments, and bill‑pay workflows and recommend appropriate solutions.
• Maintain pipeline health, log data accurately, and update customer dispositions in Salesforce in real time.
• Leverage AI guidance tools such as Cresta and Orum to optimize communication, compliance, and product attachment rates.
• Participate in regular call calibrations and coaching sessions to improve quality, conversion, and productivity metrics.

Required profile

• 2+ years of experience in phone‑based sales, business development, appointment setting, or customer‑facing consultative roles (SaaS, fintech, or B2B preferred).
• Strong business acumen with the ability to hold credible conversations about operational workflows and growth goals.
• Exceptional active listening, objection‑handling, and rapport‑building skills.
• High coachability and openness to data‑driven feedback.
• Basic technical proficiency with CRMs, dual‑monitor setups, and real‑time copilot technologies.

Required skills

• Salesforce (SFDC)
• Cresta (AI guidance tool)
• Orum (AI guidance tool)

What we offer

• Opportunity to work with global software leaders in a metric‑driven environment.
• Continuous professional development through dedicated coaching and modern sales enablement tools.
• Clear career paths within a specialized talent pool aligned to inbound consultation or outbound development.