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Fintech • Payments • Software • Financial Services
Generates qualified sales opportunities through targeted outreach, personalized messaging, and metric-driven prospecting. The role meets outreach and conversion KPIs, collaborates with marketing and account executives, tracks industry trends, and shares insights. Candidates should have sales development experience, strong communication and critical-thinking skills, and eligibility to work in the United States or Canada. SaaS sales, CRM, solution-selling, and project-management knowledge are preferred.
Fintech • Payments • Software • Financial Services
Generates qualified sales opportunities through targeted outreach, personalized messaging, and metric-driven prospecting. The representative meets outreach and conversion KPIs, collaborates with sales and marketing teams, supports campaign strategy, stays informed on project and portfolio management trends, and shares outreach insights. The role serves as an initial point of contact for prospective customers and uses consultative communication to introduce OnePlan’s AI-enabled work management solutions.



