What You'll Do:
- Support the Sales Cycle: Partner closely with the Enterprise Sales Executive to support all phases of the sales cycle—from discovery to proposal to close—helping drive faster deal progression and higher close rates.
- Accelerate Opportunities: Proactively identify and address bottlenecks in active deals by preparing follow-ups, gathering client materials, and coordinating internal resources to keep deals moving forward.
- Conduct Research & Own Prospecting: Conduct market and account research to identify potential customers, prepare sales materials, and gather insights to personalize outreach.
- Manage Client Expectations & Experience: Assist in preparing for high-stakes client meetings (e.g., custom decks, tailored demos, competitive insights), attend calls as needed, take detailed notes, and own follow-up actions to maintain deal momentum.
- Optimize Sales Material: Customize pitch decks, case studies, and ROI calculators for specific verticals or clients to increase resonance and conversion.
- Leverage Pipeline Analytics to Adapt: Monitor active opportunities and provide timely updates or alerts on key actions needed to advance or close deals.
- Act as a Cross-Functional Liaison: Coordinate with Marketing, Product, Legal, and Solutions teams to gather and deliver information quickly—shortening response times on proposals, pricing, security reviews, and contracts.
- Conduct Competitor Analysis: Gather and maintain up-to-date intel on competitor offerings and positioning to help tailor messaging and overcome objections effectively.
- Leverage a CRM & Data-Driven Strategies: Ensure accurate and up-to-date CRM entries to support effective forecasting, follow-up, and pipeline hygiene.
- Identify Opportunities to Improve Processes: Continuously look for ways to streamline workflows, automate repeatable tasks, and improve internal processes to reduce sales cycle friction.
Who You Are:
- Have 1–2 years of experience in sales, business development, or a client-facing role (SaaS or B2B preferred).
- A team player with a proactive attitude and a desire to grow in enterprise tech sales.
- Strong organizational skills with the ability to manage multiple priorities.
- Excellent written and verbal communication.
- Comfortable using CRM tools (Salesforce, HubSpot, etc.), Microsoft Office, and sales engagement platforms.
- Interest in financial technology or collections is a plus.
Top Skills
What the Team is Saying
What We Do
TrueML makes financial technology that prioritizes customer experience and revolutionizes the experience of consumers seeking financial health. We’re a team of inspired data scientists, financial services industry experts, and customer experience fanatics creating experiences that serve people in a way that recognizes their unique needs and preferences as human beings and endeavoring to ensure nobody gets locked out of the financial system.
After more than 10 years in business, TrueML is excited to be expanding its footprint internationally. We are a growing, geographically diverse team with employees in 30 U.S. states and 7 different countries, with our key talent hub in LATAM. If you’re looking for an opportunity to do impactful work, join TrueML and make a difference alongside hundreds of other inspired individuals.
Why Work With Us
Our functional teams are a diverse mix of employees from different backgrounds and geographies, with each individual bringing unique perspectives and experiences that encourage increased innovation in our products and services. Join TrueML and make a difference alongside hundreds of other inspired individuals doing impactful work.
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TrueML Offices
Remote Workspace
Employees work remotely.
TrueML is excited to be a remote-first company and expanding its footprint internationally. We are a growing, geographically diverse team with employees in 30 U.S. states and 7 different countries, with our key talent hub in LATAM.
