At Finastra, we’re a global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry. Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries.
Sales Development Representative
What Will You Contribute?
This is an exciting lead generation opportunity for someone interested in building a sales career within a leading financial services software organization. As a Sales Development Representative, you will play an important role in fueling top-of-funnel pipeline growth by identifying, engaging, and qualifying potential customers.
In this role, you will act as a key connection point between Marketing and Sales, supporting inbound and outbound lead generation activities for the Payments business. You will help qualify new business opportunities, engage prospects through phone, email, social, and other outreach channels, and partner with Sales Executives to support pipeline development for the assigned region.
This role is well suited for someone who is early in their sales career, highly motivated, confident in communicating with others, and eager to learn. The ideal candidate is coachable, resilient, analytical, and comfortable working in a metrics-driven environment where consistent outreach, follow-up, and relationship-building are essential to success.
Responsibilities & Deliverables
Generate and qualify new and existing leads through inbound and outbound channels.
Support top-of-funnel pipeline growth by conducting early-stage prospecting and qualification activities.
Conduct outreach through phone, email, social media, and other channels to engage potential prospects.
Support digital campaign, field marketing, and other lead sources by following up on Marketing Qualified Leads and helping progress them through the funnel.
Maintain active engagement with leads to increase interest in Finastra’s offerings and value propositions.
Research accounts and contacts to identify fit, interest, business needs, and potential buying signals.
Partner closely with Sales Executives and Marketing teams to ensure leads are being engaged appropriately and routed effectively.
Collaborate with account executives to qualify leads and support engagement with the right contacts in the right accounts.
Maintain accurate lead, activity, and pipeline information in CRM and sales reporting systems.
Follow inbound process expectations, KPIs, SLAs, and activity targets.
Own and manage lead generation activity, forecasts, and performance reporting through regular sales updates.
Keep up to date with industry trends, competitors, and Finastra products and services.
Participate in training programs as directed by the manager.
Participate in user group meetings, trade shows, or related business events as needed.
Contribute to meeting-setting goals and support the development of new business pipeline.
Use strong follow-up, persistence, and communication skills to engage prospects and support sales opportunities.
Required Experience & Skills
Interest in developing a career in sales, business development, demand generation, or a related commercial function.
Strong verbal and written communication skills, including the ability to communicate clearly and professionally in English.
Ability to engage prospects confidently through phone, email, social, and other outreach channels.
Comfortable making cold calls and conducting high-volume outreach activities.
Strong curiosity, coachability, and willingness to learn quickly.
Ability to build and nurture relationships with prospects, internal stakeholders, and sales partners.
Strong follow-up skills, persistence, and resilience.
Comfortable working in a metrics-driven environment with pipeline, activity, and lead-generation goals.
Ability to understand basic sales processes, marketing funnels, and lead qualification concepts.
Strong organizational, time management, and prioritization skills.
Self-motivated with the ability to work independently and as part of a team.
Strong attention to detail and ability to maintain accurate information in CRM or sales reporting systems.
Proficiency with Microsoft Office applications.
Experience with CRM tools, sales engagement platforms, or marketing automation tools is helpful but not required.
Previous exposure to sales, sales support, business development, customer-facing work, or business-to-business outreach is helpful but not required.
Banking, finance, payments, software, or financial technology exposure is a plus.
Portuguese language skills are a plus but not required.
Bachelor’s degree in business or equivalent practical experience is preferred.
This role is based in Guadalajara and is performed in a hybrid office environment (2 days/week in office).
We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we stand for:
Flexibility: Enjoy unlimited vacation, subject to local regulations and business priorities. Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave.
Well‑being: Access confidential one‑to‑one support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive—inside and outside of work.
Health & Financial Security: Medical, life and disability insurance, retirement plans, lifestyle, and other benefits.*
Sustainability: Paid time off for volunteering and donation‑matching opportunities to support causes that matter to you.
Inclusion: Get involved in our inclusion communities, such as Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra—open to everyone who wants to participate and contribute.
Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
Recognition: Take part in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working.
*Specific benefits may vary by location.
At Finastra, each individual is unique—bringing their own ideas, perspectives, cultural backgrounds, and experiences. We learn from one another, value what makes us different, and create an environment where everyone feels included, supported, and able to be their authentic selves.
Be unique. Be exceptional. Help us make a difference at Finastra.
Skills Required
- Interest in developing a career in sales, business development, or demand generation.
- Strong verbal and written communication skills in English.
- Ability to engage prospects via phone, email, social, and other outreach channels.
- Comfortable making cold calls and conducting high-volume outreach activities.
- Coachability, curiosity, persistence, resilience, and willingness to learn.
- Ability to build and nurture relationships with prospects and internal stakeholders.
- Comfortable working in a metrics-driven environment with pipeline and activity goals.
- Strong organizational, time management, prioritization, and attention-to-detail skills.
- Ability to maintain accurate information in CRM or sales reporting systems.
- Proficiency with Microsoft Office applications.
- Experience with CRM tools, sales engagement platforms, or marketing automation tools.
- Previous exposure to sales, sales support, business development, or B2B outreach.
- Banking, finance, payments, software, or fintech exposure.
- Portuguese language skills.
- Bachelor's degree in business or equivalent practical experience.
Finastra Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Finastra and has not been reviewed or approved by Finastra.
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Leave & Time Off Breadth — Leave is positioned as flexible/“unlimited” in many roles, which can support work-life balance when team norms allow it. Hybrid/flexible working is also framed as a core part of the overall rewards experience.
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Parental & Family Support — Parental leave is described as relatively generous in the US, with multiple references to roughly three months (or around 12 weeks) fully paid and equal leave for mothers and fathers. This is repeatedly highlighted as a meaningful component of the benefits package.
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Wellbeing & Lifestyle Benefits — Wellbeing support is emphasized through offerings like an Employee Assistance Program and TaskHuman coaching, alongside volunteering time off and employee networks. These programs broaden total rewards beyond cash compensation.
Finastra Insights
What We Do
At Finastra our purpose is to unlock the power of finance for everyone & redefine finance for good. We’re the orchestrator of open finance; building and delivering innovative, next-generation technology on our open Fusion software architecture and cloud ecosystem. We’re one of the world’s largest FinTechs, working with over 9,000 customers including 90 of the top 100 banks globally. We’re creating a pioneering open platform that’s disrupting the financial industry, changing how financial software is developed and used. We believe in collaboration for innovation, to unlock the potential of people, businesses and communities. We have an unmatched portfolio of financial software and deliver mission critical solutions for financial institutions of all sizes, on premises or in the cloud. Our open architecture and platform approach embrace a wide ecosystem of partners and co innovators. Together we're leading the way in which applications are written, deployed and consumed in the world of financial services. Our people mission is to be the most loved and inclusive fintech company in the world; a mission we take seriously. DE&I factors into everything we do and every decision we make as a business. When you join Finastra, you open up a world of possibilities. With us, you can supercharge financial institutions, big tech and fintech while also building a more inclusive finance industry. We believe our people thrive when given the opportunity to be their authentic selves and we trust our people to work how, when and where they want; this is OPENworking. Our 2+ policy provides the perfect mix of focused work at home, coupled with the meaningful connection that comes from in person collaboration, coaching and community. We're rolling out a new programme where our people take as much leave as they need; we do not count vacation days and we trust our people to work in a way that suits them, when it suits them. Come join the future of Fintech, and make your world. OPEN.









