Inside Sales – Financial Solutions
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Job Description
Financial Solutions Consultant selling BELAY’s financial solutions to U.S. SMBs and accounting firms. Managing inbound leads, partnerships, and the full sales cycle remotely.
Responsibilities:
- Identify, qualify, and close new business opportunities within the SMB and accounting firm sectors
- Develop and execute strategic sales plans to achieve and exceed revenue targets
- Conduct market research on industry trends, competitor activities, and customer needs
- Analyze market data to position financial solutions and identify growth opportunities
- Build and nurture relationships with accounting firms, industry influencers, and stakeholders
- Collaborate with partners to drive mutual business opportunities and expand market reach
- Maintain up-to-date knowledge of financial solutions, accounting software, and industry best practices
- Communicate solution features, benefits, and value propositions to prospective clients
- Use a consultative sales approach to understand customer challenges, goals, and financial objectives
- Develop and present tailored solutions delivering measurable results
- Manage the full sales cycle from lead generation and qualification through closing and onboarding
- Use CRM software and sales management tools to track progress and manage opportunities
- Manage and qualify inbound marketing leads
- Prioritize leads and convert them into qualified sales opportunities
- Collaborate with marketing and client relations teams to maximize customer satisfaction
- Share best practices and contribute to a positive, supportive work environment
- Professionally represent BELAY in virtual and onsite interactions
Requirements:
- Bachelor's degree in Business, Finance, Accounting, or a related field is preferred; MBA or advanced degree is a plus
- 3+ years of successful sales experience
- Experience in financial solutions for the SMB market
- Deep understanding of accounting principles, financial solutions, and challenges faced by SMBs and accounting firms
- Exceptional communication, interpersonal, and presentation skills
- Ability to communicate complex concepts to a diverse audience
- Ability to build and maintain strong relationships with clients, stakeholders, and partners
- Proficiency in CRM software such as Salesforce or HubSpot and sales management tools
- Motivated, trustworthy self-starter
- Strong communication and technological skills
- Ability to work independently and on a team
- Flexible, creative, and well-organized
- Dedicated, distraction-free home office
- Availability for standard Monday-Friday business hours
- Full-time, non-exempt W-2 employment
- Must be legally authorized to work in the United States
- Must reside within the U.S.; BELAY cannot currently hire in California, New York, Illinois, Oregon, Minnesota, or Washington
Benefits:
- Medical, dental, vision, life, and disability insurance
- BELAY covers 70% of employee medical premiums and 65% of dependent medical premiums
- BELAY covers 70% of employee dental and vision premiums
- Company-paid life insurance ($15,000 coverage)
- Short-term and long-term disability coverage at no cost to full-time employees
- 401(k) plan through Vanguard with a 4% employer discretionary match
- 15 days of annual PTO for full-time employees working 40 hours/week; 12 days for 30 hours/week
- Additional PTO at 3- and 5-year tenure milestones
- 12 paid holidays annually
- Paid sick leave compliant with state and local requirements
- Full-time remote work
- Flexible opportunity to work from anywhere within the U.S.
- Award-winning company culture
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