Embrace Software Inc · 2 months ago
Sales Outreach Specialist
United States
Full-time
Remote
Entry, Mid Level
2+ years expEmbrace Software Inc is a company serving financial institutions across North America. They are looking for a Sales Outreach Specialist to identify and engage qualified leads, specifically within Credit Unions and Community Banks, to expand their business and build strong initial relationships with prospective clients.
Software
Responsibilities
Conduct outbound calls and emails to prospective clients, primarily Credit Unions and Community Banks
Qualify & convert: apply ICP to turn raw interest into MQLs and SQLs, then calendar the first discovery/demo call
Research & personalization: use LinkedIn, websites, press, association directories, and intent/enrichment tools to tailor messages (e.g., digital modernization, core conversion, fraud/risk initiatives, merger activity, card/recon issues) catering to business needs and challenges by leveraging available scripts and other resources
Cadence execution: run structured multi-step sequences; A/B test subject lines, call openers, and CTAs; iterate weekly based on data
Notes & hygiene: capture clean call notes, contacts, buying-center roles, and next steps in CRM; maintain accurate stage and disposition codes
Partner with AEs/AMs/Marketing: align on target accounts, event follow-ups (CUNA/ICBA/ABA/NACUSO/state leagues), and hand-offs that lead to second meetings
Compliance: operate within TCPA/CAN-SPAM/CASL and internal do-not-call/opt-out policies; respect data privacy for financial institutions
Stay informed about industry trends, core and digital banking technologies, and the company’s offerings to effectively engage prospects
Qualification
Required
1-3 years of experience in sales, business development, or customer outreach—preferably within credit unions and community banks, fintech, or technology sectors
Excellent verbal and written communication skills with the ability to clearly articulate value propositions and engage prospective clients
Strong interpersonal and active listening skills to build rapport, understand client needs, and uncover opportunities
Proven sales acumen with the ability to qualify leads, handle objections, and move prospects through the sales funnel
Comfort with high-volume outreach and persistence in follow-ups while maintaining professionalism
Ability to research and prepare by leveraging tools such as LinkedIn and CRM systems to personalize outreach and gather insights
Strong organizational and time management skills to track outreach activities, manage follow-ups, and maintain accurate CRM records
Experience using Salesforce or similar CRM platforms to document interactions and manage pipelines
Self-driven and goal-oriented, with a proactive approach to meeting and exceeding performance targets
Adaptable and curious, open to learning, refining approaches based on feedback, and staying current on industry trends and digital banking solutions
Benefits
Competitive salary commensurate with experience.
Opportunities for career advancement and professional development.
Experience collaborating with a diverse, global team within a remote work setting.
Company
Embrace Software Inc
Embrace acquires and invests in niche software that provides industry-specific solutions.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$110MKey Investors
CoVenture
2023-10-27Series Unknown· $10M
2021-12-07Debt Financing· $100M
Leadership Team
Mohan Plakkot
CEO, Founder
Recent News
Global Legal Chronicle
2024-05-23
Global Legal Chronicle
2024-05-13
SEC
2023-10-31
Company data provided by crunchbase