Sales Associate jobs in United States
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Finsight Group Inc (FINSIGHT) · 2 days ago

Sales Associate

positionNew York, NY
timeFull-time
remoteOnsite
seniorityEntry Level
money$64K/yr - $64K/yr
date1+ years exp

Finsight Group Inc is an NYC based FinTech company dedicated to transforming how capital markets operate. The Sales Associate role focuses on developing new business opportunities and supporting senior sales members in engaging with investment banks, fortune 1000 companies, and private equity firms.

FinTech

Responsibilities

Research prospects: Identify new business opportunities (new accounts working with us for the first time OR current clients who could use additional services)
Prospecting: Execute thoughtful and tailored outreach and follow ups to the identified prospects via calls, emails, conferences and other outreach medium
Schedule meetings: Coordinate and facilitate the scheduling and execution of a meeting between a senior sales member and the prospect. This includes setting up the calendar & virtual meeting, ensuring meeting logistics are prepared
Account management: Assist senior sales members with the sales process with the prospect. This may include client entertainment (e.g. dinners, happy hours and events)
Manage CRM and internal data entry: Ensure details, notes, next steps and any relevant information is added to FINSIGHT’s CRM in a timely manner
Execute Meetings with Prospects and Clients: Lead product demonstrations and follow up meetings with the goal of transitioning accounts from prospects to client
Product Mastery: Deeply understand the FINSIGHT product suite, the use case for our tools and the workflows of our prospects and clients
Attend and prepare for industry conferences: Travel and represent FINSIGHT at industry conferences. You will also be responsible for preparing materials and executing outreach ahead of conferences
Client Onboarding: Help clients understand and use the FINSIGHT product suite. Keep clients aware of new features

Qualification

Sales experienceProspecting experienceGoogle SuiteMicrosoft SuiteClient-focused mentalityOrganizedSelf-motivatedAttention to detailTeam playerRelationship building

Required

1 to 2 years of sales experience
1 year of prospecting experience (e.g. cold call, send emails to new prospects)
High proficiency in written and spoken English
Proficiency in Google Suite and Microsoft Suite
Client-focused mentality
Highly self-motivated, organized and goal orientated
High attention to detail
Ability to work independently
Team player that prioritizes the best interest of the company and its employees
Ability to see tasks and projects through to conclusion
Organized, with an ability to prioritize time-sensitive assignments
The ability to build and maintain strong client relationships

Benefits

3-weeks of paid vacation; 1-week paid sick leave
Comprehensive medical and dental insurance / 401(k)
Fully stocked snack room

Company

Finsight Group Inc (FINSIGHT)

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FINSIGHT provides unparalleled visibility and actionable insights that enable better execution in capital markets and corporate finance activities.
dateFounded in 2012
location
New York, New York, USA
people-size201-500 employees
web-link
http://finsight.com

Funding

Current Stage
Growth Stage

Leadership Team

J
Jordan Adler
Co-Founder & COO
linkedin

Recent News

Morningstar.com
FINSIGHT and Pledge Path Announce Strategic Partnership to Automate Private Credit Facility Management
2025-04-17
FinSMES
Finsight Acquires T-Rex
2024-04-25
Business Wire
FINSIGHT Acquires T-REX to Drive the Next Generation Cashflow Analytics Solution for the Global Private Credit and Structured Finance Industries
2024-04-24
Company data provided by crunchbase