Inside Sales Representative

Role Overview
As an Inside Sales Representative, you'll be on the front lines of our sales team — engaging with leads, understanding customer needs, and guiding them toward the right solutions within our finance platform. You'll play a key role in driving revenue and delivering a positive experience that aligns with our mission of empowering financial confidence.
Key Responsibilities
Connect with inbound leads via phone, email, and chat to understand their goals and present the value of our app
Proactively follow up with prospects and maintain a healthy sales pipeline
Guide potential customers through product demos or setup processes
Collaborate with Marketing and Customer Success to ensure seamless lead hand-off and customer onboarding
Use CRM tools to track interactions, manage leads, and report on sales activities
Meet or exceed individual sales targets, KPIs, and team goals
Continuously stay up-to-date on product features, financial industry trends, and c...