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Manage the full sales cycle from discovery to contract signature for small advisory and wealth management firms. Prospect new leads, conduct product demos, and maintain accurate pipeline data in the CRM.
Join a sales team at a B2B fintech software company, closing new business with small advisory and wealth management firms. This remote contractor role focuses on a high-volume, repeatable sales motion serving customers in the United States.
Own qualified opportunities from discovery through contract signature, including quoting, objection handling, and close.
Manage a high-volume pipeline and maintain accurate stages, next steps, and close dates in HubSpot or a comparable CRM.
Prospect and qualify leads through outbound sales activity, while also following up on marketing and internally sourced opportunities.
Run standard product demos independently and involve a solutions consultant when deeper technical support is needed.
Build trusted relationships with small-business decision-makers and provide a clear handoff to customer success after each sale.
At least 3 years of SMB sales experience, including closing new business with customers in Latin America.
Experience carrying a quota, managing a sales pipeline in CRM software, prospecting outbound, and negotiating and closing business contracts.
Fluent Spanish and native or near-native spoken and written English.
Experience selling SaaS or software products; startup or high-growth company experience is helpful.
Background in wealth management or financial services is a plus, but not required.
Compensation is $3,000 to $4,000 USD annually. Visa sponsorship is not available.
Remote contractor role based in Latin America, selling to customers in the United States.
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