Finastra sales development representative
responsibilities: sales development representative
who are we? with a heritage and portfolio spanning the entire banking sector, we have used our expertise to create a unique platform‑based approach for the world of financial services. Partnering with global players like microsoft, accenture, salesforce and more, we create an open and inclusive development environment that cultivates ideas, maximises creativity, and enables innovation.
the future is open. we believe that the future of finance is open. By focusing on open collaboration, supported by our open platform, our open ecosystem, and an open and inclusive culture, we can be open for good. Together, we can ensure financial inclusion and open innovation for everybody.
what will you contribute? this is an exciting lead generation opportunity for individuals interested in developing their sales career within a leading financial services software organization. As a sales development representative, you will act as the liaison between our marketing and sales teams. Your role will be to seek new business opportunities by contacting and developing relationships with potential customers.
* manage and qualify new and existing leads through inbound and outbound channels.
* collaborate closely with account executives to qualify leads and ensure engagement with the right accounts.
* use tools and technologies to improve process efficiency, maintain sales forecast data and regularly review and update the sales reporting system (crm).
* keep up to date with current industry trends, competitors, and new company products and services.
* participate in user group meetings and trade shows as needed.
* participate in training programmes as directed by the manager.
* own and manage lead generation targets, forecasts, and performance via weekly, monthly and quarterly sales reporting.
experience
* 0–2 years of experience within sales, sales support, business development or inbound/outbound b2b phone marketing or sales (highly preferred, but not required).
* ability to communicate in english both orally and written is required. Portuguese is a plus.
* banking, finance or software background recommended.
* account management experience a plus.
knowledge and skills
* ability to build and nurture relationships.
* strong tenacity and follow‑up skills.
* excellent written, verbal and interpersonal communication skills.
* self‑motivated with ability to work independently and as part of a team.
* strong time management, organisational and decision‑making skills.
* strong attention to detail.
* proficient with microsoft office.
education
* bachelor’s degree in business or equivalent experience.
physical demands
* ability to receive, express or exchange detailed information through oral and written communication.
* ability to see and operate a computer.
* ability to stand, walk, reach, stoop, bend and lift up to 25 lbs.
work environment
* work is performed in a hybrid office environment.
additional responsibilities - finastra
* performs outbound on relevant digital sales channels to drive daily lead generation.
* account research, cold calling, lead follow‑up and opportunity qualification in a specified territory.
* create, discuss, and update management on monthly/quarterly sales forecasts with recruitment and operations.
* provide qualified opportunities to the sales team, working closely with senior sales reps as necessary.
* achieve or exceed monthly quotas of qualified opportunities.
* knowledge of crm and top‑funnel sales tools/techniques.
* produce and attend virtual us/eu technology events to network, pitch and sell.
requirements - finastra
* b2b sales experience in technology companies (preferred).
* professional, determined and results‑oriented.
* deep network of connections in high tech.
* history of delivering extraordinary customer relationships.
* excellent written and verbal communication skills in english.
* intellectually curious and rapid learner.
bairesdev sales development representative / ref. 0097
overview at bairesdev®, we deliver cutting‑edge solutions to giants like google and innovative startups in silicon valley. Our diverse team of over 4,000 tech talent works remotely.
role as a sales development representative, you will support the client solutions team by planning and executing omni‑channel outreach strategies to warm prospects. Your focus will be on lead conversion, coordinating with the sales team to ensure effective prospect management and follow‑up.
* set up meetings between prospects and the sales team to discuss potential deals.
* update contact sequencing and manage crm data.
* provide daily updates to report spreadsheets based on calls and touchpoints.
* coordinate data entry with the sales team.
* validate prospect spreadsheets generated by sales representatives.
* execute omni‑channel outreach strategies for lead generation.
* maintain accurate prospect and lead information.
* track and report on outreach activities and results.
requirements
* 2+ years in an sdr/bdr client‑facing role.
* previous experience in us‑attending call centres.
* background in back‑office/admin roles.
* experience with data entry and research using linkedin sales navigator.
* strong attention to detail and organisational skills.
* advanced english proficiency.
benefits
* 100% remote work.
* excellent compensation in usd or local currency.
* hardware and software setup for work from home.
* flexible hours with your own schedule.
* paid parental leaves, vacations, and national holidays.
* innovative, multicultural work environment with mentorship and growth opportunities.
hsbc business development manager – global trade and receivables finance (gtrf)
objective the role holder is responsible for generating revenue through new to bank (ntb), new to gtrf (ntt) or cross‑selling gtrf products, partnering closely with coverage teams and product partners. The bdm will evaluate client portfolios, identify opportunities, and match them with hsbc’s gtrf solutions.
* develop new revenue streams by identifying opportunities across industry sectors and client segments.
* structure, price, implement and deliver mandates ensuring value to client relationships.
* evaluate credit risks and ensure compliance with bank policies.
* follow up on credit provisions and integrate risk documents.
* generate revenue through new client acquisition and cross‑selling to existing banks.
* promote awareness of gtrf products and market intelligence among relationship managers.
* maintain regulatory awareness and provide guidance to customers.
* support strategic initiatives through content leadership and execution expertise.
* represent hsbc in professional presentations and events.
* maintain liaison with regional and cross‑regional stakeholders to inform sales strategy.
requirements
* extensive knowledge of global trade and receivables finance, products and techniques.
* knowledge of market trends, regulations and product ranges across hsbc group.
* experience in credit and risk mitigation techniques.
* senior-level sales and client management experience, including dealing with senior executives.
* proven ability to create large, scalable trade solutions.
* strong credit assessment skills, especially for complex structured facilities.
* business acumen and commercial awareness, including regulatory issues.
* excellent interpersonal, communication and presentation skills.
* strong analytical skills to evaluate cash conversion cycles and supplier data.
* bachelor’s degree and strong english knowledge.
eeo statement at hsbc we expect our people to treat each other with dignity and respect, creating an inclusive culture that promotes equal opportunities. Our values define who we are as an organization.
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