
Financial Services Specialist
6 hours ago
We are seeking a proactive professional to drive client acquisition in the US financial services sector.
- 3-6 years of experience in business development, sales, or a client-facing role within the financial services sector.
- Expertise in client prospecting, lead generation, and sales pipeline management for professional services.
- Deep understanding of core accounting principles, including U.S. Generally Accepted Accounting Principles (GAAP), and common tax compliance and auditing standards preferred.
- Excellent communication and presentation skills; proactive and results-driven.
Key Responsibilities:
- Outbound prospecting and managing a sales pipeline
- Nurturing leads to offer services such as accounting, bookkeeping, auditing, and taxation
- Building relationships with key stakeholders and decision-makers by leveraging financial expertise
- Collaborating with internal accounting teams to scope projects and present tailored solutions
- Originating new client relationships and serving as a subject matter expert to close deals
Requirements:
- Strong analytical and problem-solving skills
- Ability to work independently and as part of a team
- Excellent time management and organizational skills
- Proficiency in MS Office and Google Suite
- Strong attention to detail and accuracy
Bonus Points:
- Experience with CRM software
- Knowledge of financial regulations and compliance
- Fluency in a second language
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