
Job Overview
Location
Colorado
Job Type
Full-time
Category
Product Management
Date Posted
July 2, 2026
Full Job Description
đź“‹ Description
- • Serve as the first point of contact for prospective construction industry customers, generating new business opportunities through outbound prospecting via phone, email, and social outreach.
- • Research and identify key decision-makers within target construction companies to build a qualified pipeline of prospects aligned with Finvari’s SaaS platform.
- • Qualify inbound leads generated from marketing campaigns and website inquiries, assessing fit and readiness for sales engagement.
- • Conduct initial discovery conversations to understand prospect business needs, payment workflows, and potential alignment with Finvari’s solutions.
- • Schedule qualified meetings for Sales Representatives and ensure seamless handoff of prospects with comprehensive context and documentation.
- • Maintain accurate and up-to-date records of all prospect interactions, activities, and pipeline stages within HubSpot CRM.
- • Execute high-volume outreach campaigns while personalizing messaging to reflect industry-specific pain points and company values.
- • Collaborate with Sales and Marketing teams to refine targeting strategies, messaging, and campaign effectiveness based on real-time feedback and performance data.
- • Consistently meet or exceed daily, weekly, and monthly targets for outbound activities and pipeline generation metrics.
- • Work remotely from Colorado while operating in a fast-paced, high-growth SaaS startup environment with clear performance expectations.
- • Partner with the Chief Revenue Officer and Sales Team to align prospecting efforts with broader revenue goals and sales cycle objectives.
- • Leverage prospecting tools such as ZoomInfo and LinkedIn Sales Navigator to enhance lead identification and outreach efficiency.
- • Demonstrate resilience, coachability, and a strong drive to improve in a dynamic startup culture focused on innovation and customer obsession.
- • Operate with autonomy while adhering to established sales processes and CRM hygiene standards to support scalable growth.
- • Contribute to continuous improvement of sales development workflows by sharing insights from frontline customer interactions.
🎯 Requirements
- • Bachelor’s degree and 1–2 years of experience in a Sales Development or similar outbound sales role within SaaS or a technology company
- • Strong communication, organization, and time-management skills
- • Proven ability to execute outbound prospecting and operate in a high-activity environment
- • Experience using CRM tools (HubSpot preferred) and sales engagement platforms (Outreach, SalesLoft, etc.)
- • Familiarity with prospecting tools such as ZoomInfo or LinkedIn Sales Navigator
- • Highly coachable, resilient, and motivated to improve in a fast-paced startup environment
🏖️ Benefits
- • 100% premium coverage for employee health insurance premiums and partial coverage for dependents
- • Health Savings Account with a company contribution
- • Flexible Spending Account Options: Health Care and Dependent Care
- • Dental, Vision, and Life Insurance
- • 11 paid company holidays plus generous Paid Time Off (PTO) policy
- • Stock options to participate in the company’s success
Skills & Technologies
See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.
About Finvari Technologies Inc.
Finvari Technologies provides cloud-based investment management software for institutional investors, family offices, and wealth managers. The platform automates portfolio monitoring, performance analytics, compliance checks, and client reporting across public and private assets. APIs connect custodians, fund administrators, and data vendors into a unified dashboard, replacing spreadsheets and manual reconciliation. Headquartered in Toronto, the company serves North American and European clients with SOC 2 compliant infrastructure and role-based access controls.
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