
Job Overview
Location
Florida
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, driving outbound prospecting through phone calls, emails, and social outreach to generate new business opportunities.
- • 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 use cases for Finvari’s software solutions.
- • Schedule qualified meetings for Sales Representatives with clear context and handoff documentation to ensure seamless transition through the sales cycle.
- • Maintain accurate and up-to-date prospect data, activity logs, and pipeline metrics within HubSpot CRM to support sales forecasting and reporting.
- • Execute high-volume outreach campaigns while personalizing messaging to reflect industry-specific challenges and value propositions of Finvari’s payment automation platform.
- • 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, qualified meetings scheduled, and pipeline generated.
- • Operate in a fast-paced, high-activity startup environment with autonomy to manage workflow while remaining highly responsive to coaching and performance feedback.
- • Leverage prospecting tools such as ZoomInfo and LinkedIn Sales Navigator to enhance targeting accuracy and efficiency in identifying construction industry contacts.
- • Work remotely from Florida, adhering to company expectations for availability, communication, and performance within a fully remote team structure.
- • Contribute to a customer-obsessed, collaborative culture focused on innovation, problem-solving, and driving measurable revenue growth for a fast-growing fintech startup.
🎯 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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