Sales Specialist  

Duties and Responsibilities
The role will evolve quickly and will require dynamism, flexibility, team collaboration mixed with autonomous working, and adaptability.

Sales & Pipeline Management
○ Building and managing the sales pipeline from end-to-end, including prospecting, lead engagement via email and meetings, negotiations, and successful closing of deals.
○ Scoping potential leads, drafting proposals, and generating onboarding documents in accordance with company guidelines and templates.
○ Managing the cloud-based CRM system and ensuring that all sales data is updated and managed in a timely fashion.

Growth/Business Development Strategy
○ A key player in achieving the sales and business development objectives of the company’s growth strategy
○ Work within the Growth Team to identify opportunities, develop and execute initiatives to grow the client base.
○ Engage with other functional groups within the company (e.g. HR, Operations, Product) to understand the products and services and develop compelling product presentations for prospective clients.
○ Develop and initiate strategies to help grow long-term relationships with B2B customers, partners, and affiliates.

Reporting
○ Prepare and present accurate and timely growth, revenue and expense KPI reports and projections and provide written and verbal presentations to senior executives.
○ Leverage data generated within the Growth Team to identify opportunities across the entire sales cycle and for inclusion in reporting metrics.

Educational background can be related to Finance, Accountancy, and/or any Business related courses. Certified Public Accountant is a plus.

Required skill(s):

• At least 2/3+ years of experience working in a business development/sales role for a B2B business. Startup, tech, or finance-related business experience is preferred.
• Strong ability to work in a customer-facing role and demonstrating strong customer-service skills.
• An understanding of the local Philippines accounting, finance, and compliance framework.
• Experience working with Zoho, PipeDrive, or another cloud-based CRM system is highly preferred.
• Demonstrates ability to work independently, self-motivated, and a strong team player with an entrepreneurial mindset.
• Excellent command of the English language with a strong ability to develop, write and edit industry-related content.
• Be creative, data-driven, process-focused, growth orientated, and proactive - not reactive!