Inside Sales Representative

About the role

We are looking for a high‑energy Inside Sales Representative to join our fast‑growing fintech sales team. You will be the first point of contact for inbound prospects, guiding them through discovery, onboarding and activation of our corporate card and spend‑management platform.

Key responsibilities

• Respond promptly to inbound leads from web forms, marketing campaigns, webinars, events and referrals.
• Conduct discovery conversations to understand customer business models, transaction volumes and financial operations.
• Diagnose pain points related to spend control, vendor payments, reconciliation, cash‑flow visibility and multi‑entity complexity.
• Articulate product value propositions and recommend suitable platform modules (cards, AP automation, FX, global payments).
• Provide product walkthroughs, coordinate or conduct demos, and advise on onboarding, compliance and accounting system integrations.
• Identify cross‑sell and upsell opportunities while maintaining inbound SLAs, follow‑up cadences and CRM hygiene.
• Prioritize high‑value opportunities and manage a high volume of leads without compromising quality.
• Collaborate with Marketing, Product, Risk and Onboarding teams to improve lead quality and share structured feedback.

Required profile

• High‑energy, self‑motivated professional with a strong customer‑focus.
• Ability to manage and convert qualified inbound leads into active customers.
• Excellent communication skills for discovery conversations and product presentations.
• Strong organizational skills to maintain CRM data and follow‑up cadence.
• Proactive mindset to identify cross‑sell and upsell opportunities.

Required skills

• Experience with Xero or similar accounting system integrations.