Sales/Business Development Representative

Finalis is building the largest investment banking platform in the world. 

🚀 What does Finalis do?

Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. The firm delivers a white-labeled regulatory affiliation and compliance back-office solution that supports a wide range of private market dealmaking including M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors.

Finalis provides additional leverage to securities brokers with the Finalis Platform, which delivers a hassle-free deal management solution and a Marketplace that connects brokers with one another to gain insights and explore collaborations.

Launched in 2020 and growing rapidly, the SF- and NYC-based firm is on a mission to power dealmakers by building the world’s largest dealmaking platform.

Join us in disrupting the securities industry, for good. 

🌍 How does Finalis work?

• We are a fully-remote company with Finalists distributed between the time zones of Eastern Standard Time and Eastern European Time .

• If you’re located outside this time zone range, depending on the needs of your team, you may be requested to be available during specific hours.

• Although we don’t have an official physical place to work, we promote gathering with your team or other colleagues whenever possible. 

🤝 What about your team?

As Finalis continues to rapidly grow, we seek an SDR/BDR to join our Sales Team. As an SDR/BDR at Finalis, you will be responsible for leading the sales opportunities pre-qualification and supporting the Account Executives to fully-qualify opportunities within the sales pipeline. The Sales Team is at the core of Finalis’ business, and is responsible for fueling the various revenue initiatives across Finalis— including launching new business lines, expanding to global markets, and using data analytics to assess the company’s performance.

✨ What will you be doing?

You are expected to understand Finalis’ business model. Knowledge of the finance & investment banking industries will be key to understanding the industry we operate in and you will have to be proactive, take ownership, and effectively marshall internal and external resources with a minimum level of supervision across challenging situations.

This position is focused on six main objectives:

• Cultivate an intimate understanding of the Finalis Sales process, methodology and artefacts

• Effectively conduct reachout to inbound and outbound leads through different channels to convert leads into sales qualified leads

• Successfully communicate Finalis’ value proposition to the Company’s prospective clients

• Assess the Company’s prospective clients alignment to our ideal customer profiles and pre-qualify opportunities within the pipeline

• Assist Account Executives in all tasks surrounding the identification, negotiation and closing of prospects

• Communicate results and influence key decision makers and cross-functional teams

💬 Who are we looking for 

• 1-3 years of relevant experience

• Experience in selling technology solutions to organizations (preferred but not required)

• Excellent written and oral communication skills in English

• Experience and passion for metrics and dashboard visualizations

• Strong communication and presentation skills

• Experience with Salesforce (preferred but not required)

• Ability to thrive in a high pressure environment, alongside an uncanny attention to detail

• Innately curious and proactive (Not afraid to challenge the status quo)

• Unafraid to run with an idea with little to no direction

• Strong ability to work cross-functionally

Bonus Track!

• Experience in selling technology solutions to organizations (SaaS B2B) (preferred but not required)

🌟 What do we offer?

• 100% Remote work (Work from wherever you want!)

• Competitive USD salary 

• USD $20 per month for Internet expenses

• Paid time off (Vacation and Flex Days)

• Professional Growth Opportunities 

• Buddy Program

• Virtual After-Office Activities 

• Diverse Culture & Inclusive environment

🌈 Why work with Finalis?

We are a fast-paced startup which will enable you to develop skills quickly and work in an entrepreneurial culture where pushing limits and taking risks is everyday business. As we have Finalists from different countries and cultures, we encourage our team members to develop their soft skills, boosting their ability to adapt themselves to different backgrounds.

Finalis’ core values:

• We embody the trust we deliver

• We are extremely proactive

• We challenge conventional wisdom

• We’re passionate about our work

• We exercise stewardship with our users, investors and each other.

Finalis provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.