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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in outbound prospecting and customer engagement within the public sector, utilizing CRM systems and sales tools to effectively identify and qualify potential customers. Proficient in communication and tailored messaging to finance and treasury stakeholders, with a strong focus on follow-through and accurate record keeping.
Highest-signal resume keywords
Outbound ProspectingCRM Data ManagementTailored MessagingCustomer QualificationPublic Sector Treasury Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales DevelopmentCustomer ServiceAccount ResearchFollow-Up TechniquesMeeting Booking
Soft Skills
Goal-FocusedPersistentClear CommunicationJudgment ApplicationAdaptability
Tools & Technologies
CRM SystemsSales ToolsAI-Enabled Research ToolsSales Technology
Industry Keywords
FinanceTreasury ManagementInvestment ManagementDebt ManagementCash Management
About the role
Key responsibilities & impact- Research public sector organizations and identify finance, treasury, investment, accounting, and operational contacts
- Build targeted outreach lists using CRM data, online research, sales tools, and prospecting
- Contact prospective customers and existing contacts by phone, email, LinkedIn, and other channels
- Tailor messages, navigate gatekeepers, handle objections, and follow up to book qualified meetings and demos
- Qualify inbound interest and follow up on marketing and event leads
- Hand off opportunities to the sales team with clear context
- Learn SymPro’s investment, debt, and cash management product suite and the public sector treasury management landscape
- Use market knowledge to refine messaging and share prospect feedback with Sales and Marketing
- Maintain accurate CRM records of activity, contacts, follow-up, and meeting outcomes
- Use research tools, AI-enabled tools, and sales technology to improve account research and personalize outreach
- Report to the Sales and Marketing Manager
Requirements
What you’ll need- Goal-focused, persistent, and motivated by creating conversations through outbound prospecting
- Able to handle unanswered calls, rejection, and objections
- Able to identify, research, and qualify potential customers using account information, online research, CRM data, and sales tools
- Clear written and verbal communication skills
- Able to tailor messaging to different audiences
- Comfortable contacting finance and treasury stakeholders
- Able to ask thoughtful questions and handle objections
- Strong follow-through and accurate record keeping
- Interest in learning products, the public sector market, and treasury management, including investment, debt, and cash management workflows
- Previous experience in technology, SaaS, sales development, business development, customer service, banking, financial services, public sector, or another customer-facing environment is an asset
- Comfortable learning CRM systems, sales tools, and AI-enabled research or outreach tools
- Able to apply judgment and review content carefully before sending outreach
Benefits
Comp & perks- Opportunity to learn from experienced sales professionals
- Exposure to the broader sales process, including sales conversations and product demonstrations
- Opportunities for career growth into inside sales, account management, customer success, or other commercial roles
- Virtual interview process
- Equal employment opportunities
- Disability accommodations available on request
