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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in researching and qualifying potential customers within the public sector, utilizing CRM systems and sales tools to enhance outreach efforts. Proficient in communication and relationship-building with finance and treasury stakeholders to drive engagement and sales opportunities.
Highest-signal resume keywords
CRM Data ManagementSales DevelopmentPublic Sector Treasury ManagementClear Communication SkillsObjection Handling
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ResearchLead QualificationSales ProspectingMeeting SchedulingFollow-Up Management
Soft Skills
Goal-FocusedPersistentMotivatedTrust BuildingAdaptability
Tools & Technologies
Sales ToolsAI-Enabled Research ToolsCRM Systems
Industry Keywords
FinanceTreasuryInvestmentAccountingPublic Sector
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 messaging, 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
- Share prospect feedback with Sales and Marketing to improve target lists, outreach cadences, and opportunity quality
- 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 to create conversations from the ground up
- Ability to handle unanswered calls, rejection, and objections
- Ability to identify, research, and qualify potential customers using account information, online research, CRM data, and sales tools
- Clear written and verbal communication skills
- Ability to tailor messaging to different audiences
- Ability to contact finance and treasury stakeholders, ask thoughtful questions, handle objections, and build trust
- Strong ownership and follow-through
- Ability to manage follow-up and maintain accurate records
- Interest in learning SymPro’s products, the public sector market, and treasury management space
- 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
- Ability to apply judgment and review outreach content carefully
- Ability to work remotely from the United States or Canada
Benefits
Comp & perks- Proven product with a compelling story to take to market
- Learn from experienced sales professionals
- Exposure to the broader sales process, including sales conversations and product demonstrations
- Career growth opportunities into inside sales, account management, customer success, or other commercial roles
- Bonus and commission
- Virtual interview process
- Equal employment opportunities
- Accommodations available on request for people with disabilities