Inside Sales – Financial Solutions

BELAY

. Identify, qualify, and close new business opportunities within the SMB and accounting firm sectors .

Posted 11/12/2026full-timeRemote • United StatesMid-LevelSenior💰 $23 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and executing strategic sales plans within the SMB and accounting firm sectors, leveraging strong communication and relationship-building skills to drive revenue growth and client satisfaction.

Highest-signal resume keywords

Sales ExperienceFinancial Solutions ExpertiseCRM Software ProficiencyMarket Research AnalysisRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Strategy DevelopmentMarket Data AnalysisLead GenerationSales Cycle ManagementFinancial Solutions Positioning

Soft Skills

Exceptional Communication SkillsInterpersonal SkillsPresentation SkillsMotivated Self-StarterCreative Problem-Solving

Tools & Technologies

CRM SoftwareSalesforceHubSpotSales Management Tools

Certifications & Qualifications

Bachelor's Degree in BusinessBachelor's Degree in FinanceBachelor's Degree in AccountingMBA or Advanced Degree

Industry Keywords

SMB MarketAccounting FirmsFinancial SolutionsIndustry TrendsCustomer Needs

About the role

Key responsibilities & impact

Identify, qualify, and close new business opportunities within the SMB and accounting firm sectors
Develop and execute strategic sales plans to achieve and exceed revenue targets
Conduct market research on industry trends, competitor activities, and customer needs
Analyze market data to position financial solutions and identify growth opportunities
Build and nurture relationships with accounting firms, industry influencers, and stakeholders
Collaborate with partners to drive mutual business opportunities and expand market reach
Maintain up-to-date knowledge of financial solutions, accounting software, and industry best practices
Communicate solution features, benefits, and value propositions to prospective clients
Use a consultative sales approach to understand customer challenges, goals, and financial objectives
Develop and present tailored solutions delivering measurable results
Manage the full sales cycle from lead generation and qualification through closing and onboarding
Use CRM software and sales management tools to track progress and manage opportunities
Manage and qualify inbound marketing leads
Prioritize leads and convert them into qualified sales opportunities
Collaborate with marketing and client relations teams to maximize customer satisfaction
Share best practices and contribute to a positive, supportive work environment
Professionally represent BELAY in virtual and onsite interactions

Requirements

What you’ll need

Bachelor's degree in Business, Finance, Accounting, or a related field is preferred; MBA or advanced degree is a plus
3+ years of successful sales experience
Experience in financial solutions for the SMB market
Deep understanding of accounting principles, financial solutions, and challenges faced by SMBs and accounting firms
Exceptional communication, interpersonal, and presentation skills
Ability to communicate complex concepts to a diverse audience
Ability to build and maintain strong relationships with clients, stakeholders, and partners
Proficiency in CRM software such as Salesforce or HubSpot and sales management tools
Motivated, trustworthy self-starter
Strong communication and technological skills
Ability to work independently and on a team
Flexible, creative, and well-organized
Dedicated, distraction-free home office
Availability for standard Monday-Friday business hours
Full-time, non-exempt W-2 employment
Must be legally authorized to work in the United States
Must reside within the U.S.; BELAY cannot currently hire in California, New York, Illinois, Oregon, Minnesota, or Washington

Benefits

Comp & perks

Medical, dental, vision, life, and disability insurance
BELAY covers 70% of employee medical premiums and 65% of dependent medical premiums
BELAY covers 70% of employee dental and vision premiums
Company-paid life insurance ($15,000 coverage)
Short-term and long-term disability coverage at no cost to full-time employees
401(k) plan through Vanguard with a 4% employer discretionary match
15 days of annual PTO for full-time employees working 40 hours/week; 12 days for 30 hours/week
Additional PTO at 3- and 5-year tenure milestones
12 paid holidays annually
Paid sick leave compliant with state and local requirements
Full-time remote work
Flexible opportunity to work from anywhere within the U.S.
Award-winning company culture