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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in full-cycle B2B sales, particularly within fintech and SaaS, with a strong focus on collections and invoicing solutions for SMEs. Proficient in utilizing HubSpot and outbound prospecting tools to drive pipeline generation and maintain accurate forecasting.
Highest-signal resume keywords
B2B Sales ExperienceConsultative SalesHubSpot ProficiencyUnderstanding of CFDIAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Full-Cycle SalesCollections WorkflowE-InvoicingPayment ComplementsSQLBI ToolsAutomated RemindersMulti-Currency FunctionalityDSO ManagementSales Forecasting
Soft Skills
Customer-Focused SellingCommercial IntegrityAbility to Explain Tax TopicsComfortable with AmbiguityAnalytical Thinking
Tools & Technologies
HubSpotAmplemarketLinkedIn Sales NavigatorAI ToolsSlackMetabase
Industry Keywords
FintechSaaSAccounting FirmsSMEsE-AccountingERP SolutionsPilot ProgramsOutbound ProspectingCollectionsCFDI Issuance
Tech Stack
Tools & technologiesERPSQL
About the role
Key responsibilities & impact- Own the full sales cycle: prospect, qualify, and demo to clients needing to improve collections
- Sell Clara Cobranza to Mexican SMEs and accounting firms
- Work with existing Clara Inteligencia Fiscal clients and net-new companies
- Generate pipeline through Amplemarket, LinkedIn Sales Navigator, cold outbound, and accounting-firm referrals
- Explain accounts receivable aging, automated reminders, CFDI issuance on collection, DSO, and multi-currency functionality
- Maintain clean pipeline hygiene and accurate forecasting in HubSpot
- Hit monthly and quarterly targets for new customers and Cobranza completa activations
- Relay prospect feedback, objections, and competitive signals to Product and Leadership via Slack and syncs
Requirements
What you’ll need- 3+ years of B2B sales experience with an outbound track record, ideally in fintech, SaaS, e-invoicing, or accounting
- Experience running consultative, full-cycle sales to SMEs or accounting firms in Mexico
- Understanding of CFDI, PUE/PPD, payment complements, and the collections workflow
- Ability to explain tax topics simply to business owners and accountants
- Comfortable with ambiguity and an evolving product
- Commercial integrity and customer-focused selling
- Hands-on proficiency with HubSpot and outbound prospecting tools
- Experience or interest in AI tools to automate workflows and improve prospecting
- Experience selling collections, invoicing, e-accounting, or ERP solutions to SMEs
- Network among accounting firms
- Experience at the early stage of a product or in pilot programs
- Analytical skills with spreadsheets, SQL, or BI tools such as Metabase
- Advanced English is a preferred qualification
Benefits
Comp & perks- Uncapped commissions / zero commission caps
- Access to company equity / stock options (ESOP) from day one
- Competitive salary
- Annual learning budget
- Accelerated development paths
- Hybrid work split between office, customers, and home
- Transparent compensation with real-time visibility into metrics
- Clear, fair territories and autonomous ownership of a book of business
- Collaborative global team
- Continuous platform innovation and new product launches
- High talent-density team and long-term career growth environment
