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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in B2B sales, pipeline management, and customer acquisition within the Financial, Banking, or Insurance industries. Proficient in utilizing CRM tools and executing strategic sales plans to drive growth and expand market presence.
Highest-signal resume keywords
B2B Sales ExperiencePipeline ManagementCold Calling ProficiencyCRM Tools (HubSpot)Spanish and English Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Outbound SalesProspectingSales ForecastingBANT QualificationSales Best Practices
Soft Skills
Interpersonal SkillsCommunication SkillsAnalytical SkillsDetail-OrientedOrganizational Skills
Tools & Technologies
HubSpotApolloLushaLinkedIn Sales NavigatorSalesloft
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Financial IndustryBanking IndustryInsurance IndustryCustomer AcquisitionCross-Functional Collaboration
Tech Stack
Tools & technologiesApollo
About the role
Key responsibilities & impact- Drive customer acquisition and accelerate growth in Tijuana
- Develop and execute a strategic sales plan focused on impact and scalability
- Expand Clara’s regional presence across Mexico through smarter financial tools
- Manage the full sales cycle from identifying prospects to closing high-impact deals
- Collaborate closely with cross-functional teams
- Replicate proven sales playbooks
- Take full ownership of the territory’s success
- Run an autonomous book of business within a clearly defined territory
- Cross-sell Clara’s expanding spend management product portfolio
- Ramp up in person with the team and attend team moments, events, and customer visits throughout the year
Requirements
What you’ll need- 3+ years of experience in outbound sales and prospecting in B2B environments
- Proven experience in the Financial, Banking, or Insurance industry
- Experience managing pipelines and forecasts using CRM tools, preferably HubSpot
- Strong proficiency in cold calling, emailing, social selling, and networking
- Working proficiency in Spanish and English
- Bachelor's degree from a four-year college
- Deep understanding of pipeline management and BANT qualification
- Strong interpersonal and communication skills, with a consultative sales approach
- Familiarity with Apollo, Lusha, LinkedIn Sales Navigator, or similar tools
- Highly organized, analytical, and detail-oriented
- Experience replicating sales best practices across regions or teams
- Background working with cross-functional stakeholders such as Legal, Product, and Finance
- Familiarity with Salesloft or Scrabin
- Basic proficiency in Portuguese or a desire to learn
Benefits
Comp & perks- Uncapped commission potential with zero commission caps
- Access to company equity / stock options (ESOP) from day one
- Competitive salary
- Annual learning budget
- Accelerated development paths
- Remote work from Tijuana day to day
- In-person team ramp-up, events, and customer visits through the year
- Transparent compensation with real-time visibility over metrics
- Clear, fair territories and autonomous ownership of a book of business
- Highly collaborative global team
- Continuous platform innovation and new product launches
- English working environment with Spanish and Portuguese used daily
