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Jeeves

Cold Caller Specialist – SaaS

Jeeves

. Identify and research potential clients and generate a steady pipeline of high-quality leads .

Posted 11/10/2026full-timeMexico City • MexicoMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in prospecting, lead generation, and lead qualification within the fintech industry, utilizing tools like CRM software and sales methodologies. Exhibits strong communication and organizational skills to effectively engage clients and collaborate with sales and marketing teams.

Highest-signal resume keywords
Lead GenerationCRM Software ExperienceFluent In EnglishProspecting Tools ProficiencyFintech Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Lead QualificationSales MethodologiesMarket AnalysisData TrackingSales Funnel Management
Soft Skills
Strong Communication SkillsOrganizational SkillsCritical ThinkingPersistenceCustomer-Centric Mindset
Tools & Technologies
LinkedIn Sales NavigatorZoomInfoSalesforceHubSpotEmail Automation Platforms
Industry Keywords
FintechFinanceTechnologyLead Generation StrategiesMarket Trends

About the role

Key responsibilities & impact
  • Identify and research potential clients and generate a steady pipeline of high-quality leads
  • Conduct outbound calls, emails, social media outreach, WhatsApp outreach, events, and channel-partner activities
  • Use personalized messaging to engage prospects and schedule introductory meetings
  • Qualify leads based on budget, authority, need, and timeline (BANT)
  • Maintain accurate lead and prospect information in the CRM system
  • Track interactions, follow-ups, and lead progression through the sales funnel
  • Collaborate with Account Executives and sales team members to hand off qualified leads
  • Research fintech market and industry trends to tailor outreach strategies
  • Track and report lead-generation, outreach, and conversion metrics
  • Support targeted sales and marketing campaigns and provide messaging feedback
  • Maintain knowledge of company products, services, and value propositions
  • Gather prospect and client feedback for product and marketing teams
  • Report to the Country Manager in Mexico / Colombia
  • Close high-value clients and help grow the Mexican market

Requirements

What you’ll need
  • 3+ years of experience in a sales or customer-facing role, preferably in the fintech, finance, or technology industry
  • Fluent in English
  • Proven experience in prospecting, lead generation, and lead qualification
  • Familiarity with sales methodologies like BANT or similar frameworks is a plus
  • Experience using prospecting tools such as LinkedIn Sales Navigator, ZoomInfo, or similar tools
  • Experience with CRM software such as Salesforce, HubSpot, or similar platforms
  • Strong verbal and written communication skills
  • Ability to analyze market data, understand industry trends, and identify lead-generation opportunities
  • Strong organizational and time-management skills
  • Comfortable using sales and marketing tools, including LinkedIn Sales Navigator and email automation platforms
  • Ability to think critically and creatively to overcome objections
  • Demonstrated ability to develop and implement innovative prospecting and lead-generation strategies
  • Ability to handle rejection with persistence and determination
  • Familiarity with the fintech industry and financial products, services, and challenges
  • Customer-centric mindset and ability to work collaboratively with sales, marketing, and product teams
  • Willingness to learn and adapt to new sales techniques, industry developments, and company products/services

Benefits

Comp & perks
  • Full-time hybrid work arrangement
  • Opportunity to work at a stablecoin-native banking platform
  • Ongoing training and development to improve sales skills and industry knowledge