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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in B2B SaaS sales within the FinTech sector, with a strong focus on consultative selling, pipeline building, and effective communication. Proven ability to collaborate with finance leaders and contribute to product development based on customer insights.
Highest-signal resume keywords
B2B SaaS Sales ExperienceQuota-Carrying Sales ExperiencePipeline-Building CapabilitiesStrong Presentation SkillsTechnical Aptitude
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Quota AchievementProposal PreparationMarket Insight GatheringProduct DemonstrationConsultative Selling
Soft Skills
Written Communication SkillsVerbal Communication SkillsAttention to DetailGrowth MindsetRelationship Building
Certifications & Qualifications
HS Diploma or EquivalentCollege Degree Strongly Desired
Industry Keywords
FinTechB2B SalesSales ProcessCustomer InsightsReferral Channels
About the role
Key responsibilities & impact- Consult with Finance leaders, including CFOs, Controllers, VPs, and Directors, to improve visibility and control over non-payroll company spend
- Source, progress, and close new accounts through a consultative, insight-driven sales approach
- Prepare and present proposals and provide follow-up throughout the sales process
- Attend trade shows, conferences, and other events to promote Paylocity services
- Meet or exceed quarterly and annual sales quotas for the assigned territory
- Collaborate with sales leadership to refine go-to-market strategies, product pitches, and the ideal customer profile
- Provide input into the product roadmap
- Represent the voice of the customer to product management and engineering teams
- Build relationships and gather market insights at conferences, client meetings, and industry events
Requirements
What you’ll need- 2 to 5+ years of quota-carrying sales experience selling to companies in the FinTech space
- Exceptional technical aptitude
- Strong interest in B2B SaaS and the greater financial ecosystem
- Prior experience working at fast growth companies
- Demonstrated pipeline-building capabilities
- Success building internal and external referral channels
- Strong presentation presence and product demonstration skills
- High level of written and verbal communication skills
- Growth-minded with grit and attention to detail
- Travel to prospective clients, company office locations, conferences, client meetings, and industry events as required
- Mobility required for sitting, standing, and walking
- Mobility required for driving to prospective client sites
- HS diploma or equivalent required
- College degree strongly desired
- Must be available five days per week during designated work hours
- Must live in the U.S.
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- 401(k) match
- Career development opportunities
- Variable commission plan
- Annual bonus
- Restricted stock until grant based on individual performance
- Fully remote work from home or location of record within the U.S.
- Flexible work arrangement subject to business needs and individual performance
