New Business Advisor

About the role:

Our ideal team member is an experienced SaaS sales professional with a consultative, value-based sales approach. You’re exceptionally comfortable being on video and have an innate ability to connect with small business owners from all walks of life and professions. You have a knack for translating complex business and financial constructs, naturally communicating them clearly and accurately. You thrive in fast-paced sales cycles, can handle multiple requests, and believe in driving toward solutions for your prospects - you love that no two calls will be the same. 

Note: This is a full-time, salary and commission-based role. 

⚒️Responsibilities:

• Conduct video discovery with prospective members to determine qualification, initiate an exceptional relationship-building experience, and secure the prospect’s commitment to join.
• Provide value and guidance to prospective members based on their unique business attributes and financial needs.
• Own and manage a pipeline of both self-generated and pre-qualified leads through value-based, diligent follow-up.
• Partner with Marketing and Enablement on outbound targeting and cold outreach.
• Work collaboratively with Marketing and our Member Services Team on cross-functional projects to ensure the delivery of an exceptional member experience. (NOTE: setting client expectations)
• Ambitiously develop and execute new ideas for outbound prospecting, pipeline management, and networking strategies. 
• Prepare and deliver weekly reports to explain business results (conversion, feedback, lead source, etc.).

🙌 What we want you to bring:

• 2-3+ years experience at a FinTech company (or related SaaS experience), Client Acquisition, and Business Development Experience.
• Strong track record of overachieving sales quotas and targets with an innate ability to overcome objections. 
• High EQ, passion for our mission, highly-engaged self-starter with an intrinsic drive, proactive, independent learner, and fantastic team player that adds to our incredible team culture.
• Empathic understanding of the challenges of being a small business owner.
• Excellent verbal and written communication skills via phone, SMS, email, and video conference.
• Outstanding sales, persuasive, interpersonal, and customer service skills.
• Exceptional organizational skills, data-centric approach, and attention to detail.
• Proven ability to launch successful outreach or other prospecting campaigns.

Bonus Points if you have: 

• Experience in an early-stage tech start-up. 
• General knowledge of G-Suite, Zoom, Loom, Slack, Asana, Front, or similar applications.
• Familiarity with sales enablement tools: Salesforce, Gong, Calendly, etc.

Why work with us:

• Collective is the first online back office platform designed for Businesses-of-One.
• Tax is a very challenging space and you will grow fast.
• We were backed by top tier VCs.
• We promote open and transparent culture within the company.
• We’re fast-paced and you learn every day.

What we offer in return:

Compensation Range: $80,000 annual base + commission (50/50 split of $160K OTE with annual incentives)

The salary ranges for the roles are posted for your convenience and review. Please understand that if an offer is presented, the offer compensation package will be based on the relevant position related skills a candidate demonstrates during our formal interview process.  

• A remote friendly environment, non field based 
• A diverse and collaborative team culture
• Stock options package
• 14 company holidays + unlimited PTO
• 401K
• Employer paid Health, Vision and Dental Insurance
  • 100% coverage for employees
  • 75% coverage for dependents
• PC or Mac laptop + $750 Home office stipend
• Generous paid parental leave
• Fertility benefits, up to $8k
• Team events and virtual gatherings
• $600 wellness bonus