Finance SaaS Onboarding Sales Rep

@victorb8

Hi, hope you are doing well. I see you are looking for a proactive assistant to help rebuild your direct sales team while expanding your social media presence. I have worked on similar projects involving sales calls, client communication, administration, social media marketing, and business development. I’m confident on the phone, highly organized, proactive, and comfortable managing follow ups while keeping clients and team activities on track. I can also research and test AI marketing solutions, identify useful tools, and help implement systems that improve your sales and marketing operations. Kindly dm you share terms i satrt right away. Best, Victor

@peculiarduke123

If a prospect asked for info on a finance SaaS platform 20 minutes ago, calling them 4 hours later turns a "warm" lead into a cold outreach call. A few operational details I’d align on immediately to keep activation rates high: Speed-to-lead threshold: Are these leads routed real-time via webhooks/CRM automation as soon as they fill out the form, or pushed in batch drops? The Hand-off Bridge: To avoid the classic "rep asks the same 10 questions the Success Manager asks 20 minutes later" friction, are you utilizing structured custom fields/notes triggers in HubSpot/Salesforce, or a light call recording link (e.g., Gong/Fathom) attached directly to the deal stage? Objection prep: Finance buyers usually freeze at two points during onboarding: data security/compliance concerns or internal migration downtime. Do you already have a structured call-script outline for these, or would you need me to help refine those response pathways based on early call dynamics? I operate strictly within EST/CST business hours and keep CRM hygiene clean—no prospect moves stages without log notes, contact outcome tagging, and context for the success team. When are these inbound leads currently being contacted relative to when they submit their request?

@engruhulajom

Hello Dear, I’m Md Ruhul Ajom, an experienced Sales & Customer Support Specialist with 10+ years of experience handling leads, onboarding, and client communication. I understand you need a phone-savvy representative to follow up with qualified inbound finance SaaS leads, answer questions, schedule onboarding, and maintain accurate CRM records. I am skilled in lead follow-up, SaaS sales, CRM management, customer onboarding, email communication, and client handoffs. I have a few questions: 1. Which CRM do you use? 2. Are leads pre-qualified? 3. What onboarding targets should I follow? I can manage every interaction professionally and keep your pipeline accurately updated with clear discovery notes. Looking forward to hearing from you. Best regards, Md Ruhul Ajom

@maletu23

Hello, I am hardworking and detail-oriented with good communication and telephone handling skills. I have experience in account management and I type fast and accurately. I am available 40 hours per week and will deliver quality work on time. I would love to support your Finance SaaS onboarding. Thank you for your consideration.