• Qualify "incoming clients" and find potential clients to pass them on to sales managers. • Process incoming leads/applications (MQL) and qualify them for budget and need for our product (SQL). • Schedule a video meeting with the sales manager if the lead is suitable. • Conduct initial telephone call/cold calling to the prospected customer. • Enter customer data into HubSpot CRM.

• Identify and engage with potential customers through various methods • Strategically target accounts and build tailored outbound sequences • Work closely with the sales team to develop and optimize prospecting strategies • Maintain and update lead information in our CRM system (Salesforce) • Stay up to date with SaaS and industry trends relevant to the US construction sector.

• Gestionar prospección outbound end-to-end en LATAM (principalmente) y Norteamérica. • Realizar cold calling de alto volumen y alta calidad a tomadores de decisión en fintechs. • Interactuar con líderes C-level y ejecutivos senior, incluyendo CTOs, CPOs, Heads of Risk y COOs. • Colaborar con Marketing para activar campañas, dar seguimiento a leads inbound y convertir interacciones con contenido y eventos en oportunidades comerciales. • Manejar objeciones comunes con confianza, incluyendo temas como falsos positivos, ROI y priorización interna. • Investigar cuentas y personalizar el outreach según mercado, vertical y casos de uso de fraude. • Asistir a eventos fintech y conferencias de la industria para generar nuevas oportunidades y fortalecer la presencia de marca. • Mantener datos limpios y precisos en el CRM y optimizar continuamente las secuencias outbound basándose en feedback de llamadas. • Cumplir consistentemente con objetivos mensuales de reuniones calificadas y generación de pipeline.

• Execute high-volume outbound prospecting (calls, email, LinkedIn) following structured sequences in HubSpot, ensuring consistent daily activity and personalized messaging. • Identify and prioritize target prospects using tools like Ample Market and LinkedIn Sales Navigator, focusing on wealth management firms that match the ideal customer profile. • Qualify prospects through discovery conversations, validating firm characteristics, decision-making authority, and pain points before booking meetings. • Schedule and confirm meetings for Account Executives, ensuring high show rates through proactive follow-ups and clear communication. • Re-engage dormant and recycled leads by analyzing prior interactions and tailoring outreach strategies to restart conversations. • Maintain accurate CRM data by logging all activities, updating pipeline stages, and ensuring full visibility of prospect interactions. • Contribute to outbound performance optimization by sharing insights on messaging, sequences, objections, and channel effectiveness.