Finance & Treasury B2B Outreach Associate

Satellite Office; Philippines; On-site; PHP 600,000 - 900,000; Full time

Job summary

Satellite Office in the Philippines seeks a Business Development Associate to join a sales team building a digital marketplace for wholesale money markets and fixed income securities. You will report to the Head of Sales, conducting account-based outreach to finance and treasury teams across Australia, aiming to secure introductory meetings and demos booked into the Head of Sales calendar.

You will reach senior finance decision-makers, qualify needs, and manage target lists in Firmable and

Qualifications

• Understanding of treasury or money markets or keenness to learn quickly.
• Confident, composed phone manner with senior finance professionals.
• Clear, polished written communication.
• Working proficiency with Firmable and Pipedrive and careful record-keeping.
• Ability to work from the office on 9 to 5 Sydney hours ( Manila start).

Responsibilities

• Reach senior finance decision-makers through live calls, personalised emails and LinkedIn outreach.
• Qualify needs and book meetings and demos for the Head of Sales, who hosts every one.
• Work a focused market of roughly 3,000 wholesale entities with research and tailoring.
• Build and maintain target lists in Firmable and Pipedrive, finding CFOs, Treasurers and Investment Officers.
• Keep the CRM sharp by logging activity in real time and refreshing contacts.
• Grow into more: industry research, target recommendations, campaigns and case studies.

Skills

Phone outreach

Written communication

CRM experience

Persistence

Research skills

Tools

Firmable

Pipedrive

Job description

Satellite Office in the Philippines seeks a Business Development Associate to join a sales team building a digital marketplace for wholesale money markets and fixed income securities. You will report to the Head of Sales, conducting account-based outreach to finance and treasury teams across Australia, aiming to secure introductory meetings and demos booked into the Head of Sales calendar.

You will reach senior finance decision-makers, qualify needs, and manage target lists in Firmable and