Treasury & Finance B2B Outreach Associate

Satellite Office; Pasig; On-site; PHP 391,000 - 614,000; Full time

Job summary

Satellite Office is seeking a proactive sales professional to join a team building a digital marketplace for wholesale money markets and fixed income securities. You will target finance and treasury teams in Australia, booking introductory meetings and demos into the Head of Sales' calendar.

Responsibilities include reaching senior finance decision-makers, qualifying needs, and maintaining accurate CRM records in Firmable and Pipedrive. The role requires adapting to Sydney hours from Manila.

Qualifications

• Understanding treasury and money markets or willingness to learn quickly
• Confident, composed phone manner with senior finance professionals
• Persistent and professional, not pushy
• Clear, polished written communication
• Familiarity with Firmable and Pipedrive; strong record-keeping
• Ability to work Manila office hours aligning with Sydney time

Responsibilities

• Reach senior finance decision-makers via live calls, emails, and LinkedIn
• Qualify needs and book meetings and demos for the Head of Sales
• Build and maintain a target list of ~3,000 entities; identify CFOs, Treasurers, and Investment Officers
• Keep CRM up-to-date with real-time activity
• Grow into research, campaigns, and case studies as you progress
• Manage outreach within a focused market and tailor messaging

Skills

Phone outreach

Written communication

CRM proficiency (Firmable, Pipedrive)

Persistence & professionalism

Finance/treasury knowledge or quick学习

Tools

Firmable

Pipedrive

Job description

Satellite Office is seeking a proactive sales professional to join a team building a digital marketplace for wholesale money markets and fixed income securities. You will target finance and treasury teams in Australia, booking introductory meetings and demos into the Head of Sales' calendar.

Responsibilities include reaching senior finance decision-makers, qualifying needs, and maintaining accurate CRM records in Firmable and Pipedrive. The role requires adapting to Sydney hours from Manila.