Sales Development Representative, Universal Banking (Portuguese Speaker)

Finastra Technology; Lisboa; Híbrido; EUR 32 000 - 48 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Unlimited vacation (local regulations)

Hybrid working arrangements

Health & financial security benefits

Inclusion programs

Career development opportunities

Recognition programs

Resumo da oferta

Finastra is seeking a Sales Development Representative to act as a liaison between Marketing and Sales for the Universal Banking unit. You will seek new business opportunities by contacting, developing and nurturing relationships with potential customers.

You will manage leads through inbound and outbound channels, engage with prospects via calls, emails and social channels, and collaborate with account executives to ensure the right leads are engaged in the right accounts.

Qualificações

• Experience in sales, sales support, business development, or inbound/outbound B2B phone-based roles is welcome but not required.
• Ability to communicate in English and Portuguese (both orally and written is required)
• Familiarity with CRM tools, preferably Salesforce is desirable.
• Banking, Finance or Software background is a plus.

Responsabilidades

• Manage and qualify new and existing leads through inbound and outbound channels.
• Maintain active engagement with leads to increase customer interest in our offerings and value propositions through creative, consultative communications (cold calls, email, and social channels).
• Collaborate closely with account executives to not only qualify leads, but also to ensure we’re engaging with the right leads in the right accounts.
• Use tools and technologies to improve process efficiency, maintain sales forecast data and regularly reviewing and updating the sales reporting system (CRM).
• Keep up to date with current industry trends, competitors, and current/new company products and services.
• Participate in training programs as directed by the manager.
• Own and manage lead generation targets, forecasts, and performance via weekly/monthly/quarterly sales reporting.
• Adherence to tracking Key Performance Indicators (KPIs), achievement of allocated targets.
• Consistently strive to achieve and surpass allocated targets by implementing effective strategies and maintaining a high level of productivity.

Conhecimentos

English & Portuguese communication

CRM tools (Salesforce desirable)

Strong communication skills

Self-motivated & team player

Time management & organization

Formação académica

Bachelor’s degree in business

Ferramentas

Salesforce

Descrição da oferta de emprego

Who are we?

At Finastra, we’re a global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry. Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries.

What will you contribute?

This is an exciting lead generation opportunity for individuals interested in developing their sales career within a leading financial services software organization. As a Sales Development Representative, you will act as the liaison between our Marketing and Sales teams for Universal Banking Business Unit. Your role will be to seek new business opportunities by contacting, developing and nurturing relationships with potential customers.

Role and Responsibilities:

The duties of the Sales Development Representative will include, but are not limited to, the following:

Manage and qualify new and existing leads through inbound and outbound channels.

Maintain active engagement with leads to increase customer interest in our offerings and value propositions through creative, consultative communications (cold calls, email, and social channels).

Collaborate closely with account executives to not only qualify leads, but also to ensure we’re engaging with the right leads in the right accounts.

Use tools and technologies to improve process efficiency, maintain sales forecast data and regularly reviewing and updating the sales reporting system (CRM).

Keep up to date with current industry trends, competitors, and current/new company products and services.

Participate in training programs as directed by the manager.

Own and manage lead generation targets, forecasts, and performance via weekly/monthly/quarterly sales reporting.

Adherence to tracking Key Performance Indicators (KPIs), achievement of allocated targets.

Consistently strive to achieve and surpass allocated targets by implementing effective strategies and maintaining a high level of productivity.

Required Skills & Experience:

Experience in sales, sales support, business development, or inbound/outbound B2B phone-based roles is welcome but not required.

Ability to communicate in English and Portuguese (both orally and written is required)

Familiarity with CRM tools, preferably Salesforce is desirable.

Banking, Finance or Software background is a plus.

Ability to build and nurture relationships.

Strong tenacity and follow-up skills.

Excellent written, verbal, and interpersonal communication skills.

Self-motivated with the ability to work independently and as part of a team.

Strong time management, organizational, and decision-making skills.

Strong attention to detail.

Proficient with Microsoft Office.

Education

Bachelor’s degree in business or equivalent experience.

We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we stand for:

• Flexibility: Enjoy unlimited vacation, subject to local regulations and business priorities. Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave.
• Well‑being: Access confidential one‑to‑one support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive—inside and outside of work.
• Health & Financial Security: Medical, life and disability insurance, retirement plans, lifestyle, and other benefits.*
• Sustainability: Paid time off for volunteering and donation‑matching opportunities to support causes that matter to you.
• Inclusion: Get involved in our inclusion communities, such as Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra—open to everyone who wants to participate and contribute.
• Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
• Recognition: Take part in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working.

*Specific benefits may vary by location.

At Finastra, each individual is unique—bringing their own ideas, perspectives, cultural backgrounds, and experiences. We learn from one another, value what makes us different, and create an environment where everyone feels included, supported, and able to be their authentic selves.

Be unique. Be exceptional. Help us make a difference at Finastra.