Strategic Inside Sales & Client Expansion

waystone; Fair Lawn (NJ); On-site; USD 60,000 - 100,000; Full time

Job summary

Waystone is seeking an Inside Sales – Client Engagement & Expansion to drive revenue from existing clients through targeted expansion opportunities identified via ICP and white space models. The role collaborates with Relationship Managers, Business Development and Product teams to activate opportunities through structured conversations and account reviews.

The position focuses on guided client outreach, pipeline development, and cross-selling services, contributing to growth and enhanced client

Qualifications

• Experience in inside sales, client engagement, customer success, or commercial support in financial services.

Responsibilities

• Execute against white space and ICP outputs to engage existing clients.
• Identify under-managed or lightly covered accounts with expansion potential.
• Support annual account reviews and strategic client check-ins.
• Create, qualify, and manage opportunities within the CRM.
• Maintain pipeline discipline and accurate reporting.
• Collaborate with Relationship Management, Business Development, Product, and Marketing.

Skills

Inside sales

CRM management

Client engagement

Pipeline development

Cross-sell / upsell

Education

Bachelor's degree in Business Administration, Finance, or related field

Tools

CRM systems

Job description

Waystone is seeking an Inside Sales – Client Engagement & Expansion to drive revenue from existing clients through targeted expansion opportunities identified via ICP and white space models. The role collaborates with Relationship Managers, Business Development and Product teams to activate opportunities through structured conversations and account reviews.

The position focuses on guided client outreach, pipeline development, and cross-selling services, contributing to growth and enhanced client