Sales Specialist (Dublin, CA or USA Remote)

Sales Specialist (Dublin, CA or USA Remote)

About SavvyMoney:

SavvyMoney is a leading San Francisco East Bay fintech company.  We provide integrated credit score and personal finance solutions to over 1,450 bank and credit union partners nationally.  The SavvyMoney solutions integrate with more than 40 digital banking platforms.

SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area", and is an Inc. 5000 Fastest Growing Company.

Our corporate offices are in Dublin, CA and we offer a hybrid work environment with some days at the corporate office and some days working from home. We are also open to remote candidates who can periodically travel to the office for in-person meetings.

SavvyMoney is seeking a Sales Specialist to support the success of our New Sales Team while driving independent sales efforts. Reporting directly to the Sales Director, this role is responsible for assisting Sales Executives, qualifying leads, booking and conducting demos, managing follow-ups, and achieving a personal sales quota.

This position is ideal for someone looking to gain hands-on sales experience in a high-growth, fast-paced environment while contributing to team success and growing their own pipeline.

Key Responsibilities - 

Sales Support & Collaboration

• Assist Sales Executives by preparing sales materials and data for meetings and presentations (Proficiency in PowerPoint required).
• Generate leads (15% of time) through proactive prospecting via LinkedIn, cold calling, and working with reseller partners.
• Collaborate with Sales Executives to coordinate efforts on key accounts and share best practices.
• Follow up on inbound leads to ensure they are qualified before progressing them through the pipeline.
• Serve as a key point of contact for prospect follow-ups and coordination.

Individual Sales Responsibilities

• Own and manage a personal sales pipeline, from prospecting to close, ensuring alignment with individual and team quotas.
• Conduct engaging and personalized product demos to prospective clients, effectively identifying needs and positioning SavvyMoney’s solutions.
• Develop and execute follow-up strategies to nurture leads and move them through the sales funnel.
• Attend partner and industry trade shows to support the sales team and drive new business opportunities.

Quota Attainment & Performance Tracking

• Consistently meet or exceed individual sales quotas, contributing to overall team targets.
• Maintain accurate records in Salesforce, tracking all interactions, leads, and opportunities.
• Use Salesforce data to analyze personal sales performance, identify areas for improvement, and optimize sales strategies.
• Regularly report on pipeline health and progress toward individual and team goals.

Market Research & Opportunity Development

• Conduct industry research to understand market trends, prospect needs, and competitive positioning.
• Identify and recommend high-value prospects to Sales Executives and the Sales Director.

What We’re Looking For - 

Skills and Experience:

• 1–2 years of experience in sales, sales support, or business development, preferably in fintech, SaaS, or financial services.
• Strong presentation and communication skills, with the ability to conduct persuasive demos.
• A strong understanding of digital banking and experience working with financial institutions.
• Proven ability to manage a sales pipeline and achieve individual quotas.
• Proficiency with Salesforce or similar CRM tools.
• Highly organized, detail-oriented, and excellent at time management.

Qualities That Set You Apart:

• Passionate about fintech and transforming the financial experience for consumers.
• Collaborative and team-oriented while being proactive in independent sales efforts.
• Analytical mindset with the ability to derive insights from data and market research.

Base Salary 

The Annual Base salary for this position will be between $80,000.00 and $90,000.00 based upon experience plus quarterly commission potential.

We provide:

• Competitive salary and equity compensation package
• Vacation/Paid time off
• Medical, Dental, Vision – 100% premium paid for employee
• Opportunity for career growth and challenge
• Beautiful California East Bay office in Dublin

SavvyMoney’s EEO Statement

SavvyMoney relies on diversity of culture and thought to deliver on our goal of Creative People, Practical solutions serving our client needs, and ensures nondiscrimination in all programs and activities. We continuously seek talented, qualified employees in our operations regardless of race, color, sex/gender, including gender identity and expression, sexual orientation, pregnancy, national origin, religion, disability, age, marital status, citizen status, protected veteran status, or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer

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Salary : $80,000 - $90,000