About this role
About the Role
Join a sales team building out a digital marketplace for wholesale money markets and fixed income securities. You will report directly to the Head of Sales, running thoughtful, account-based outreach to finance and treasury teams across councils, statutory entities, family offices, corporates, education and not-for-profits in Australia. Your goal: qualified introductory meetings and demos, booked straight into the Head of Sales' calendar.
What You'll Do
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Reach senior finance decision-makers through live calls, personalised emails and LinkedIn outreach
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Qualify needs and book meetings and demos for the Head of Sales, who hosts every one
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Work a focused market of roughly 3,000 wholesale entities, where research and tailoring beat call volume
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Build and maintain target lists in Firmable and Pipedrive, finding the right CFOs, Treasurers and Investment Officers
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Keep the CRM sharp by logging activity in real time and refreshing outdated contacts
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Grow into more: industry research, target recommendations, campaigns and case studies as you develop
What You'll Bring
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An understanding of how treasury and money markets work, or real keenness to learn it quickly
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A confident, composed phone manner with senior finance professionals
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Persistence that is consistent and professional, never pushy
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Clear, polished written communication
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Working proficiency with Firmable and Pipedrive, plus careful record-keeping
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Ability to work from the office on 9 to 5 Sydney hours (an early start in Manila)
Nice to Have
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Experience in finance, treasury or financial-services sales
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Writing skill suited to case studies and marketing content
What's In It For You
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A role designed to grow: start with outreach, then move into research, CRM strategy and content
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Direct access to the Head of Sales: weekly 1:1 coaching (more often at the start), plus a weekly sales team call
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Real market learning: build genuine knowledge of treasury, term deposits and fixed income
Ready to make the call?
Apply with your CV!