Territory Development Specialist (FinTech Sales)

three+one is a growing public sector fintech firm providing liquidity and treasury solutions. They are seeking a driven, early-career sales professional to support lead generation, prospect engagement, and sales enablement initiatives.

Responsibilities:

• Master the Value Selling Framework (VSF): Develop deep proficiency in the firm’s business development methodology to effectively support sales activities and engage prospects with confidence
• Support BDO Sales Activities: Assist in planning, preparing, and executing BDO outreach, including call preparation, documentation, follow-up tasks, and opportunity advancement
• Facilitate Prospect Engagement: Participate in and help lead prospect interactions by coordinating and supporting demos, delivering technical insights, and ensuring timely responses to prospect inquiries
• Drive Targeted Outreach: Execute targeted, high-impact outreach campaigns—especially after mastering VSF—to generate and advance qualified leads
• Conduct Market Research & Sales Analytics: Evaluate market trends, analyze sales data, and identify new business opportunities to support strategic decision-making and pipeline development
• Conference Planning & Execution: Plan, attend, and support pre- and post-conference activities to maximize lead generation and relationship building
• Represent three+one at Industry Events: Engage with prospects and partners at conferences to build brand awareness, establish credibility, and identify new opportunities
• Manage Documentation & CRM Accuracy: Maintain accurate and timely records in Zoho, ensuring prospect notes, follow-ups, and lead statuses are up to date and actionable
• Participate in Weekly Sales Updates: Contribute to weekly sales meetings and BDO pipeline reviews by providing insights, progress updates, and recommendations
• Collaborate on Sales Strategies: Work closely with the Sales Manager and BDO team to refine outreach strategies, optimize sales processes, and support continuous improvement
• Respond to Ad Hoc Sales Requests: Provide responsive, high-quality support to the CRO and broader sales team as needed

Requirements:

• Associate degree
• Demonstrated interest in sales, client engagement, or business development
• Proficiency with Google Workspace (Gmail, Drive, Calendar, Slides) and working knowledge of Microsoft Office, especially Excel
• Strong analytical skills, with the ability to interpret data, identify trends, and support sales and pipeline decisions
• Ability to learn quickly, including mastery of the Value Selling Framework (VSF) and our product offerings
• Self-starter with strong organizational skills, capable of managing follow-up activities, documentation, and multiple priorities in a fast-paced environment
• Excellent communication and interpersonal skills, with the ability to engage prospects professionally and represent the company at conferences and events
• Comfort working collaboratively in a team-oriented, growth-focused environment
• Commitment to continuous learning, teamwork, and driving measurable results in support of firmwide revenue growth
• Bachelor's degree
• At least 1 year of sales experience
• Professional experience in education, local government, higher education, or other public sector environments
• Exposure to treasury management, public finance, or financial operations