Lead Qualification

• Conduct initial discovery conversations to understand the prospect’s current reporting, analytics, and data environment.
• Identify challenges such as manual reporting, spreadsheet dependency, fragmented data, limited visibility, or inefficient financial reporting processes.
• Determine whether prospects have a potential need for Fresche Analytics solutions.
• Accurately document qualification information within Salesforce and sales engagement platforms.

Meeting Scheduling

• Schedule qualified introductory meetings between potential clients and the Analytics sales team.
• Provide clear context regarding the prospect’s challenges, business priorities, stakeholders, and potential opportunity.
• Ensure a smooth handoff of qualified opportunities to Account Executives.

Pipeline Generation

• Consistently generate qualified Analytics leads and opportunities.
• Build relationships with new Finance and business stakeholders within target accounts.
• Track and report on lead generation activities, meetings, opportunities, and pipeline generated.
• Collaborate with Sales and Marketing to refine Analytics-focused outbound campaigns and messaging.

CRM Management

• Maintain accurate and up-to-date records of prospecting activities and interactions within Salesforce.
• Track progress against activity, meeting, opportunity, and pipeline targets.
• Maintain accurate account and contact information to support ongoing prospecting efforts.

Market Knowledge

• Develop a strong understanding of the Data & Analytics landscape, including financial analytics, business intelligence, reporting, AI, and modern data platforms.
• Stay informed about Fresche Analytics solutions, customer use cases, and value propositions.
• Develop an understanding of the business challenges facing CFOs and Finance organizations.

Collaboration

• Work closely with Analytics Account Executives to identify priority accounts and generate qualified opportunities.
• Collaborate with Marketing on targeted Analytics and Finance-focused campaigns.
• Share feedback on prospect objections, messaging effectiveness, market trends, and customer pain points.

Targets & Metrics

• Consistent outbound prospecting activity across phone, email, and LinkedIn.
• Qualified Meetings: Generate approximately 8–12 qualified Analytics meetings per month.
• Pipeline Generation: Consistently contribute qualified pipeline for Fresche Analytics.
• Account Penetration: Build new relationships with Finance and business stakeholders within targeted accounts.
• Track meeting conversion, opportunity creation, pipeline generated, and overall campaign effectiveness.

Qualifications

• Proven track record of success in a BDR, SDR, inside sales, or business development role, preferably within technology, analytics, SaaS, or IT services.
• Experience prospecting into senior business stakeholders; experience engaging CFOs or Finance leaders is an asset.
• Strong written and verbal communication skills.
• Strong phone presence and ability to engage senior decision-makers effectively.
• Ability to understand and articulate analytics and technology concepts in a clear, business-focused manner.
• Self-motivated, results-oriented, and comfortable working independently.
• Strong organizational and time-management skills.
• Proficiency with CRM and prospecting tools such as Salesforce, LinkedIn Sales Navigator, ZoomInfo, Salesloft, Outreach, or similar platforms.
• Experience or familiarity with analytics, financial reporting, Power BI, Microsoft Fabric, Azure Data, or related technologies is considered an asset.

What We Offer

• Competitive base salary and performance-based commission structure.
• Premium benefits package.
• Advanced sales tools and resources with a company-provided technology stack.
• A culture of innovation and collaborative teams driven by client success.
• Fully remote environment with occasional US and Canadian travel as required.
• The opportunity to play a direct role in building and scaling Fresche’s growing Analytics business.

If you’re passionate about business development, analytics, and creating new relationships with business leaders, we’d like to hear from you.

We are proud to be an equal opportunity employer and are committed to fostering a diverse and inclusive workplace. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

WHAT’S IT LIKE TO WORK AT FRESCHE?

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Originally posted on Himalayas