Sales Outreach Specialist

This is a remote position.

Embrace Finance & Banking Group serves 1,100 institutions across North America, including nearly 450 financial institutions comprising 150+ credit unions and 250+ banks—spanning the Top 50 U.S. banks as well as community financial institutions that power regional growth.

We are looking for a Sales Outreach Specialist to join our dynamic team supporting our Finance & Banking Group. This individual will play a key role in identifying and engaging qualified leads—specifically Credit Unions and Community Banks—interested in exploring Core and Digital Banking platform solutions.

As a Sales Outreach Specialist , you will be instrumental in driving business growth by identifying, qualifying, and engaging prospective clients through proactive outbound efforts. Your work will help expand Embrace’s footprint across North America by generating new opportunities and building strong initial relationships with financial institutions. You’ll run high-quality outbound (phone, email, LinkedIn, events follow-up), personalize outreach with research and triggers, and partner tightly with Sales and Marketing to book qualified meetings and progress prospects to discovery.

Key Responsibilities

• Conduct outbound calls and emails to prospective clients, primarily Credit Unions and Community Banks.
• Qualify & convert : apply ICP to turn raw interest into MQLs and SQLs , then calendar the first discovery /demo call.
• Research & personalization : use LinkedIn, websites, press, association directories, and intent/enrichment tools to tailor messages (e.g., digital modernization, core conversion, fraud/risk initiatives, merger activity, card/recon issues) catering to business needs and challenges by leveraging available scripts and other resources
• Cadence execution : run structured multi-step sequences; A/B test subject lines, call openers, and CTAs; iterate weekly based on data.
• Notes & hygiene : capture clean call notes, contacts, buying-center roles, and next steps in CRM; maintain accurate stage and disposition codes.
• Partner with AEs/AMs/Marketing : align on target accounts, event follow-ups (CUNA/ICBA/ABA/NACUSO/state leagues), and hand-offs that lead to second meetings.
• ​ Compliance : operate within TCPA/CAN-SPAM/CASL and internal do-not-call/opt-out policies; respect data privacy for financial institutions.
• Stay informed about industry trends, core and digital banking technologies, and the company’s offerings to effectively engage prospects.

Requirements

• 1-3 years of experience in sales, business development, or customer outreach—preferably within credit unions and community banks, fintech, or technology sectors.

Excellent verbal and written communication skills with the ability to clearly articulate value propositions and engage prospective clients.

Strong interpersonal and active listening skills to build rapport, understand client needs, and uncover opportunities.

Proven sales acumen with the ability to qualify leads, handle objections, and move prospects through the sales funnel.

Comfort with high-volume outreach and persistence in follow-ups while maintaining professionalism.

Ability to research and prepare by leveraging tools such as LinkedIn and CRM systems to personalize outreach and gather insights.

Strong organizational and time management skills to track outreach activities, manage follow-ups, and maintain accurate CRM records.

Experience using Salesforce or similar CRM platforms to document interactions and manage pipelines.

Self-driven and goal-oriented, with a proactive approach to meeting and exceeding performance targets.

Adaptable and curious, open to learning, refining approaches based on feedback, and staying current on industry trends and digital banking solutions.

What Success Looks Like (KPIs/Targets)

● # Meetings set: 8–14 per month (quality-screened, with buying roles present).

● MQLs → SQLs: 20–30 MQLs/month with 40–60% conversion to SQL.

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