Sales Associate - (US-Based Finance Company)

I’m helping Pearl Talent find a top candidate to join their team full-time for the role of Sales Associate - (US-Based Finance Company).You'll empower global talent and drive sales growth with precision.Compensation:HiddenLocation:Remote: PhilippinesMission of Pearl Talent:"Our job doesn’t end when a talent has joined your team. We ensure that they’re fully integrated and actively contributing to your company’s growth. If a hire doesn’t meet your expectations, we’ll work with you to understand why and replace them at no additional cost."What makes you a strong candidate:You are proficient in Virtual assistance, HubSpot, Google Slides, Google Sheets, Google Docs.You have the potential to develop in Sales outreach, Fintech, Financial services, Data reporting, Data analysis.English - Fully fluentResponsibilities and more:Key Responsibilities - Draft, refine, and personalize outbound sales emails and follow-up messages with zero errors. - Support SDR sequences by managing templates, updating lead statuses, and tracking funnel stages. - Maintain CRM (HubSpot) hygiene and documentation, ensuring accuracy in pipeline management. - Prepare, format, and QA client-facing sales decks, proposals (loans), and one-pagers. - Track campaign performance (open, click, reply rates) and flag underperformance. - Organize outreach lists and monitor which financial advisors or prospects are being contacted. - Manage inboxes for AEs, ensuring timely responses and follow-ups. - Extract key insights from transcripts and meeting notes for follow-up actions. - Coordinate handoffs until client onboarding is complete. Requirements Must-Have- 1–2 years of experience in SDR support, Virtual Assistant, or RevOps roles. - Flawless written English (grammar, tone, nuance – native-level quality). - Exceptional attention to detail and accuracy in documentation. - Strong organizational skills, able to track multiple deals and timelines. - Confidence to follow instructions precisely and seek clarification when needed. - Proficiency in Google Suite (Docs, Sheets, Slides, Calendar). - Experience using HubSpot or similar CRMs. - Ability to do mental math and basic analysis to support loan/proposal preparation. - Reliability and consistency in availability (US working hours). Nice-to-Have- Background in financial services, loans, or fintech. - Experience supporting US-based sales teams. - Familiarity with SDR engagement tools (Apollo, Outreach, Mixmax). - Experience in compliance-adjacent or regulated industries. - Knowledge of data analysis or reporting.