Sales Development & Marketing Specialist

Job description

Finvent, since 2001, is a successful regional provider of award-winning software and services for the investment management industry and the exclusive distributor and professional services partner of SS&C Advent Software in its agreed territories.

Our clients span across 10+ countries and include asset managers, wealth managers, pension funds, hedge funds, family offices, fund managers and fund administrators. Our solutions support portfolio management, trading and order management, risk management and compliance, portfolio accounting, reporting, fund distribution, remote client services, performance analytics and related workflows.

We are strengthening our commercial engine and are looking for a disciplined, curious and highly organised Sales Development & Marketing Specialist to help Finvent build a more consistent prospecting, lead-generation and first-stage qualification process across our target markets.The role

This is a practical, execution-focused role for someone who enjoys research, structured outreach, CRM discipline, LinkedIn prospecting and early-stage B2B qualification. You will help create a reliable pipeline of well-researched prospects and qualified opportunities for Finvent’s senior sales and management team.

The role is ideal for a motivated early-career professional who wants to grow in fintech sales and marketing, learn the investment-management technology sector, and work close to senior management in a specialist company with international reach.Key responsibilities

· Research and build targeted prospect lists by country, client segment, product fit and strategic relevance.

· Use Salesforce as the main CRM for accurate lead, account, contact, activity and follow-up tracking.

· Monitor and support inbound leads from SS&C Advent, Finvent channels, website enquiries and campaign responses.

· Qualify early-stage prospects using structured criteria such as need, fit, timing, budget indicators, decision process and relevant stakeholders.

· Prepare short account and prospect briefs before senior sales, discovery calls, demos or partner discussions.

· Support outbound campaigns through email, LinkedIn and telephone follow-up, always using a professional, consultative and non-aggressive approach.

· Maintain clean Salesforce data, update activity history, and ensure that prospect history is visible and current.

· Coordinate with all the relevant internal experts to prepare follow-up actions, meeting notes and next-step tracking.

· Support LinkedIn and light marketing execution (blogs, posts, interest-raising campaigns), including campaign lists, event follow-up, basic content scheduling and audience research.

· Produce a simple weekly lead-generation dashboard covering researched accounts, outreach activity, responses, qualified leads and next actions.What we are looking for

· 1–4 years of experience in inside sales, sales development, B2B marketing, business development support, CRM administration or a similar commercial role.

· A related bachelor’s or master’s degree in a technical or business major.

· Strong research skills and ability to understand company profiles, decision-makers, organizational structures and business signals.

· Comfortable working with Salesforce or another CRM; Salesforce experience is strongly preferred.

· Experience with LinkedIn, LinkedIn Sales Navigator or structured social prospecting is a strong advantage.

· Excellent written and verbal communication skills in English; Greek is required for internal collaboration and local coordination.

· Ability to write clear, professional prospect emails and short account summaries.

· Good understanding of B2B sales processes, lead qualification, follow-up discipline and pipeline hygiene.

· Strong interest in fintech, financial services, investment management, wealth management, asset management or enterprise software.

· Highly organised, reliable and detail-oriented, with the discipline to update systems and follow through on small actions consistently.

· Positive attitude, willingness to learn and ability to work closely with senior people in a small, high-trust team.Nice to have

· Previous exposure to financial software, capital markets, asset management or consulting-led technology services.

· Familiarity with sales frameworks such as consultative selling or structured discovery.

· Experience supporting webinars, conferences, LinkedIn campaigns, newsletters or marketing automation activity.

· Additional European languages are welcome.What this role is not

This is not a senior sales executive role and it is not a pure marketing communications role. The role is designed to create discipline and volume at the front end of the sales process: research, prospecting, qualification, Salesforce hygiene, follow-up and structured handover to senior sales/management.What we offer

· Competitive salary and performance-related bonus opportunity.

· Private health and medical insurance plan.

· Monthly restaurant tickets.

· Remote work every Friday, subject to company needs and role requirements.

· Continuous training in investment-management technology, fintech sales and professional services workflows.

· Direct exposure to senior management, international clients and SS&C Advent ecosystem practices.

· A practical growth path into sales, marketing, channel management or client relationship roles for the right person.

· A professional, mission-driven team that values reliability, learning, client service and long-term trust.How to apply

Please submit your CV in English to [email protected] using the subject line: Sales Development & Marketing Specialist – SDMS26.

All applications are confidential. Please respond only if you comply with most of the job qualifications and are genuinely interested in building a career in specialised fintech sales and marketing.Equal opportunity statement

Your race, age, ethnicity, disability, gender identity or expression make no difference to Finvent. We aim to attract, develop, promote and retain the best people based on abilities, professional behaviour, reliability and contribution.Candidate data privacy notice

Finvent collects and processes personal data in accordance with the EU General Data Protection Regulation (GDPR). Information provided within a job application will be used for recruitment purposes only and will not be shared with third parties. Finvent may keep candidate resumes in its database for potential short-term consideration, unless instructed otherwise. Candidates who wish to be deleted from the database may contact [email protected].