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Position Summary

Inside Sales/BDR (B2B – SaaS) reports to the Business Development Team Lead and works with a team of Business Development Executives and Representatives. The role focuses on building targeted outreach, qualifying inbound leads, and developing new accounts in the insurance and wealth sectors.

Responsibilities

- Generate leads through cold calling, emailing, social media, networking, industry events, and ABM.
- Conduct research to identify target accounts, leads, decision‑makers, and understand their needs.
- Collaborate with sales and marketing to craft and execute lead‑generation strategies.
- Establish and maintain relationships with prospects, educating them on Equisoft solutions.
- Follow up on inbound inquiries promptly and qualify leads based on predefined criteria.
- Pass qualified leads to the sales team and schedule meetings/demos.
- Monitor market trends, news, and customer feedback to uncover new opportunities.
- Prepare and present proposals, presentations, and quotes.
- Maintain and update customer data within the CRM system.
- Provide regular reports on lead generation activities and outcomes.
- Stay current on industry trends and product knowledge.

Qualifications

- Bachelor’s degree in Business Administration, Marketing or a related field.
- 6‑8 years of B2B technology sales or relationship‑building experience, preferably in insurance.
- Experience in SaaS sales and understanding of industry best practices.
- Proven ability to engage C‑suite/executive level prospects.
- Track record of exceeding KPIs and sales targets.




- Strong grasp of sales metrics and performance analysis.
- Result‑oriented, self‑motivated, with excellent communication, presentation, and organizational skills.
- Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
- Willingness to travel occasionally to conferences in the US and Canada.
- Knowledge of Account Based Management (ABM).
- Fluent in French and English (spoken and written).

Soft Skills

- Strong sales and negotiation skills with a proven track record of closing deals.
- Highly motivated, target‑driven and organized with meticulous attention to detail.
- Comfortable communicating via email and phone.
- Strong sense of organization, prioritization, and teamwork.
- Tact, diplomacy, autonomy, rigor, and discipline.

Nice to Have

- Experience with HubSpot or other CRM platforms.
- Background in the insurance and financial industry.
- Knowledge of AI tools and certifications.
- Spanish (spoken and written).

Benefits

- Medical, Dental, and Telemedicine Program starting on day1.
- Versátil hours and a 40‑hour work week.
- Educational support: LinkedIn Learning, LOMA Courses, and Equisoft University.

EEO Statement

Equisoft is committed to creating a diverse environment and is proud to be an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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Postúlate en Kit Empleo: kitempleo.com.co/empleo/1azjqs

📌 Inside Sales/BDEB – SaaS) (Bogotá)
🏢 Equisoft Inc. (Canada)
📍 Bogotá