Quickly

www.helloquickly.com

2 Jobs

17 Employees

About the Company

Quickly makes it easy for companies to save on their supplier bills by offering the option of early payment. No credit. No debt. No friction. Just better cash flow, on your terms. Tailored for B2B marketplaces and built to sync with your finance stack, including specialized ERP systems, Quickly amplifies the payment process, enabling businesses of all sizes to pay partners faster and save money in the process.

Listed Jobs

Company Name: Quickly
Job Title: Sales Development Representative
Job Description: **Job Title:** Sales Development Representative **Role Summary:** Drive early-stage revenue by prospecting, qualifying, and scheduling discovery meetings with B2B SaaS and financial services prospects. Operate as the first touchpoint for qualified leads, ensuring a robust pipeline for the Account Executive team. **Expectations:** - Achieve or exceed weekly cold‑call, email, and LinkedIn outreach quotas. - Consistently book high‑quality discovery meetings with decision‑makers. - Maintain accurate activity and pipeline data in CRM. - Collaborate with sales leadership to refine messaging and outreach strategy. **Key Responsibilities:** - Conduct outbound prospecting via phone, email, and LinkedIn using tools such as Apollo, HubSpot, and ChatGPT. - Research and segment target accounts to tailor outreach. - Manage objection handling, build rapport, and qualify prospects based on product fit and budget. - Schedule discovery meetings and confirm attendance to maximize conversion. - Report weekly metrics (calls, emails, meetings booked, pipeline value). - Provide feedback to product and marketing on prospect insights and market trends. **Required Skills:** - 3+ years in B2B SaaS or financial services sales/business development. - Strong outbound prospecting, cold‑calling, and objection‑handling skills. - Excellent verbal and written communication, with polished presentation abilities. - Analytical mindset: extract insights from research and data to inform outreach. - Comfortable with sales automation platforms (HubSpot, Apollo, ChatGPT). - Self‑starter attitude, resilient to rejection, and goal‑oriented. - Adaptable to fast‑paced startup environment and cross‑functional collaboration. - Knowledge of financial markets, industry regulations, and fintech trends is a plus. **Required Education & Certifications:** - Bachelor’s degree in Business, Marketing, Finance, or related field. - Certifications in sales or CRM platforms (e.g., HubSpot Sales Software) are a bonus.

Company Name: Quickly
Job Title: Onboarding and Support Specialist
Job Description: **Job title:** Onboarding and Support Specialist **Role Summary:** Lead the end‑to‑end onboarding of new clients to the platform, ensuring smooth project execution, successful system activation, and effective post‑onboarding support. Act as the primary liaison across sales, FinOps, product, and customer success teams while delivering high‑quality client service and continuous process improvement. **Expectations:** - Complete 95%+ of client onboarding projects within agreed timelines. - Achieve client satisfaction scores ≥ 90 % on post‑onboarding surveys. - Reduce support escalation frequency by 20 % through proactive issue resolution. - Drive adoption milestones for each client, meeting defined usage metrics. **Key Responsibilities:** - Own and manage the full onboarding lifecycle for new customers. - Create, track, and maintain onboarding plans, task assignments, and deadlines. - Conduct project kickoff calls and deliver status updates to internal teams and clients. - Coordinate cross‑functional work among sales, FinOps, customer success, and product. - Document and validate client transaction testing plans with FinOps and technical teams prior to go‑live. - Serve as first‑line support for post‑onboarding issues: troubleshoot, triage bugs, and escalating to appropriate teams. - Develop and maintain internal documentation and client‑facing resources. - Proactively engage clients to confirm adoption milestones and offer best‑practice guidance. - Support account administration and data configuration as needed. - Identify and propose workflow and product improvements based on client feedback and support metrics. **Required Skills:** - 1–3 years’ experience in onboarding, implementation, customer support, or account management within SaaS or fintech. - Proven ability to manage client projects or complex onboarding processes. - Strong organizational, communication, and written‑communication skills. - Detail‑oriented, process‑focused, and self‑motivated. - Proficiency with project management/CRM tools (e.g., Google Workspace, HubSpot, Intercom, Asana). - Tech‑savvy, comfortable learning new platforms and tools quickly. **Required Education & Certifications:** - No explicit degree or certification requirement specified. - Preferred: Bachelor’s degree in Business, Finance, or related field. ---