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Manager, Financial Services (Sales)



Accounting & Finance, Sales & Business Development
Gurugram, Haryana, India
Posted on Monday, October 30, 2023

ApplyBoard simplifies the study abroad search, application, and acceptance process by connecting international students, recruitment partners, and educational institutions on one intuitive and personalized platform. ApplyBoard is a mission-driven, hyper-growth organization. It has been attracting dedicated individuals for more than eight years who are inspired every day to break down barriers to international education and take their careers to new heights at a company that will invest in their career growth. Our six core values are our compass in our mission to Educate the World and the foundation of our unique company culture. As an organization built on a foundation of diversity, it’s important that our team members are representative of the students from more than 140 countries that we support.

The Opportunity:

ApplyBoard is looking to hire a Manager, Financial Services (GIC and Loans) to grow a new business drive the existing business and ensure market share and profitability. This role will be responsible for managing overall operations, recruiting staff, and creating marketing and sales plans while staying within budget. They will also develop and submit weekly, monthly, and quarterly performance and progress reports to ensure the team’s targets are met or exceeded.

What You'll be doing Everyday:

  • Manage a team of sales professionals of Financial Services (GIC and Loans).

  • Set targets, performance plans, and rigorous, objective standards for sales representatives.

  • Meet with reps one-on-one weekly to review performance, progress, and targets.

  • Deliver deep performance reviews for each individual rep once or four times per year.

  • Coach individual sales representatives one-on-one through phone work and prospecting help sessions to help them improve sales performance.

  • Develop a scalable sales process and ensure representatives adhere to it correctly.

  • Ensure that reps use sales technologies, such as CRM (HubSpot), correctly.

  • Ensure that reps follow their daily tasks, such as following up with the customer and doing the assigned task by another team correctly.

  • Plan and implement training programs.

  • Hold regular skills training sessions with internal or external sales trainers.

  • Recruit, select, onboard, and train new sales reps.

  • Unite the team: Ensure reps work as a positive unit and share their best practices.

  • Set a good example for the team.

  • Work according to company culture and values, prioritize ruthlessly, use good communication, and deliver results effectively.

  • Maintain a deep understanding of customer needs and monitor their preferences.

  • Resolve escalated customer issues and customer complaints regarding sales and service.

  • Report any conflict of interest for sales representatives.

  • Determine and assign sales quotas, targets, and/or goals.

  • Project and forecast annual and quarterly revenue for one or more sales territories.

  • Develop sales strategies to acquire new customers or clients.

  • Track sales team metrics and share them with company leadership.

  • Analyze sales data on sales results and develop plans to address performance gaps.

  • Collaborate with marketing executives to develop lead generation plants.

  • Monitor competition, economic indicators, and industry trends.

What you Bring to the Table:

  • Experience in financial services/loans/ student recruitment.

  • Experience 8+ years with team management.

  • Experience managing a sales team with a track record of quota achievement.

  • Experience with building and implementing a Go-to-Market strategy.

  • Having a successful track record of B2B sales in Financial services, GIC, and Loans will be a great asset.

  • Experience in creating and implementing administrative process documentation, designs, and others. Related technical materials that have made the sales team more efficient.

  • Experience creating and rolling out training manuals for sales and recruitment agents.

About ApplyBoard

ApplyBoard empowers students around the world to access the best education by simplifying the study abroad search, application, and acceptance process to more than 1,750 institutions across Canada, the United States, the United Kingdom, Australia, and Ireland. Headquartered in Kitchener, Ontario, Canada, and with an additional operational office in Gurugram, India, ApplyBoard has helped more than 600,000 students from over 150 countries fulfill their study abroad dreams since 2015.

In 2022, Deloitte named ApplyBoard one of the fastest-growing technology companies in Canada for the fourth consecutive year, ranking #30 on the Deloitte Technology Fast 50 and #170 on the 2022 Deloitte Technology Fast 500 list. ApplyBoard ranked on LinkedIn’s 2022 Top Startups List in Canada in 2020, 2021, and 2022 and was recognized as CIX’s Innovator of the Year 2022 and the EY Entrepreneur of the Year 2022 Ontario Winner. In 2023, ApplyBoard India was Great Place to Work® Institute (India) certified for outstanding employee experience and workplace culture.

Thank you for your interest in joining ApplyBoard on our mission to Educate the World. Please note that only qualified applicants that have been selected for an interview will be contacted.

ApplyBoard welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.