Client Solutions Specialist

About Us

At Strum Platform, our mission is to unveil the hidden potential of data insights, with a primary focus on enriching people's lives through wider financial service inclusion. With roots in financial marketing and data-driven strategies, we are primed to usher in the next wave of innovation in marketing technology and streamlined brand experiences.

Strum Platform envisions its cloud-based Customer Data Platform (CDP) to be the cornerstone of tomorrow's financial world. We aim to arm financial leaders with the tools to transform data into actionable insights, enhancing brand experiences and boosting members' financial well-being.

The Role

We are seeking a Client Solutions Specialist, an entry-level, high-growth role designed to evolve into a Client Solutions Representative within 12–18 months. In this role, you will gain hands-on experience in prospect research, pipeline development, CRM management, outreach coordination, and consultative solution selling within a SaaS environment.

You will work closely with our SVP of Client Experience & Growth to ensure early-stage prospect interactions meet our client experience standards. This includes helping maintain consistent messaging, responsiveness, and discovery processes throughout the client journey. You will also collaborate with Marketing, Product, and Client Experience teams to understand how revenue growth and client satisfaction operate together.

Responsibilities

• Conduct prospect research and identify target financial institutions and decision-makers
• Build and maintain prospect lists aligned with strategic priorities
• Assist with outbound outreach campaigns (email, LinkedIn, calls) and qualify inbound leads
• Schedule product demonstrations and maintain accurate CRM records
• Support pipeline reporting and sales performance tracking
• Partner with Marketing on lead nurturing and follow-up campaigns
• Participate in product demos, sales training, and gradually assume responsibility for prospect conversations

Requirements

• Bachelor’s degree in Business, Marketing, Communications, or related field
• 2+ years of inside sales experience, preferably in SaaS or technology sales
• Demonstrated success meeting or exceeding sales goals
• Experience with subscription-based or recurring revenue products
• Strong prospecting, cold outreach, and virtual presentation skills
• Familiarity with CRM systems (HubSpot, Salesforce, or similar)
• Self-motivated, highly organized, and comfortable in a fast-paced environment

Preferred

• Experience selling into financial institutions or financial services
• Startup or early-stage SaaS experience
• Experience with multi-stakeholder sales processes

Why Join Us

• Full-time, 100% remote (US)
• Base salary $55k–$65k + commission
• Health, dental, vision, 401(k) with match, PTO, and holidays
• Opportunity to grow into a full client solutions role