Sales Trainee (m/f/d) - Financial Indexes

BITA is a Fintech company with the mission of disrupting the index and systematic investment industry. Through advanced software, state-of-the-art infrastructure, and high-quality data, we empower our clients to develop innovative investment products faster, more flexibly, and at a lower cost. We are a young and dynamic team of more than 60 people located across the world unified by a strong belief that the investment industry is ready for a new challenger.

We seek a dynamic and results-driven Sales Trainee to join our exceptional entrepreneurial team.

As a Sales Trainee, you will be in a highly visible position, directly supporting the CRO and CEO in executing BITA's commercial strategy. You will support all sales representatives in lead generation, client meetings, and in capturing high-value information in the CRM. The position will be based in our head office in Frankfurt am Main, where you will have ample interaction opportunities with all teams, getting invaluable exposure to all our business activities.

Responsibilities

• Generate leads, support sales representatives in closing deals, and manage existing clients.
• Document client/prospect interactions and information in our CRM system.
• Support the sales team with weekly reporting for senior management.
• Identify leads for the senior sales team in a structured manner.
• Join calls to understand the sales process and value proposition while taking meeting minutes.
• Work with marketing team to generate suitable collateral for client meetings and follow-ups
• Thrive in a continuously changing environment while remaining highly organized, optimistic, and coachable.
• Report on sales and deal data on a frequent basis (analyse trends etc)
• Be a visionary and communicator of BITA’s value proposition

Requirements

• Bachelor in Finance, Business, Economics, or related. A Master's degree would be a plus.
• Highly proficient in MS Office (Excel, PowerPoint, Word, Access).
• Ability to learn quickly in a fast-paced environment.
• Great problem-solving skills and procedural thinking.
• High degree of initiative.
• Possess excellent written and oral communication skills, strong active listening skills, and a genuine enthusiasm for helping clients/prospect solve their business problems.
• Good foundational knowledge in financial markets and investing.

What We Offer

• Global Team: Join an international team of dynamic and ambitious individuals looking to disrupt the indexing and passive investment industry.
• Competitive Compensation & Benefits: Receive a competitive compensation package and other benefits.
• Professional Growth: Access to ongoing learning opportunities, and various mentorship programs. Get the opportunity to quickly grow in the company, through meritocracy and the chance to be impactful in shaping an exciting business vertical at a dynamic scale-up
• Dynamic Culture: Join a team that values innovation, collaboration, and an agile mindset in a fast-paced industry.
• Opportunity to make decisions, shape the company’s roadmap, and define your legacy.