Top Hybrid Sales Jobs in Boston, MA

Manages a portfolio of small-business clients, providing customized banking, deposit, cash-management, credit, and financial advisory solutions. Builds and retains client relationships, develops new business, conducts in-person client outreach, identifies financial needs, coordinates referrals to specialists, and balances client service with credit, risk-management, profitability, and regulatory requirements.

Handle inbound calls and warm leads, consult customers on property and casualty insurance needs, recommend appropriate coverage, and convert prospects into policyholders. The role includes paid training and licensing support, customer-focused sales, brand representation, and working a scheduled weekday and weekend shift remotely. Employees must maintain a professional home workspace, wired high-speed internet, and meet state residency and licensing requirements.

Handle inbound calls and warm leads, assess customers’ insurance needs, recommend appropriate Property & Casualty coverages, and convert prospects into policyholders. Complete paid training and obtain required licensing. Maintain a customer-focused, persuasive approach while working assigned schedules remotely, using provided equipment and reliable wired high-speed internet.

Manage and grow small-to-medium education-sector accounts through scalable engagement strategies, data analysis, issue resolution, renewals, onboarding, and product expansion. Partner with Sales to identify and close new revenue opportunities, collaborate with Client Operations, support webinars and events, and contribute to team development and onboarding.

Leads complex wealth management banking initiatives for high-net-worth and ultra-high-net-worth clients. Develops and manages client relationships, recommends integrated credit and deposit strategies, manages customized credit portfolios, and advises on banking products. Collaborates across wealth management teams, drives new initiatives, resolves complex issues, and ensures compliance with FINRA, SAFE, mortgage lending, and risk-management requirements.

Supports Financial Advisors by servicing client accounts, handling account inquiries, preparing documentation, coordinating appointments, and providing telephone, written, and in-person client assistance. Maintains regulatory records, tracks referrals, supports marketing campaigns, and coordinates referral paperwork. Requires brokerage client-service experience and active FINRA licensing, including Series 7 and 63 or recognized equivalents, with ongoing compliance and background-screening obligations.

Build and grow Mastercard Open Banking partnerships with financial institutions. Responsibilities include identifying opportunities, managing the full sales cycle, developing proposals, negotiating contracts, achieving quotas, managing pipelines, integrating offerings into strategic account plans, and collaborating with internal teams on implementation. The role requires consultative selling, executive relationship management, knowledge of Open Banking use cases, and sufficient technical understanding of APIs, cloud infrastructure, microservices, and service-level agreements.

Qualifies and engages inbound prospects through phone, email, and social outreach; schedules qualified consultations for Sales Executives; maintains prospect data in Salesforce; explains Perk’s value proposition; collaborates with Marketing to improve lead generation and qualification; and develops expertise in the company’s SaaS travel and spend management platform.

Own the direct sales motion for CarGurus data products: prospect and qualify buyers, run consultative enterprise sales, scope data assets and delivery, close deals, and coordinate delivery. Drive dealer monetization, generate customer intelligence, and feed market learnings to Product, Data, and Strategy teams to inform pricing and roadmap.

Complete a nine-month sales training program covering employee benefits, product knowledge, and professional selling. Support account executives by meeting with brokers and customers, making cold calls, conducting enrollment meetings and benefit fairs, providing post-sale service, and assisting with territory management. Build communication, presentation, negotiation, analytical, organizational, and relationship-building skills while learning to use approved AI tools. Successful completion prepares the trainee to pursue an account executive role.

Leads sales operations consulting engagements by analyzing client needs, developing customer sales and service strategies, managing client accounts, supervising teams, and driving revenue growth. Oversees project planning, budgeting, execution, and delivery while coaching team members, improving sales effectiveness, supporting prospecting, and enabling cross-selling and upselling initiatives. Uses business transformation, strategic planning, and technology innovation to improve customer satisfaction and operational efficiency.

Research enterprise prospects, identify decision-makers, craft targeted messaging, and execute outbound prospecting in partnership with Enterprise Account Executives. The role involves developing prospecting expertise, using AI to improve efficiency and commercial insight, and meeting performance and skill-development goals. It offers mentorship and progression opportunities into sales, account executive, or other departments.