Sales Development Representative, Universal Banking (German Speaker)

Posted:
2/11/2026, 7:17:59 PM

Location(s):
Lisbon, Portugal

Experience Level(s):
Senior

Field(s):
Sales & Account Management

Who are we?

At Finastra, we’re a global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry. Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries.

What will you contribute?

This is an exciting lead generation opportunity for individuals interested in developing their sales career within a leading financial services software organization. As a Sales Development Representative, you will act as the liaison between our Marketing and Sales teams for Universal Banking Business Unit. Your role will be to seek new business opportunities by contacting, developing and nurturing relationships with potential customers.

Role and Responsibilities:

The duties of the Sales Development Representative will include, but are not limited to, the following:

  • Manage and qualify new and existing leads through inbound and outbound channels.  

  • Maintain active engagement with leads to increase customer interest in our offerings and value propositions through creative, consultative communications (cold calls, email, and social channels).

  • Collaborate closely with account executives to not only qualify leads, but also to ensure we’re engaging with the right leads in the right accounts.  

  • Use tools and technologies to improve process efficiency, maintain sales forecast data and regularly reviewing and updating the sales reporting system (CRM).

  • Keep up to date with current industry trends, competitors, and current/new company products and services.  

  • Participate in training programs as directed by the manager.  

  • Own and manage lead generation targets, forecasts, and performance via weekly/monthly/quarterly sales reporting.  

  • Adherence to tracking Key Performance Indicators (KPIs), achievement of allocated targets.  

  • Consistently strive to achieve and surpass allocated targets by implementing effective strategies and maintaining a high level of productivity. 

Required Skills & Experience:

  • Experience in sales, sales support, business development, or inbound/outbound B2B phone-based roles is welcome but not required. 

  • Ability to communicate in English and German (both orally and written is required)  

  • Familiarity with CRM tools, preferably Salesforce is desirable.  

  • Banking, Finance or Software background is a plus.  

  • Ability to build and nurture relationships.  

  • Strong tenacity and follow-up skills. 

  • Excellent written, verbal, and interpersonal communication skills.  

  • Self-motivated with the ability to work independently and as part of a team.  

  • Strong time management, organizational, and decision-making skills.  

  • Strong attention to detail.  

  • Proficient with Microsoft Office. 

Education

  • Bachelor’s degree in business or equivalent experience.

We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we uphold:


·       Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.

·       Well-being: Access Confidential one-on-one therapy through our Employee Assistance Program, find support from our network of Wellbeing Champions and Gather Groups, and a calendar of monthly events and initiatives designed to help you thrive - Inside and Outside of work.

·       Medical, life & disability insurance, retirement plan, lifestyle and other benefits*

·       Sustainability: Benefit from paid time off for volunteering and donation matching.

·       DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).

·       Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.

·       Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.


*Specific benefits may vary by location.

At Finastra, each individual is unique, bringing their own ideas, thoughts, cultural beliefs, backgrounds, and experiences together. We learn from one another, embrace and celebrate our differences, and create an environment where everyone feels safe to be themselves.

Be unique, be exceptional, and help us make a difference at Finastra!