Inside Sales – Client Engagement & Expansion

Inside Sales – Client Engagement & Expansion role supports Waystone’s global cross‐sell program by engaging existing clients with targeted expansion opportunities. The role focuses on activating opportunities through client conversations, account reviews, product roadmap discussions, and structured outreach.

Requirements

• Proven experience in inside sales, client engagement, customer success, or commercial support roles within financial services or a related professional services environment.
• Strong client‐centric mindset, with experience building and developing relationships across existing accounts.
• Experience identifying, qualifying, and progressing opportunities within existing client portfolios.
• Strong working knowledge of CRM systems and sales process governance.
• Ability to prepare for and conduct structured client engagements, including account reviews, product discussions, and targeted outreach.
• Proven ability to work closely multiple functions within and organization.
• Demonstrated focus on delivering measurable outcomes, including client engagement activity, meetings scheduled, opportunities created, and pipeline contribution.

Benefits

• Paid Time Off
• 401k Matching
• Retirement Plan