Inside Sales

Money Forward is hiring an Inside Sales member for its ERP Sales division, which sells all of the company's accounting and finance products to mid-sized and larger customers. Having many products to combine lets the team do solution selling rather than single-product sales, and generative AI is built into daily work.

The inside salesperson works with marketing and field sales from lead nurturing to winning meetings. Duties include forming hypotheses about a prospect's problems from company information and the best AI-supported proposal, using phone, email and web meetings to learn the customer's current workflow, bottlenecks and reasons for considering a change so field sales can make a concrete proposal, and creating good-quality opportunities that combine several products. The team shares AI prompts and cares about the quality of handoffs and the number of valid meetings, not only the number of appointments.

Applicants need either two or more years of intangible corporate sales or practical inside sales experience; many members joined without inside sales or accounting experience. SaaS or ERP sales, startup experience and accounting or HR knowledge are preferred. New members start with learning materials and a role-play check.