Sales Specialist (Trading Technology)
Who We Are
Tickblaze (https://tickblaze.com) is a leading fintech company, offering a cutting-edge hybrid trading platform designed for both discretionary and algorithmic traders. Seamlessly integrated with Tickblaze Academy , the platform provides advanced trading tools, strategy development features, and comprehensive education to empower traders at every level.
Tickblaze delivers world-class solutions for trading, strategy optimization, and education, helping traders achieve their goals in a dynamic financial landscape.
Job Summary
We are seeking a Sales & Product Specialist to engage with free-trial users and webinar participants, educate prospective clients on Tickblaze’s trading platform and Tickblaze Academy, and convert qualified leads into paid subscribers.
This is a consultative sales role that combines personalized outreach, product demonstrations, customer education, CRM management, and sales follow-up.
The ideal candidate can understand a trader’s goals, clearly explain technical product capabilities, build trust through one-on-one consultations, and consistently work toward sales targets and KPIs.
Responsibilities
Lead Engagement:
- Contact individuals who sign up for free trials to welcome them to the platform, introduce available tools and resources, and help them get the most value from the trial experience.
- Engage prospective clients through email, SMS, and phone calls to understand their goals and tailor communication to their needs.
Product Education:
- Conduct personalized Zoom consultations to demonstrate Tickblaze’s discretionary and algorithmic trading features.
- Introduce prospective clients to Tickblaze Academy and explain how its educational resources can support their trading development.
- Use relevant examples to demonstrate how Tickblaze and Tickblaze Academy can help traders develop strategies and improve their trading processes.
Sales Conversion & Onboarding:
- Build relationships with prospective clients by answering questions and clearly explaining product features and benefits.
- Coordinate with support specialists to assist clients with software installation, configuration, and platform functionality.
- Guide free-trial users toward paid subscriptions by aligning Tickblaze’s solutions with their individual trading goals.
Webinar Follow-Ups:
- Follow up with webinar participants through calls, email, and SMS to answer questions, clarify product features, and support subscription decisions.
- Use webinar polls and survey responses to personalize follow-up communication and address potential objections or areas of interest.
CRM & Sales Pipeline Management:
- Manage leads and customer interactions within CRM systems, maintaining accurate records of communications, next steps, and follow-ups.
- Monitor leads throughout the sales pipeline and ensure required follow-up activities are completed in a timely manner.
Sales Performance:
- Consistently work toward and achieve individual sales targets and team KPIs.
- Track sales and outreach performance to identify opportunities for improvement and refine engagement strategies.
Team Collaboration:
- Participate in ongoing sales training and coaching to remain informed about product updates, sales strategies, and available tools.
- Collaborate with Marketing and Product teams to communicate customer feedback and insights that can support improvements to Tickblaze products and services.
Qualifications
Required:
- Previous experience in sales, customer success, business development, or a consultative customer-facing role.
- Strong understanding of financial markets, trading, and the needs of active traders.
- Experience selling, supporting, or educating customers on trading platforms, financial technology, brokerage services, prop firm products, or similar products.
- Strong ability to conduct one-on-one product demonstrations and explain technical features in a clear, accessible way.
- Proven ability to engage leads, conduct follow-ups, overcome objections, and convert prospects into paying customers.
- Experience working with CRM systems and maintaining accurate lead, interaction, and follow-up records.
- Strong verbal and written communication skills, with the ability to communicate professionally through phone, email, SMS, and Zoom.
- Ability to work toward individual sales targets, quotas, and performance KPIs.
- Strong organizational skills and ability to manage multiple leads, follow-ups, consultations, and ongoing responsibilities.
- Ability to work independently in a remote, fast-paced environment.
Preferred:
- Experience actively trading futures, stocks, Forex, crypto, or other financial markets.
- Experience with Tickblaze or similar trading platforms.
- Experience with prop firms, brokerages, trading education, or trading technology.
- Experience conducting webinars, webinar follow-ups, or online product demonstrations.
- Experience using CRM and sales automation platforms.
Work Environment
- Fully remote, full-time, aligned with U.S. Eastern Time.
- High responsiveness and accountability.
- Fast-moving startup environment requiring adaptability and strong communication.
- Direct collaboration with leadership and key stakeholders.
- Strong technical proficiency with the ability to quickly learn, navigate, and troubleshoot multiple tools and platforms independently without constant guidance.
Technical Requirements
- Reliable high-performance computer.
- Fast, stable internet.
- Quiet and professional home office.
Job Type: Full-time
Application Question(s):
- Are you comfortable working remotely using your own equipment as an independent contractor and committing to full-time availability aligned with U.S. Eastern Time?
- Do you actively trade or have you traded previously? If so, what markets do you trade and which trading platforms have you used?
- What experience do you have selling or consulting on trading platforms, financial technology, brokerage services, prop firm products, or similar products? Please name the specific products or companies.
Education:
- Bachelor's (Preferred)
Experience:
- B2C Sales: 2 years (Required)
- Trading: 2 years (Required)
Work Location: Remote
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