Inside Sales Representative

A. Company Overview

Founded in 2012, Occams is a multi-entity portfolio and platform company at the intersection of advisory, applied AI, investment banking, and digital capital. Across four operating businesses - Business Advisory (strategic advisory, fractional resources, specialty tax, government incentives), Occams.ai (an applied AI platform with several middle - market centric products including CFOInsights.ai, TaxVantage.ai, and Incubation.ai), Occams Capital Partners (debt advisory, mid-market sell-side M&A and investment banking), and Occams 21M (a Bitcoin-native capital allocation platform) - Occams serves founders, C Suite, and leadership teams through every stage of the business lifecycle.

Occams has earned 9 rankings on the Inc. 5000, 6 Financial Times Americas Fastest-Growing recognitions, 2 Fortune Most Innovative Companies designations, and Inc.s Best Workplaces — a track record few professional services firms can match. Operating across all U.S. states and territories, Occams brings together a team of more than 120 professionals across New York, Los Angeles, Dallas, Sarasota, Johannesburg, Dominican Republic, Toronto, Dubai, New Delhi, and Mumbai, with leadership drawn from Fortune 500 entities like Barclays, UBS, Wells Fargo and top global universities and academic institutions.

B. About Your Role

We are looking for a B2B Inside Sales Expert to join our Client Relations team. In this role, you will drive end-to-end outbound sales efforts across US, Canadian markets, helping to generate qualified leads, build strong pipelines, and contribute to revenue growth.

If youre passionate about B2B sales, SaaS/IT services, and international client engagement, and thrive in a fast-paced, collaborative, and growth-focused environment where innovation, teamwork, and continuous learning drive success, wed love to hear from you!

The ideal candidate is proactive, target-driven, adaptable, and a strong communicator—someone who takes initiative, embraces challenges, and is eager to contribute to a culture of excellence and impact.

C. Key Responsibilities

• Generate new business opportunities through outbound prospecting (cold calls, emails, LinkedIn outreach) to build a strong sales pipeline
• Identify and qualify leads from US, Canada, and European markets to ensure high conversion potential
• Manage the end-to-end sales cycle from initial outreach to deal closure, ensuring consistent revenue generation
• Conduct discovery calls and product/service demos to effectively communicate value propositions to potential clients
• Maintain and update CRM systems (HubSpot, Salesforce, Zoho, etc.) to ensure accurate tracking of leads and sales activities
• Collaborate with marketing and technical teams to align messaging, campaigns, and solution offerings
• Analyze sales metrics and pipeline performance to optimize outreach strategies and improve conversion rates
• Build and nurture long-term client relationships to drive repeat business and referrals
• Stay updated on industry trends, competitors, and market dynamics to enhance sales positioning

D. Required Qualifications & Experience

Education

• Bachelors degree in Business, Marketing, IT, or a related field MBA (preferred but not mandatory)

Experience

• Minimum 4+ years of experience in B2B Inside Sales / Business Development
• Proven experience selling to US, Canadian markets from India
• Background in IT services, SaaS, or software sales is mandatory

Essential technical skills

• Strong expertise in outbound sales (cold calling, cold emailing, LinkedIn outreach)
• Hands-on experience with CRM tools (HubSpot, Salesforce, Zoho CRM, etc.)
• Experience using sales engagement tools (Apollo, Outreach, Salesloft, LinkedIn Sales Navigator)
• Ability to manage end-to-end sales cycle (lead generation to closure)
• Strong understanding of B2B sales processes and international markets
• Excellent communication, negotiation, and presentation skills

Preferred

• Experience in SaaS/product-based sales (highly preferred)
• Exposure to proposal writing, RFPs, and contract negotiations
• Understanding of digital transformation, software development, or tech solutions
• Experience working in US/Europe time zones or global sales environments

E. Benefits & Perks

• Health Insurance for you and your dependents including parents
• Provident Fund
• 3 % Fixed CTC Budget for Learning Opportunities
• Market Leading Leave Policy
• Paid Holidays per Calendar Year
• Employee Recognition & Rewards
• One of the best cultures of benevolent meritocracy

F. Job Details

• Title: Insides Sales Expert
• Annual Compensation: As perIndustry standards
• Work Schedule: Office
• Nature: Full time
• Shift: 6:00 PM – 3:00 AM IST
• Location: New Delhi, Delhi / Dehradun, Uttarakhand