📌 Core Information
🔹 Job Title: Business Finance (Lead Generation) Specialist
🔹 Company: Tide
🔹 Location: India, Delhi NCR
🔹 Job Type: Full-time, Hybrid
🔹 Category: Financial Services, Fintech
🔹 Date Posted: 2025-07-15
🔹 Experience Level: 0-2 years
🔹 Remote Status: On-site (Hybrid)
🚀 Job Overview
Key aspects of this role include:
- Identifying and qualifying high-potential SME leads across inbound and outbound channels
- Engaging prospective customers via calls, emails, and digital platforms to understand their finance needs
- Conducting initial discovery conversations to assess eligibility and fit for funding products
- Working closely with Sr Business Finance Specialists to hand off qualified leads
- Contributing to improving outreach strategies and conversion processes
ASSUMPTION: This role requires strong communication and interpersonal skills, with a focus on delivering value and meeting lead qualification targets.
📋 Key Responsibilities
✅ Identify and qualify high-potential SME leads across inbound and outbound channels
✅ Engage prospective customers via calls, emails, and digital platforms to understand their finance needs
✅ Conduct initial discovery conversations to assess eligibility and fit for funding products
✅ Maintain accurate and detailed records of customer interactions in Salesforce
✅ Work closely with Sr Business Finance Specialists to hand off qualified leads
✅ Contribute to improving outreach strategies and conversion processes
✅ Keep up to date with market trends, products, and lending partners
✅ Share insights, lead quality feedback, and trends with sales and marketing teams
ASSUMPTION: This role involves a high degree of multitasking and requires strong organizational skills to manage multiple priorities effectively.
🎯 Required Qualifications
Education: Bachelor's degree in Business, Finance, Marketing, or a related field (or equivalent experience)
Experience: 1-3 years of experience in lead generation, telemarketing, inside sales, or B2B sales support
Required Skills:
- Proven track record in lead generation or related fields
- Strong communication and interpersonal skills
- Ability to manage multiple priorities and meet targets
- Proactive and self-starting attitude
- Experience with CRM systems like Salesforce (desirable)
Preferred Skills:
- Exposure to financial services, fintech, or SME lending
- Passion for helping small businesses grow
ASSUMPTION: While not explicitly stated, a strong understanding of the SME lending landscape and relevant products would be beneficial for success in this role.
💰 Compensation & Benefits
Salary Range: INR 4-6 lakhs per annum (Estimated based on industry standards for the role, experience level, and location)
Benefits:
- Self & Family Health Insurance
- Term & Life Insurance
- OPD Benefits
- Mental wellbeing through Plumm
- Learning & Development Budget
- WFH Setup allowance
- 15 days of Privilege leaves
- 12 days of Casual leaves
- 12 days of Sick leaves
- 3 paid days off for volunteering or L&D activities
- Stock Options
Working Hours: Full-time, with flexible hours and a hybrid work arrangement
ASSUMPTION: The salary range provided is an estimate based on industry standards for the role, experience level, and location. Actual compensation may vary based on factors such as skills, experience, and performance.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services, Fintech
Company Size: 1,001-5,000 employees
Founded: 2015
Company Description:
- Tide is a business management platform designed to save small businesses time and money
- Provides business accounts and related banking services, as well as a comprehensive set of connected administrative solutions from invoicing to accounting
- Launched in 2017, Tide is now used by over 1 million small businesses across the world and is available to UK, Indian, and German SMEs
Company Specialties:
- Business banking
- Fintech
- SME lending
- Administrative solutions
Company Website: https://www.tide.co
ASSUMPTION: Tide is a rapidly growing company with a strong focus on innovation and customer service, making it an attractive place to work for driven and passionate individuals.
📊 Role Analysis
Career Level: Entry-level to Mid-level
Reporting Structure: Reports directly to the Sales Team
Work Arrangement: Hybrid (a mix of on-site and remote work)
Growth Opportunities:
- Progression to Senior Business Finance Specialist or other sales roles
- Expansion into new products, markets, or teams as the company grows
- Learning and development opportunities through the Learning & Development Budget
ASSUMPTION: This role offers strong growth potential for the right candidate, with opportunities to advance within the sales team or explore other areas of the business as Tide continues to expand.
🌍 Location & Work Environment
Office Type: Hybrid (a mix of on-site and remote work)
Office Location(s): Delhi NCR, India
Geographic Context:
- Delhi NCR is a major commercial hub with a thriving startup ecosystem
- Close proximity to other major cities and business centers in India
- Access to a diverse range of cultural, recreational, and professional opportunities
Work Schedule: Full-time, with flexible hours and a hybrid work arrangement
ASSUMPTION: The hybrid work arrangement offers a good balance between on-site collaboration and remote flexibility, allowing employees to maintain a healthy work-life balance.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screening with the hiring manager
- In-depth interview with the sales team
- Final interview with the head of the sales team
Key Assessment Areas:
- Communication and interpersonal skills
- Lead generation and qualification experience
- Understanding of the SME lending landscape and relevant products
- Proactivity and self-motivation
Application Tips:
- Highlight relevant experience and achievements in lead generation or related fields
- Tailor your resume and cover letter to emphasize your fit for the role and the company
- Prepare for behavioral and situational interview questions focused on your communication skills, problem-solving abilities, and cultural fit
ATS Keywords: Lead Generation, Telemarketing, Inside Sales, B2B Sales Support, Financial Services, Fintech, SME Lending, Salesforce, CRM, Market Trends, Outreach Strategies, Conversion Processes
ASSUMPTION: The interview process will focus on assessing your communication skills, lead generation experience, and cultural fit within the sales team and the company as a whole.
🛠️ Tools & Technologies
- Salesforce (CRM)
- Phone and video conferencing tools (e.g., Zoom, Google Meet)
- Email marketing platforms (e.g., Mailchimp, HubSpot)
- Customer relationship management (CRM) software
ASSUMPTION: Familiarity with Salesforce and other CRM tools is essential for success in this role, as they are crucial for managing customer interactions and lead qualification.
👔 Cultural Fit Considerations
Company Values:
- Customer-centric
- Innovative
- Collaborative
- Data-driven
- Inclusive
Work Style:
- Fast-paced and dynamic
- Results-driven and target-focused
- Team-oriented and collaborative
- Adaptable and open to change
Self-Assessment Questions:
- Do you thrive in a fast-paced, dynamic work environment?
- Are you results-driven and able to meet targets consistently?
- Do you have strong communication and interpersonal skills?
- Are you proactive and self-motivated, with a focus on delivering value?
- Do you embrace a data-driven approach to decision-making?
ASSUMPTION: Tide values a strong cultural fit with their employees, prioritizing individuals who align with their core values and work style.
⚠️ Potential Challenges
- High volume of inbound and outbound leads may require strong time management and prioritization skills
- Dealing with customer objections and rejections may be challenging at times
- Keeping up with market trends, products, and lending partners may require continuous learning and adaptation
- Working in a hybrid environment may present unique challenges in terms of communication and collaboration
ASSUMPTION: While this role presents several challenges, it also offers significant opportunities for growth and learning, making it an attractive choice for driven and ambitious individuals.
📈 Similar Roles Comparison
- Compared to traditional sales roles, this position places a greater emphasis on lead generation and qualification, with less focus on closing sales
- In the fintech industry, this role is more specialized than general sales or customer service positions
- Career progression in this role may involve moving into senior sales positions or exploring other areas of the business, such as product management or marketing
ASSUMPTION: This role offers a unique blend of lead generation, sales, and customer service responsibilities, making it an attractive choice for individuals interested in a dynamic and multifaceted career in the fintech industry.
📝 Sample Projects
- Developing and implementing a targeted outbound lead generation campaign
- Optimizing the lead qualification process to improve conversion rates
- Collaborating with the marketing team to create targeted content for lead nurturing
ASSUMPTION: These sample projects highlight the dynamic and multifaceted nature of this role, which requires strong communication, collaboration, and problem-solving skills.
❓ Key Questions to Ask During Interview
- What are the key priorities for this role in the first 30, 60, and 90 days?
- How does the sales team collaborate with other departments, such as marketing and product management?
- What opportunities are there for professional development and growth within the sales team and the company as a whole?
- How does the company support work-life balance for employees working in a hybrid environment?
- What are the most challenging aspects of this role, and how can I best prepare to succeed in them?
ASSUMPTION: Asking thoughtful and insightful questions during the interview process demonstrates your interest in the role and your commitment to success.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight your relevant experience and skills for this role
- Prepare for the interview process by researching the company, the role, and the industry
- Follow up with the hiring manager after the interview to express your interest and reiterate your qualifications
- If selected for the role, be prepared to provide references and complete any necessary background checks
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
