Sales DEMO Specialist
5 days ago
Boise
Job Description WARNING: This Job Is Not For You Swivel CRM — Sales DEMO Specialist (SaaS) Let’s get this out of the way early: If you want an easy job... If you need scripts handed to you... If rejection rattles you... If you want to “clock in, clock out”... Please do not apply. We’re serious. Save us both time. What This Job Will Demand of You You will think. A lot. No cookie-cutter demos. Every advisor, agency, and enterprise client is different—and you’ll be expected to understand their business before you open your mouth. You will lead live demos. Not “click-through tours.” Real conversations. Real objections. Real money on the line. You will master the product. Swivel is more than a CRM. If learning fintech workflows, automations, integrations, and real advisor pain points sounds exhausting... it is. You will hear “no.” Often. Then you’ll ask better questions and turn some of those into “yes.” ⏱️ You will be accountable. Demos held. Follow-ups completed. Pipeline moved. No hiding. Why Most People Would Hate This Role ❌ No babysitting ❌ No micromanaging ❌ No fake urgency ❌ No “just show up” culture You’ll have freedom, which means responsibility. You’ll have trust, which means results matter. Why the Right Person Will Love It You influence revenue directly You work with elite financial professionals ️ You sell something that actually works You grow fast if you earn it You’re surrounded by people who do hard things At Swivel, demos aren’t presentations. They’re problem-solving sessions that change how advisors run their businesses. You Might Be a Fit If... ✔️ You’re curious, not scripted ✔️ You’re coachable but confident ✔️ You ask better questions than you answer ✔️ You can simplify complex ideas ✔️ You don’t need permission to take ownership Final Warning This role will stretch you. It will expose gaps. It will reward effort, preparation, and integrity. If that excites you... Welcome to the conversation. Apply only if you’re ready to earn it. Company DescriptionSWIVEL FACILITATES SUCCESS FOR FINANCIAL PROFESSIONALS BY WORKING THE WAY THEY DO SO THEY CAN WORK SMARTER, NOT HARDER. What we do - Swivel creates a great quality of life for financial professionals and their clients by personalizing the client experience at scale. As the world’s most flexible financial services CRM, Swivel automates tasks and custom workflows so FMOs, IMOs, agents and advisors can work smarter, not harder. From insurance and annuities to medicare and wealth management, Swivel does it all. Now financial professionals can manage, track, nurture, and see all their clients’ assets, policies, and statements in one place. Our concierge service sets up the system to personalize each step in the customer journey. Also, clients see all their balances with one login. With Swivel, account information is always accurate, aggregated and updated, making reviews and audits automatic. Our origin story - Adaptation As Inspiration Growing up, Matt Walker, Swivel's co-founder and CEO, loved watching chameleons adapt to different environments. Chameleons are famous for changing their skin color from black, blue, brown, green, and light blue to orange, pink, red, turquoise, and yellow. Incredibly efficient creatures, they can see up to 32 feet in front of them, and their infamous tongues can go from 0 to 60+ miles per hour in just one-hundredth of a second to snag unsuspecting insects. Matt wanted a system that worked the way he did - seamlessly across products and clients. As an entrepreneurial financial professional, Matt leveraged the idea of adaptation to build a diversified business that brought different parts of the financial services industry under one roof. Having multiple revenue streams was good for business and good for clients who wanted to work with one partner to adapt their portfolios to changing circumstances. From selling insurance to providing wealth management services, Matt did it all. The challenge was financial CRMs didn't. They either focused on wealth management or insurance (not both), and general-purpose CRMs didn't work the way Matt did. In addition to streamlining client communications, Matt wanted analytics and data to make better decisions, but he found it difficult to compile a complete picture without seeing all his clients' policies and account balances in one place. CRMs fell short, and Excel spreadsheets did too. Matt and his team had very inefficient processes because they were trying to adapt their workflows to fit preset software rules and workflows instead of the other way around. Matt wanted a system that worked the way he did – seamlessly across products and clients. Looking into what it would take to create a flexible CRM system for multi-faceted financial firms, Matt quickly found that developing software isn't cheap. It would take millions of dollars to make a customizable financial services CRM. Realizing the average advisor can't afford to spend that kind of money creating software that works the way they want, Matt decided to build it for them (and himself).SWIVEL FACILITATES SUCCESS FOR FINANCIAL PROFESSIONALS BY WORKING THE WAY THEY DO SO THEY CAN WORK SMARTER, NOT HARDER.\r\n\r\nWhat we do - \r\nSwivel creates a great quality of life for financial professionals and their clients by personalizing the client experience at scale. As the world’s most flexible financial services CRM, Swivel automates tasks and custom workflows so FMOs, IMOs, agents and advisors can work smarter, not harder. From insurance and annuities to medicare and wealth management, Swivel does it all. Now financial professionals can manage, track, nurture, and see all their clients’ assets, policies, and statements in one place. Our concierge service sets up the system to personalize each step in the customer journey. Also, clients see all their balances with one login. With Swivel, account information is always accurate, aggregated and updated, making reviews and audits automatic.\r\n\r\nOur origin story - \r\nAdaptation As Inspiration\r\nGrowing up, Matt Walker, Swivel's co-founder and CEO, loved watching chameleons adapt to different environments. Chameleons are famous for changing their skin color from black, blue, brown, green, and light blue to orange, pink, red, turquoise, and yellow. Incredibly efficient creatures, they can see up to 32 feet in front of them, and their infamous tongues can go from 0 to 60+ miles per hour in just one-hundredth of a second to snag unsuspecting insects.\r\n\r\nMatt wanted a system that worked the way he did - seamlessly across products and clients.\r\nAs an entrepreneurial financial professional, Matt leveraged the idea of adaptation to build a diversified business that brought different parts of the financial services industry under one roof. Having multiple revenue streams was good for business and good for clients who wanted to work with one partner to adapt their portfolios to changing circumstances. From selling insurance to providing wealth management services, Matt did it all. The challenge was financial CRMs didn't. They either focused on wealth management or insurance (not both), and general-purpose CRMs didn't work the way Matt did.\r\n\r\nIn addition to streamlining client communications, Matt wanted analytics and data to make better decisions, but he found it difficult to compile a complete picture without seeing all his clients' policies and account balances in one place. CRMs fell short, and Excel spreadsheets did too. Matt and his team had very inefficient processes because they were trying to adapt their workflows to fit preset software rules and workflows instead of the other way around. Matt wanted a system that worked the way he did – seamlessly across products and clients.\r\n\r\nLooking into what it would take to create a flexible CRM system for multi-faceted financial firms, Matt quickly found that developing software isn't cheap. It would take millions of dollars to make a customizable financial services CRM. Realizing the average advisor can't afford to spend that kind of money creating software that works the way they want, Matt decided to build it for them (and himself).