Get sales appointments booked and complete all admin for leads
Update and maintain CRM system and pipeline with details of all interactions
Ensure all data is accurate and up-to-date
Facilitate and manage all necessary paperwork once a lead agrees to move forward
Qualify leads based on company criteria
Schedule appointments between qualified leads and the sales team
Coordinate and manage the calendars of the sales team
Conduct follow-up calls or emails with prospects
Send reminders to prospects and the sales team about upcoming meetings
Provide regular reports to the sales team or management
Handle inbound inquiries from potential clients
Work closely with the sales team to ensure the handoff of leads

High school diploma or associate’s degree
Excellent communication skills and a positive attitude
Ability to write clearly and help with word processing when necessary
Warm personality with strong communication follow up skills
Ability to to be persistent in the face of rejection or no responses
Ability to work well under limited supervision
Excellent organizational and recordkeeping skills
Ability to handle stress associated with deadlines and work volume
Punctual performance of job duties
Abstinence from mind or mood altering drugs
Must be able to diffuse crisis situations if ever necessary
Flexibility in working varied hours as needed
Maintain strict confidentiality of client and Solvency Now confidential and/or proprietary information

Solvency Now Bookkeeping Inc

Open Positions (1)