Respond promptly and professionally to inbound inquiries from potential customers via email, phone, chat, and other communication channels.
Manage intake & qualification of leads to determine fit from our inbound channels (Search firms & Referrals) based on their level of interest, budget, timeline, and fit with our offerings.
Deliver a “consultative” approach to selling; partner with the lead referring source to understand the prospect’s business, their goals, objectives, and challenges before recommending a route and ensure all info is captured to continue nurturing and profile build on the prospect
Route prospects to the Business Development team to assist in solving problems and driving value.
Cultivates & provides education on areas of interest for under-informed prospects and sell in value proposition.
Utilize CRM (Customer Relationship Management) systems and sales tools to track interactions, update lead statuses, and prioritize follow-up activities
Maintain Data quality and consistency across lead management systems
Provide ongoing support and assistance to prospects throughout the sales process, addressing any questions or concerns they may have.
Document all prospect interactions, activities, and outcomes accurately and comprehensively in CRM software or other sales tools and maintain Data quality and consistency across lead management systems
Continuously learn about industry trends, market developments, and competitor strategies
Requirements
High School Diploma or equivalent; additional education or certifications in Sales or Customer Service is desireable
Minimum of 1-3 years of experience in within B2B sales. A plus if experience in sales is within enterprise solutions, software, Finance or tech sales environment.
Strong interpersonal skills and the ability to build rapport quickly with diverse individuals.
Consistent over-achievement in past positions
Possess an understanding of basic sales methodologies
Technically adept, self-motivated, and driven by results
Demonstrated ability to work effectively in a fast-paced, dynamic environment.
Goal-oriented mindset with a track record of meeting or exceeding targets.
Benefits
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.