Generate and qualify leads, conduct virtual presentations and discovery calls, recommend relevant services, and manage prospects through the sales pipeline. Prepare proposals, schedule follow-ups, and coordinate with internal teams to support smooth client onboarding.
Generate and qualify leads, conduct virtual presentations and discovery calls, identify prospective clients’ needs, and recommend relevant service solutions. Manage the sales pipeline using CRM tools, coordinate with internal teams on client onboarding, and meet monthly outreach, activity, and sales targets.
The account sales advisor will connect with prospective clients through outbound and inbound channels to conduct consultative discovery conversations. They are responsible for presenting customized solutions, managing the sales pipeline via CRM tools, and closing new business accounts.
The consultant will welcome new customers and guide them through the onboarding process from start to finish. They are also responsible for leading onboarding calls, managing documentation, and identifying upsell opportunities within a CRM.
The Business Development Advisor will identify and engage prospective clients through outbound and inbound channels while conducting discovery conversations. They are responsible for managing a sales pipeline, presenting service solutions, and collaborating with internal teams to support client conversions.
Identify and engage prospective clients through calls, emails, and digital outreach, qualify their needs and decision-making authority, and explain the company’s services. Schedule discovery calls, hand qualified opportunities to sales, maintain accurate CRM and pipeline records, meet outreach goals, and collaborate with sales and onboarding teams.
Engage prospects and clients through various digital channels to identify needs and recommend tailored service solutions. Maintain accurate sales activity, pipeline data, and account notes within CRM tools to support business growth.
Manage and grow a portfolio of client accounts by identifying expansion opportunities, understanding evolving client needs, and presenting relevant services. Maintain account notes, forecasts, and pipeline information in CRM tools, while collaborating with onboarding and operations teams to support client success.
The Sales Development Representative will prospect and engage potential clients through outbound outreach to generate and qualify leads. They are also responsible for scheduling discovery calls for the senior sales team and maintaining accurate pipeline data in CRM tools.
