Inside Sales Representative – Med Tech, Animal Health
IQVIA
Account Executive
Builders Capital
full-time
Posted on:
Location Type: Hybrid
Location: Cleveland • Ohio • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Position Casa Lending as a lender of choice through value-based selling and exceptional customer service.
- Present and demonstrate the value of products and services to prospective buyers.
- Build long-lasting, mutually beneficial relationships with external contacts and internal departments to create a better customer experience.
- Make calls to prospective borrowers utilizing warm leads generated by the Intake Shop.
- Create new opportunities from SQLs or identified targets.
- Manage a prospective borrower book, proactively reaching out to ensure opportunity progression to a term sheet, and continuously hunting and closing new business.
- Develop a strategic cadence to attract and obtain the business of prospects.
- Analyze the database for cold leads and leverage opportunities to contact them again.
- Maintain and manage a “hot list” of MQLs/SQLs that are not ready for OSR involvement but represent potential.
- Assess the needs of the borrower and discuss present services offered to build value and stimulate interest in Casa Lending.
- Schedule follow-up calls between the potential borrower and the Outside Sales Representative (OSR) as needed.
- Utilize CRM solutions for data entry and tracking contact attempts.
- Collaborate with the OSR to develop Keep in Touch (KIT) plans for clients and aid in the closing process.
- Assist at winning territory-based business as part of a Territory Sales Manager’s team.
- Facilitate assigned or cultivated opportunities reaching a term sheet signature and closing.
- Follow up with borrower several times throughout the sales cycle to ensure needs are being met and information required by other departments is obtained.
- Coordinate internally with other departments and software systems to ensure appropriate information on borrowers is maintained and accurate.
- Creatively work through different scenarios aligned with the borrower needs to develop winning proposals.
- Collaborate with Underwriting (UW) to structure new deals.
- Negotiate with the borrower to set terms of the deal and obtain verbal commitment.
- Create and deliver term sheets for signature from the borrower.
- Maintain and work a database of leads, converting those leads into opportunities, and ultimately new business production.
- Facilitate term sheet delivery with the Borrower verifying terms and escalating issues with the OSR.
Requirements
- 2+ years of experience in sales, lending, or a customer-facing role, preferably in financial services, mortgage lending, or real estate.
- Proven experience in lead generation, qualification, and conversion using a CRM platform.
- Demonstrated ability to manage a sales pipeline and drive opportunities through the full sales cycle.
- Strong understanding of value-based selling and the ability to effectively communicate product value to borrowers.
- Track record of building and maintaining long-term, trust-based relationships with clients and internal teams.
- Ability to identify client needs, recommend tailored solutions, and close deals efficiently.
- Experience collaborating with external sales reps (e.g., OSRs) to support deal progression and closing.
- Excellent verbal and written communication skills with the ability to present complex information clearly and persuasively.
- Comfortable negotiating deal terms with borrowers and presenting structured proposals.
- Proficient in CRM platforms (e.g., Salesforce, HubSpot, etc.) for data entry, tracking, and managing outreach activity.
- Exceptional organizational skills with the ability to manage a dynamic pipeline and prioritize multiple tasks.
Benefits
- Innovative Environment: Join a forward-thinking company at the forefront of the construction finance industry with access to cutting-edge technology and resources.
- Work Flexibility: Enjoy a flexible work environment where you can balance team leadership with your personal life.
- National Impact: Be part of a nationwide operation that’s shaping the future of construction financing and making a difference for builders, developers, and homeowners across the U.S.
- Health Insurance – We’ve got you covered! Casa Lending pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans.
- Health Savings Account (HSA) – We contribute annually into your HSA account (prorated from your hire date) and for those the select our HSA plan.
- Competitive Compensation – We offer competitive wages that reward your expertise and hard work.
- Paid Time Off – Take time to recharge with 3 weeks of paid time off each year.
- Paid Holidays – Enjoy 10 paid holidays throughout the year so you can spend quality time with family, friends, or doing whatever you love.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
lead generationqualificationsales pipeline managementvalue-based sellingnegotiationdeal structuringdata analysiscustomer servicesales cycle managementproposal development
Soft skills
relationship buildingcommunicationorganizational skillscollaborationproblem-solvingadaptabilitypersuasioncustomer needs assessmenttime managementteamwork
