Business Development Representative – Full Sales Cycle, Property Management
Inside Out Group
Lead Client Service Representative
Business Wire
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $68,000 - $72,000 per year
Job Level
Senior
About the role
- Manage the account setup workflow, removing and adding CSRs according to their schedule.
- Objectively analyze problem situations, take responsibility for identifying resolutions and remain engaged until a solution is reached.
- Act as an example to team members by maintaining a positive attitude and demonstrating effective leadership.
- Review, approve/reject submitted Membership Applications as a member of NAIT, following new account protocols and workflows.
- Provide training and follow up with CSRs when workflow and/or processes are not followed.
- Collaborate with NAIT team members and provide assistance on second opinions, problem submissions and workflow improvements.
- Field incoming emails and phone calls from prospective and existing clients on pricing, billing/collection matters, product information and related questions.
- Process membership applications, manage account setup and transition to Sales Development Representative.
- Review inbound leads not related to membership applications to determine appropriate routing.
- Collaborate with colleagues on specific client interactions, record activity in Salesforce, and ensure proper client follow up.
- Act as liaison between client, sales team, marketing and newsroom to ensure client needs are met.
- Keep current with public and investor relations industry trends.
- Work as a team member to provide outstanding customer service and support.
- Directly manage team members and handle people management tasks including managing Time and PTO requests in Workday, goal setting and tracking, annual performance reviews, team scheduling, 1:1 meetings, motivation and discipline.
- Possess working knowledge of products and applications to understand customer needs and suggest solutions.
- Available shift: Monday - Friday, 9:30am - 6:00pm Pacific.
Requirements
- Strong interpersonal skills and ability to develop relationships with clients across an organizational hierarchy, including executive/C-level.
- Strong organizational, time management and multi-tasking skills.
- Ability to work under time constraints and deadlines.
- Excellent written and verbal communication skills.
- Ability to research, problem solve and articulate a response either via email or phone.
- Proficient in standard business applications including Microsoft Office (Word, Excel) and ideally, a CRM system such as Salesforce, HubSpot, and Slack.
- Ability to prioritize time to maximize overall return on effort and determine task significance and urgency.
- BA/BS degree, or international equivalent, and customer service experience preferred.
- 3 years of sales experience preferred.
