Sales Development Representative – Team Lead
FastSpring
Sales Development Specialist
Crump Roofing
full-time
Posted on:
Location Type: Remote
Location: Remote • Massachusetts, Missouri, Montana, Pennsylvania, Rhode Island • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Conduct targeted phone-based marketing campaigns focused on generating business development and relationship growth opportunities with both new and existing financial professionals
- Obtain financial professional specific information to help create and maintain accurate profiles using CrumpCRM (Microsoft Dynamics-based Customer Relationship Management system)
- Support financial professional questions about troubleshooting Crump resources and help connect them with the correct Crump support, on-line, on the phone, or in-person
- Perform outbound marketing phone calls to new and existing financial professionals to generate business development opportunities
- Utilize the CrumpCRM system to log calls, contacts, conversations, and illustration requests
- Support financial professional adoption of Crump's digital platform tools such as the Crump Transaction Center and other web-based tools, through the utilization of phone training and Webex walk-throughs, if needed
- Collaborate with internal and external sales partners to further financial professional business development opportunities
- Analyze financial professional business needs based on CrumpCRM profile information and financial professional-provided information to determine best sales approach and be able to change approaches as needed to achieve campaign goals
- Identify additional business development opportunities beyond the specific campaign topic, based on knowledge of additional Crump products and services
- Provide marketing support content distribution (emails, webinars, videos, flyers, podcasts)
- Deliver customer support related to inbound sales calls and emails by providing prompt and knowledgeable service to connect the financial professional with the Crump resources needed
- Ability to describe and provide high level training on Crump's digital solutions, including basic questions regarding usage and navigation, over phone and/or Webex
Requirements
- Effective interpersonal and written communication skills
- Ability to provide excellent customer service to both internal and external customers
- Effective time management skills
- Ability to prioritize and accomplish multiple tasks simultaneously
- Capable of working independently as well as in a team environment
- Ability to work in a self-directed fashion
- Experience with PCs in a Windows environment
- Demonstrated proficiency in basic computer applications such as Microsoft Office software products
- Ability to analyze problems and develop solutions
- Ability to communicate with individuals at all levels of the organization
- Bachelor's degree or equivalent education, training and work-related experience
- Prior phone-based sales or service experience (preferred)
- Experience in financial services (preferred)
Benefits
- Supported by leading technology tools
- Collaborative work model
- Commitment to on-going professional growth through participation in educational webinars, self-study classes, mentorship opportunities, and other educational opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
CrumpCRMMicrosoft Dynamicsphone-based marketingcustomer relationship managementdigital platform toolsWebexMicrosoft Officeproblem analysissolution developmentbusiness development
Soft skills
interpersonal communicationwritten communicationcustomer servicetime managementtask prioritizationindependent workteam collaborationself-directionadaptabilitytraining delivery
Certifications
Bachelor's degree
