Relationship Manager, Broker Sales Specialist

2 weeks ago

Sacramento, California, United States Penn Foster Inc Full time
Job Summary

The Relationship Manager, Broker Sales is responsible for managing and facilitating the sales process for capital deployment or servicing opportunities represented by a broker or consultant. This role directly impacts how creditors, brokers, and the debt buying industry perceive Jefferson Capital and the value of our products and services.

Key Responsibilities
  • Ensure access to broker portals and receive notifications of all bid opportunities within the scope of the assets we purchase and service.
  • Develop relationships with key decision makers and influencers within each broker organization.
  • Send out New File Notices to group email lists when new opportunities become available.
  • Establish secure file transmission connections with brokers to facilitate any file movement.
  • Facilitate creditors' (seller) onboarding or annual audit questionnaires received from the broker on behalf of the seller.
  • Prepare bi-weekly bid review meeting agenda and participate in bid review calls with pricing teams and senior leadership.
  • Work with brokers to gain pricing, performance, and competitive intelligence and provide guidance to pricing teams.
  • Submit pricing proposals via email, via auction portals, or live auctions.
  • Acquire, organize, and communicate all the necessary client information and activities completed pre-sale for an effective handoff to Client Services, Post Sale Support, and Operations.
  • Respond to broker phone calls and emails requests.
  • Maintain updates to the sales pipeline for all broker represented bid opportunities.
  • Maintain updates to the customer relationship management (CRM) databases.
  • Vet any new potential broker partnerships by facilitating a broker onboarding audit questionnaire and seeking organization approval.
  • Manage workload and competing priorities across multiple work groups, multiple brokers, and prospective bid opportunities.
Requirements
  • College degree in Business or related field or equivalent work experience.
  • Prior experience in sales support, client services, business development, or vendor management is highly desired, but not required.
  • Excellent relationship building skills.
  • Ability to work cooperatively and collaboratively with all levels and functional areas of the company to maximize performance, creativity, problem-solving, and results.
  • Highly organized and adaptable with the ability to successfully perform multiple tasks simultaneously and meet deadlines.
  • Proficient with Microsoft Office applications (Word, Excel, PowerPoint, Outlook, Internet Explorer).
  • Knowledge of the collections industry desired.
  • Knowledge of the customer relationship management system application is helpful but not required.
  • Results-driven.
  • Excellent verbal and written communication skills.
  • Possess a strong work ethic, high ethical standards, and ability to maintain the highest level of confidentiality.

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