Business Development Associate
3 weeks ago
At Fairview, we're dedicated to harnessing the power of technology and relationships to provide top-notch services to our clients in the financial services industry. Our team excels in utilizing regulatory technology to help our investment adviser and investment company clients stay compliant with ever-changing regulations.
We're a collaborative and supportive work environment that fosters professional growth and development. Our employees are our greatest assets, and we offer competitive salaries, excellent career opportunities, and a rich benefits package, including 100% health care coverage for full-time employees and dependents.
Job SummaryThis role is responsible for maintaining in-depth knowledge of our product portfolio and industry trends to effectively communicate value propositions to customers. The ideal candidate will be well-versed in managing and utilizing CRM tools, sales pipeline tools, and prospect databases to support sales goals.
Key Responsibilities- Maintain accurate and up-to-date knowledge of our products and services
- Develop and maintain a real-time process for managing and monitoring sales pipelines and prospect-related activities
- Manage contact lists and coordinate outreach efforts to high-engagement leads
- Schedule and conduct initial sales calls, utilizing CRM systems to manage call notes and action items
- Build strong relationships with prospects, guiding them toward a call with business leaders
- Bachelor's degree in business, finance, or a related field
- Experience with HubSpot CRM is a plus
- Strong interpersonal and presentation skills
- Organizational and time management skills, with the ability to thrive in a fast-paced environment
- Self-starter who takes on responsibility and initiative
- Some travel may be required
- Experienced in Microsoft Office 365
As a valued member of our team, you'll enjoy a competitive salary ($65,000 - $85,000), excellent career opportunities, and a rich benefits package, including 100% health care coverage for full-time employees and dependents. You'll also have access to a collaborative and diverse team environment, professional development opportunities, and companies that truly care about their employees and clients.
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