Sales Relationship Manager

3 weeks ago


Schaumburg, Illinois, United States Baird & Warner Full time
Job Summary
Baird & Warner seeks a dynamic Sales Relationship Manager to foster relationships with potential clients. This role involves handling inbound and outbound interactions, including phone calls, emails, and chats, utilizing platforms such as Cloze, Dialpad, and BombBomb. The ideal candidate will follow up, qualify, engage, and nurture leads to set appointments for agents and introduce clients to mortgage services.

Key Responsibilities
  • Lead Management:
    • Update, manage, and prioritize lead information using Cloze CRM.
    • Handle both inbound and outbound calls using Dialpad to connect with potential clients.
    • Nurture leads by providing relevant information and maintaining regular follow-ups.
  • Client Engagement:
    • Respond to inquiries and provide detailed information about properties and services utilizing provided platforms.
    • Search and present property options to clients using Zenlist.
    • Implement scripts and dialogues to create qualified referrals, promoting the value proposition of client-centric one-stop shopping, including mortgage pre-approval with Key Mortgage and Baird & Warner Title's vetted attorney.
  • Appointment Setting:
    • Schedule and document appointments for agents with potential buyers and sellers, ensuring all details are updated in Cloze CRM.
    • Conduct lead follow-up and nurture opportunities until appointments are successfully set.
  • Introduction to Mortgage Services:
    • Introduce and connect leads to our mortgage partners.
  • Technology Utilization:
    • Create and send engaging video messages using BombBomb to communicate with clients.
    • Assist in testing new systems, strategies, and technologies for continuous improvement.

Requirements
The ideal candidate should have prior experience in sales or customer service, preferably within real estate. Proficiency with Cloze CRM, Dialpad, Zenlist, and BombBomb is required. Excellent communication skills, a confident telephone voice, and ability to build rapport are essential. Strong organizational and time management skills, high motivation, and a coachable mindset with a focus on continuous improvement are also necessary.

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