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Sales Operations Coordinator
2 months ago
About Us:
We are seeking a proactive and enthusiastic Internal Sales Associate to join our successful team in the finance sector. This role is perfect for an individual with a solid background in sales and customer relations. The selected candidate will be instrumental in nurturing and growing our client relationships, driving sales, and supporting our organization's overall success. This position comes with a competitive salary, comprehensive benefits, and opportunities for career advancement.
Key Responsibilities:
1. Cultivate and sustain a strong sales pipeline to meet and exceed sales objectives.
2. Identify new business prospects through cold outreach and other proactive sales strategies.
3. Accurately manage and update client data within the CRM system.
4. Generate and deliver sales reports, including forecasts and market insights, to the leadership team.
5. Engage in travel to client sites for in-person meetings and presentations as necessary.
6. Collaborate with various departments to ensure exceptional customer service and timely issue resolution.
7. Stay informed about industry developments, market dynamics, and competitive landscape.
8. Adhere to all regulatory requirements and compliance standards.
9. Mentor and support junior sales personnel as needed.
Qualifications:
1. Bachelor’s degree in Finance, Business, Marketing, or a related discipline.
2. At least 5 years of experience in sales.
3. Proven success in meeting sales targets.
4. Strong familiarity with CRM systems and sales processes.
5. Excellent skills in sales communication and cold outreach.
6. Outstanding customer service capabilities.
7. Superior communication, negotiation, and presentation skills.
8. Willingness to travel as required.
9. Preferred possession of Series 7, Series 22, Series 63, and Series 66 licenses.
10. Proficient in Microsoft Office Suite, particularly Excel and PowerPoint.
11. Strong analytical abilities with a solution-oriented mindset.
12. Capability to work independently and collaboratively within a team.
13. Exceptional organizational skills with the ability to juggle multiple priorities.
If you are a dedicated sales professional eager to make a significant contribution, we encourage you to consider this opportunity to join a vibrant team and play a key role in our company’s achievements.
