
Sales Representative
1 week ago
The Senior Inside Sales Representative is a quota-carrying team member responsible for working with smaller size customers across financial services and specialty industries to position and sell CS products. The Senior Inside Sales Representative is responsible for working directly with customers to understand their needs, identify relevant CS (Compliance Solutions) products to address these needs, communicate the value proposition of such products, and facilitate all activities to complete a deal (pricing, quote, contract, etc.). The Senior Inside Sales Representative can engage Solution Consulting to provide deeper product knowledge and expertise. The Senior Inside Sales Rep is accountable to achieve his or her quota for the assigned book of business, adhere to the defined sales methodology, processes and policies that govern the sales process, and develop or maintain customer relationships.
Key Tasks:
- Oversees and manages customer relationships for an assigned book of accounts
- Effectively prioritizes and responds to inbound leads or customer requests for information
- Leverages SFDC data and account insights to identify, pursue, and close opportunities to retain existing business (e.g., renewals), cross-sell or up-sell at existing customers, or create business with new customers
- Maintains a clean and accurate pipeline in CRM
- Understands and articulates value propositions of CS offerings; collaborate with product managers or Technical Sales as needed to source deep technical expertise
- Adheres to defined sales methodology and sales processes including steps to configure, price, quote products and services, draft, negotiate and close contracts
- Delivers against individual quotas
- Builds internal relationships and develop collaborative team with Solution Sales function to effectively serve assigned book of accounts
- Assists Service with escalated customer issues, as needed (e.g., payment, supply issues)
You're a Great Fit if You Have/Can:
- A Bachelor's degree or equivalent job-related experience
- 5 years of B2B commissioned sales
- Experience in inside sales
- Experience in the financial services, or lending compliance industries
Other Knowledge, Skills, Abilities or Certifications:
- Account Management (general knowledge of customer's business, decision makers, and purchasing process)
- Cross-sell, up-sell, or pursue renewal transactions with customers
- Identify when account requires additional assistance and migrate to face-to-face account
- Solution presentation skills (virtual by phone or video)
- Prioritize multiple priorities across various accounts
- Interpersonal skills, ability to build stakeholder relationships virtually
- Effective collaborator with technical skilled individuals
- Professional demeanor in oral and written communications
- Self-motivated; proactive and perseverant mindset
- Passion for and ability to learn and develop Sales skillsets
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