Sales Associate
Core
Managing relationships with existing and returning small business customers to identify renewal and repeat funding opportunities.
Role type
Account management sales associate
Builds
Renewal and repeat business opportunities for small business customers
Domain
Financial services / Fintech / Lending
Deliverable
client delivery
Required skills
relationship building, commercial conversations, account management, sales KPIs, CRM usage, multi-relationship management
Preferred skills
phone-based sales, customer service, hospitality, recruitment, retail
Technologies
OnDeck CRM
Responsibilities
Speaking with small business owners about changing funding needs, building genuine rapport over time, managing follow-ups across a busy portfolio, working towards individual and team sales KPIs, collaborating with Sales and Operations teams
Seniority
Individual Contributor
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