Sales Specialist
Core
Customer-facing sales specialist guiding SMEs through early-stage funding journeys to secure appropriate financial solutions.
Role type
Sales Specialist (SME Funding)
Builds
Lending products from a panel of lenders for small and medium-sized enterprises
Domain
Financial Services / Small Business Banking
Deliverable
client delivery
Required skills
inbound communication management, proactive prospecting, sales pitching, CRM data management, trend monitoring, customer needs analysis
Preferred skills
telephony experience, virtual team collaboration, self-management, troubleshooting
Technologies
Salesforce
Responsibilities
Managing inbound customer communications, proactively contacting prospective customers, assisting customers through the digital funding journey, pitching lending products, maintaining accurate prospect data in Salesforce, monitoring trends to identify quality business leads
Seniority
Individual Contributor