Spécialiste, Services Client / Specialist, Client Services
Core
Support Business Development Directors and Principals in lead generation, appointment setting, sales closing, and client follow-up.
Role type
Client Services Specialist (Sales Support)
Builds
Sales campaigns and client engagement pipelines
Domain
Financial services (finance and tax teams)
Deliverable
product features
Required skills
Outbound calling, appointment setting, CRM data entry, lead management, sales campaign coordination
Preferred skills
Salesforce proficiency, experience selling to finance/tax teams
Technologies
Salesforce, Microsoft Outlook, Microsoft Excel, Microsoft Word
Responsibilities
Make outgoing customer calls or cold calls to sell products and services; Arrange meetings for Directors and Principals with prospective clients; Accurately enter customer information into Salesforce; Maintain a list of potential leads and follow up; Assist sales colleagues with arranging meetings and sales calls; Contact customers in response to correspondence or feedback; Work closely with the Business Development team to create and manage sales campaigns