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This position is responsible for strategically engaging prospective clients through collaborative and orchestrated outreach to support Business Performance Advisors by delivering high-quality opportunities ensuring the Company’s growth goals and objectives are met.
Job Responsibility:
Engages with potential customers through outbound calls, emails, and live chats, providing timely and accurate responses and on-brand experiences
Understands customer needs, validates qualification, and establishes discovery conversation appointment
Utilizes the company Customer Relationship Management (CRM) ensuring timely and proper data entry, cadence execution and lead assignment as dictated by the sales rules of engagement
Utilizes sales enablement platform within CRM to execute cadences dynamically personalized in response to data insights and prospect engagement, supporting timely and relevant outreach resulting in qualified lead assignment to Business Performance Advisors
Performs prospect buying committee research due diligence to support/influence engagement communication and content using technologies, tools and resources as defined by management
Collaborates with the Business Performance Advisor(s) and Sales Leadership to influence engagement strategies, ensure coordinated efforts and maintain real-time sales-cycle progression status
Ensures thorough and accurate notes detailing business information and areas of interest obtained through prospect engagement to be shared with the Business Performance Advisor
Manages leads distribution systems and processes, ensuring accurate lead record and appropriate lead distribution
Maintains reporting requirements as defined by management
Accomplishes activity and contribution expectations as defined by management
Maintains knowledge of products, services, competitive activity, and other general business information of interest to prospects and clients
Ensures knowledgeable and professional brand representation aligned with company mission and values
Requirements:
High School Diploma or equivalent is required
Three to five years of experience of inside sales or equivalent work experience is required
Business-to-Business phone prospecting to C-level executives is preferred
Understands small to medium size business needs and operations from an owner’s perspective
Uses appropriate methods of dealing with human behavior in a variety of business circumstances
Strong phone presentation skills to include proficiency in delivery and needs analysis
Effective written and verbal communication skills with a strong emphasis on listening and the ability to talk to business owners on a professional level and maintain effective work relations with those encountered in the course of employment
Effective problem solving/decision making abilities
Highly detail oriented
Proficient use of Salesforce and Microsoft Office programs and demonstrated ability to learn other application programs as needed
Intermediate-level Microsoft Excel proficiency is required
Motivated, self-starter with the ability to successfully manage multiple projects through completion
Nice to have:
Business-to-Business phone prospecting to C-level executives is preferred
What we offer:
Flexibility: Over 80% of Insperity’s jobs have flexibility
Career Growth: continuous learning programs, mentorship opportunities and ongoing training
Well-Being: generous paid time off, top-tier medical, dental and vision benefits, health & wellness support, paid volunteer hours and much more