Use a consultative sales approach to achieve sales goals.
Manage the full sales cycle from prospecting to closing.
Maintain data for assigned clients/prospects within Salesforce.
HSA Bank aims to empower everyone to save for a healthy future by offering healthcare savings solutions. They serve over 3 million individuals and 30,000 employers nationwide, partnering with approximately 6,500 agents, brokers, and consultants.
Onboarding new clients efficiently, ensuring seamless handoffs from RVPs to Wealth Management Teams.
Driving sales momentum by proactively initiating opportunities with channel partners and participating in prospect meetings.
Managing prospecting activity, including Client Questionnaires and communications with Financial Consultants.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance, all managed by a single team. They serve over 31,300 families in more than 90 cities across the U.S. and are ranked the #1 RIA Firm in the nation by Barron’s.
Identify and qualify leads through inbound and outbound prospecting.
Present tailored solutions that align with customer needs.
Maintain accurate forecasts and pipeline details in the CRM.
Committee for Children is a social enterprise dedicated to advancing the well-being of children through the development of essential human skills. They are committed to providing a place that empowers you to bring every bit of who you are to work and building a diverse and inclusive workplace.
Strategically plan and prospect commercial clients, leveraging expertise in commercial services to identify opportunities and tailor solutions.
Build relationships and grow the WorkWave brand through territory management, targeted prospect outreach, and executive-level account management.
Conduct discovery calls to consult with prospects on their business objectives, educate customers on solutions, and drive towards achieving quarterly recurring revenue quotas.
WorkWave is a dynamic property services brand specializing in innovative solutions for homeowners, property managers, and commercial facilities. They are a rapidly growing brand and emerging as a key partner for landlords and property management companies seeking a tech-first solution to meet their maintenance needs nationwide.
Conduct high-volume outreach to prior customers seeking additional capital.
Communicate via phone, email, and text to assist past clients with new financing applications.
Identify client needs and align them with appropriate product offerings.
Five Star Solutions is a fast-paced, high-growth INC 5000 company that connects directly with business owners and introduces them to financial products. They value diversity and are committed to cultivating a professional, diverse workforce.
Building and maintaining relationships with high-level clients
Conducting market research to identify new business opportunities
Creating client presentations and proposals; coordinating quarterly business reviews
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly. This shortlist is then shared directly with the hiring company.
Engage with past clients to understand their current capital needs.
Gather required documentation to prepare qualified opportunities.
Work in a high-volume, results-driven sales environment.
Five Star Solutions is a fast-paced, high-growth INC 5000 company where you’ll connect directly with business owners and introduce them to our financial products. The company values diversity and is committed to cultivating a professional, diverse workforce by hiring the best people available and providing the best service possible to our customers.
Identify and generate sales opportunities through inbound and outbound activities, engaging and qualifying prospective customers.
Follow up on in-bound leads, identify qualified opportunities, and provide appropriate information to interested prospects.
Ensure successful follow-through of sales cycle activities by maintaining accurate activity and lead qualification information in AWP’s CRM.
AWP Safety is North America’s leading traffic control specialist. They have a team of 9000+ professionals that helps secure 2,000 work zones every day, ensuring customer crews, drivers, and their teams get home safely. They are committed to customer focus, growth, valuing each other, safety and quality, and a sense of urgency.
Execute outbound prospecting across phone, LinkedIn, email, and digital networking channels
Engage prospects through personalized, curiosity-driven conversations rather than scripted messaging
Identify and qualify opportunities by uncovering pain points, ownership, timing, and willingness to engage
Zinovo helps businesses to optimize their operations and improve performance. They offer customized consulting using analytical based methodologies. Details on employee size and culture are not mentioned in the job description.
Research, target, detect, and prospect new clients/opportunities within large enterprise organizations.
Develop and deploy ongoing prospecting and lead generation methodologies.
Manage and maintain pipeline and sales cycles, as well as record activities in our CRM (Salesforce).
RWS unlocks global understanding by growing the value of ideas, data, and content. It has a global culture of diversity, innovation, and opportunity where employees are smart and engaged, and the company embraces diversity, equity, and inclusion.
Meet with clients virtually or in person to assess financial protection needs.
Generate leads through referrals, outreach, and networking.
Learn and implement proven sales systems.
SalesDraft Recruiting helps individuals build a long-term career in insurance and financial services. They operate in a culture driven by accountability, growth and personal development, performance and results.
Generate new business by following up on inbound marketing leads.
Qualify prospects who show interest, arrange meetings with aligned sellers based on qualification criteria.
Collaborate to help close deals.
Personify Health created the first and only personalized health platform—bringing health plan administration, holistic wellbeing solutions, and comprehensive care navigation together in one place. They serve employers, health plans, and health systems with data-driven solutions that reduce costs while actually improving health outcomes.
Support multiple executives and senior leaders with administrative needs.
Proactively manage complex calendars, schedule meetings, and coordinate domestic travel.
Act as primary liaison between executives, employees, and clients ensuring timely, service-oriented communication.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance. They serve over 31,300 families in more than 90 cities across the U.S. and are ranked the #1 RIA Firm in the nation by Barron’s.
Bloomerang provides a giving platform and support for nonprofits. They enable nonprofits to raise more, recruit more, and retain more, fueling maximum impact.
Proactively identify and research new customer and new project opportunities, identify decision makers within prospects
Organize and participate in discovery meetings with clients in order to identify revenue opportunities, make recommendations, and determine next steps.
Develops a business plan for each account
RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. With 22,000 clients, including 93% of the Fortune 100, and 32,000 employees across 28 countries, RRD brings the expertise, execution, and scale designed to transform customer touchpoints into meaningful moments of impact.
Lead all sales efforts within assigned territory, driving the full sales cycle.
Follow and run a deal cycle in a responsible manner, meeting or exceeding KPIs.
Develop strategies and coordinate cross-functional product offering to help customers maximize value.
GoTo provides cloud communications and IT solutions that are built for the future with a focus on customers. They foster a culture that thrives on diverse perspectives, ownership, and a growth mindset, encouraging collaboration and authenticity to drive innovation and real action.
Manage transaction lifecycle from quote to cash and coordinate internal support team resources to ensure customer satisfaction
Review, manage, and maintain pipeline and forecast with assigned Client Directors.
Work with assigned customers to address questions/issues and provide timely solutions
AHEAD builds platforms for digital business by weaving together advances in cloud infrastructure, automation and analytics, and software delivery, helping enterprises deliver on the promise of digital transformation. They prioritize creating a culture of belonging, where all perspectives and voices are represented, valued, respected, and heard.
Conduct cold calls and email campaigns to generate leads.
Research business opportunities and schedule discovery meetings.
Update and manage client and prospect contact information.
Informa Markets creates global platforms for industries, organizing over 500 large-scale branded and transaction-oriented events in 14 specialist markets. They are a global business with a network of trusted brands in specialist markets across more than 30 countries, and a member of the FTSE 100.
Lead a team of about 30 Associate Financial Planners to drive client acquisition and retention.
Coach and develop AFPs to perform comprehensive financial planning analysis for clients.
Ensure adherence to corporate policies while enhancing the client experience.
Jobgether is a company using an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly. They have a collaborative and values-driven company culture with opportunities for professional growth and career advancement.
Ensure timely follow-up on all incoming leads to strengthen our sales pipeline.
Initiate focused outreach to potential new accounts (New Logos) in specific target areas.
Organize and manage appointments for our Sales Team, ensuring they are with qualified prospects.
Gurobi Optimization empowers customers to expand their use of mathematical optimization technology in order to make smarter decisions and solve some of the world's toughest and most impactful business problems. They are looking for passionate, dedicated, innovative game-changers to join their team and drive the future of Gurobi.