Prospect and identify potential clients through market research and cold calling activities.
Develop sales strategies, deliver virtual or onsite client presentations, and respond to RFPs, bids, and information requests.
Record all touchpoints in the CRM, stay up to date on RRD products, and build individual forecasts and sales strategies.
RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. With 32,000 employees across 28 countries and 22,000 clients including 93% of the Fortune 100, RRD brings the expertise, execution, and scale designed to transform customer touchpoints into meaningful moments of impact.
Take requested conversations from warm leads, not cold lists
Explain financial-protection benefit options and help clients enroll when it's a fit
Maintain a clean follow-up rhythm and meet activity goals
We help clients understand and enroll in financial-protection options. Our remote team is built around coaching, accountability, and creating paths into leadership for high performers.
Serve as the primary client contact and trusted advisor, building relationships to identify needs that result in expanded solutions.
Collaborate with Go-To-Market teams to execute strategic plans and promote policy adoption to increase client value.
Monitor program performance, perform root cause analysis, and execute action plans to optimize program consistency and results.
Cotiviti is a healthcare data analytics and payment integrity company that offers payment policy management (PPM) and customer value (CV) products to improve client outcomes. The company fosters a collaborative, client-focused culture and provides competitive benefits, making it a supportive work environment.
Support Senior Client Success teams in managing Fortune 100 client relationships and account expansion strategies.
Execute engagement and delivery strategies for online and in-person training programs, tracking success through learning and sentiment metrics.
Own meeting summaries, document program costs, and create delivery reports with qualitative and quantitative data.
General Assembly offers experiential education in web development, data, design, business, and more, online and globally. With 60,000 alumni and 21,000 employees at elite companies trained, GA is a leader in transforming careers and teams for the future of work.
Manage existing client accounts, ensuring satisfaction and strategic account growth.
Generate referrals and lead RFP processes from start to finish.
Collaborate with internal teams and achieve individual performance targets.
The Medicus Firm is a national healthcare recruitment firm specializing in physician recruitment for hospitals and employers across the US. It is one of the largest physician recruitment companies in the country, known for a collaborative culture.
Manage day-to-day product sales and client communications.
Conduct strategic account research and co-sell with Account Managers.
Attend networking events and drive territory growth.
NRI North America is a sales organization that provides IT solutions and services to its clients across North America. The company fosters a collaborative, results-oriented culture with a focus on positive environment and career growth.
Guide clients through the onboarding process, ensuring they have the knowledge and resources to integrate products.
Develop product expertise and provide technical assistance to support implementation and troubleshoot issues.
Act as a key client contact through calls, presentations, and high-touch email communication, and prioritize technical support tickets.
Experian is a global data and technology company that powers opportunities for people and businesses worldwide, operating across markets from financial services to healthcare. With a team of 25,200 people in 32 countries, Experian invests in people and advanced technologies to unlock the power of data, and is recognized as a World's Best Workplace.
Drive awareness and schedule onboarding demos with prospective employer groups via high-volume outbound calling.
Coordinate with implementation, account management, and customer success teams to ensure seamless client setup and portal administration.
Maintain accurate tracking in Salesforce and support existing customers with technical integrations and bulk uploads.
Mitratech builds world-class software that simplifies operations in Legal, Risk, Compliance, and HR functions. With 20,000 client companies including 30% of the Fortune 500, the company values a diverse, inclusive culture and entrepreneurial spirit.
Speak with pre-qualified leads who requested information.
Map needs to available protection options and run enrollments.
Build and service a client list with flexible remote tools.
Global Elite Empire Consultants is a financial-services company that connects families with protection options using pre-qualified warm leads. The company fosters a competitive, self-starting culture with remote flexibility and ongoing mentorship.
Serve as the single post-sales support point of contact for customers, driving value and impact conversations.
Coordinate with internal teams to ensure delivery of contracted products and services while meeting SLAs and KPIs.
Track customer adoption, document use cases, and coordinate training needs across a portfolio of accounts.
Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies grow, manage risk, and innovate. They are a diverse, global team that values creativity, collaboration, and bold ideas.
Provide administrative support including calendar management and scheduling appointments.
Act as liaison between clients and internal teams, handling email correspondence and ensuring timely communication.
Conduct research, analyze customer complaints, and prepare price quotes to enhance client satisfaction.
Savvital is a forward-thinking organization providing diversified services to small and medium-sized businesses in the international market. Their team of educated experts are motivated individuals excited to handle tasks that bring capacity to your workday, with a mission to provide affordable solutions through strategic task delegation.
Global Elite Empire Consultants helps clients with financial-protection options. They are a remote-first company that values coaching, activity, and results.
Serve as an initial point of contact for prospective customers seeking retirement, insurance, savings, and investment guidance.
Engage with customers via phone, video, and email to assess needs and connect them with the right financial professional.
Create accurate customer profiles and schedule appointments with advisors, ensuring a professional and consistent customer experience.
The company provides retirement, insurance, savings, and investment solutions, connecting customers with financial professionals. It fosters a collaborative, inclusive remote culture with a focus on customer experience and employee development.
Speak with pre-qualified warm leads who requested information
Map client needs to available protection options
Run a simple enrollment flow and service a client list
Global Elite Empire Consultants provides remote financial services, connecting clients with protection options through a lead-driven, training-supported process. The company fosters a competitive, coaching-friendly culture for self-starters looking to build a long-term career.
Serve as the primary point of contact for prospective clients, establishing trust through consultative conversations and communicating Allworth's value proposition.
Drive organic growth by executing high-volume outreach, managing objections, and advancing qualified opportunities to the external sales team.
Maintain accurate CRM data and collaborate with sales leadership to improve processes and achieve team goals.
Allworth Financial is an independent investment advisory firm providing holistic wealth planning solutions across investment, tax, retirement, and estate planning. The firm is a high-growth, private equity-backed multibranch RIA with a 97% client retention rate and top 15 Barron's ranking.
Handle calls from new customer prospects via phone, video, and email to introduce the Advice Center and match customers with appropriate advisors.
Guide customers through the Transamerica experience by gathering information and creating customer profiles to identify needs.
Schedule appointments with advisors for routine requests and facilitate communication with the advisor team.
Transamerica is a financial services company offering insurance, retirement, and investment solutions. It employs nearly 7,000 people and fosters a culture that values hard work, diversity, and work-life balance.
Speak with people who asked for information about financial protection options.
Map needs to available protection options and run a simple enrollment flow.
Build and service a client list to maintain long-term relationships.
They help families find protection options through a remote sales model using warm leads. They foster a competitive, coachable environment for self-starters.
Manage new sales activities including prospecting, qualifying, and closing new business.
Generate new and add-on sales revenue within a defined territory and named accounts.
Deliver web-based presentations with Sales Engineers and sell to C-suite executives.
RealPage provides property management software and services for real estate owners and operators. The company fosters a high-energy, consultative sales culture and offers competitive benefits and professional development.
Manage and grow relationships with an assigned portfolio of clients, serving as a trusted day-to-day partner.
Drive platform adoption, client engagement, and strategic account plans to ensure clients maximize value.
Analyze client health and collaborate with internal teams to support retention, growth, and issue resolution.
iCapital is a financial technology company powering the world's alternative investment marketplace. The company fosters a culture of innovation, collaboration, and client success, offering comprehensive benefits and an equal opportunity environment.
Professionally and warmly assist clients through inbound and outbound calls and approved communication channels.
Provide accurate case-status information, process explanations, and answers to FAQs using approved guidelines.
Work toward First Contact Resolution by addressing concerns, documenting interactions, and escalating when needed.
The Ward Law Group is an award-winning personal injury law firm dedicated to changing lives one client at a time. Recognized as a Best Place to Work, the firm fosters a collaborative, innovative, and high-accountability culture.