In this role as an Associate Sales Specialist role, you will: Prospect and identify potential clients within the MLF segment, with a focus on new-to-online firms Set appointments and conduct initial meetings to understand client needs and present our solutions Support the current sales motion by assisting with ongoing sales activities and initiatives Collaborate with the Senior Manager, Growth Team, and other team members to develop and execute sales strategies Maintain accurate records of all prospecting activities and client interactions in Salesforce Stay up-to-date with industry trends and market developments to identify new opportunities
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Job Type
Full-time
Career Level
Entry Level