Business Development Representative (Entry level sales)

Corodata Careers•Corona, CA

13d•$43,680 - $52,000

About The Position

Reporting to the Sales Manager for Corodata, this position is responsible for prospecting, setting appointments, learning operations and assisting with presentations for sales activities. In the process of learning how to prospect, the Business Development Representative will also learn skills such as managing a CRM, estimating, proposals and presentations. This is an entry-level sales position, with an opportunity to grow into an Account Executive. In addition, may assist with project management. This position will report to the Sales Manager but will have a dotted line to a Strategic Account Executive. A successful contributor in this role will exhibit a willingness to partner with all departments on best practices to ensure customer happiness. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Activities: Conduct research to identify and analyze leads for potential opportunities to grow our client base Encouraged to initiate and/or participate in lead exchange groups, and individual lead exchange partners from related industries Cold call prospects and set sales appointments Conduct site surveys for the purpose of scoping projects, estimating costs, and developing client proposals Develop proposals for new and existing clients Present proposals and project plans to clients Consistently follow up with clients on open and pending proposals Encouraged to participate in industry trade associations, at their direction of sales manager Account Management: Scope, budget, and quote client projects Consult with clients on record storage projects Provide project preparation, planning and training services to clients Conduct training presentations with client employees Provide detailed and precise work order instructions Coordinate project details with Corodata transportation team and respond promptly to inquiries Manage client inquiries Participate in collection activities, when requested by sales management Follow company procedures in processing client projects and work requests Document change orders and proposal revisions and communicate changes to client Provide customer service and follow up to ensure customer success Regularly visit jobs in progress to engage with the client and Corodata team members Account administration activities, managing PO's and change orders Conduct internal account reviews of current accounts at the request of management Introduce new services including technology applications with clients Training and Development: Become proficient on the company’s chosen Contact Management Software (CMS), and then utilize the software program daily to manage the sales process and efficiently generate new business (current CMS is salesforce.com) Promote Corodata’s Mission and Vision Statements · Continuously promotes compliance with company policies and procedures QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. COMPETENCIES: · PROBLEM SOLVING AND DECISION-MAKING SKILLS – Organization skills, attention to details, and the ability to prioritize in a changing environment. · MATHEMATICAL SKILLS – Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. · REASONING ABILITY – Ability to apply good business judgement to complex customer situations. Ability to deal with problems involving several concrete variables in standardized situations. · CUSTOMER SERVICE – Manages difficult or emotional customer situations well; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments. · COMMUNICATION AND INTERPERSONAL SKILLS – Ability to communicate effectively to customers and coworkers. Focuses on solving conflict; listens to others and seeks to understand; keeps calm and professional; remains open to others’ ideas and tries new things. · SYSTEM KNOWLEDGE – PC skills including proficiency Microsoft Excel and Microsoft PowerPoint. · INQUISITIVE – A desire to learn and understand all facets of Corodata’s business and industry. · ADAPTABLE – Ability to embrace changing priorities without sacrificing quality outcomes. · OWNERSHIP – Corodata employee owners take responsibility for their actions and seek to understand their partners to cultivate wins. EDUCATION and/or EXPERIENCE:

Requirements

High School diploma or equivalent.
Strong interpersonal communication skills.
Knowledge of MS Office, including MS Excel and PowerPoint.
Valid California driver’s license and driving record that meets the company’s insurance carrier’s requirements.
PROBLEM SOLVING AND DECISION-MAKING SKILLS – Organization skills, attention to details, and the ability to prioritize in a changing environment.
MATHEMATICAL SKILLS – Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
REASONING ABILITY – Ability to apply good business judgement to complex customer situations. Ability to deal with problems involving several concrete variables in standardized situations.
CUSTOMER SERVICE – Manages difficult or emotional customer situations well; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.
COMMUNICATION AND INTERPERSONAL SKILLS – Ability to communicate effectively to customers and coworkers. Focuses on solving conflict; listens to others and seeks to understand; keeps calm and professional; remains open to others’ ideas and tries new things.
SYSTEM KNOWLEDGE – PC skills including proficiency Microsoft Excel and Microsoft PowerPoint.
INQUISITIVE – A desire to learn and understand all facets of Corodata’s business and industry.
ADAPTABLE – Ability to embrace changing priorities without sacrificing quality outcomes.
OWNERSHIP – Corodata employee owners take responsibility for their actions and seek to understand their partners to cultivate wins.

Nice To Haves

Bachelor’s Degree or equivalent of education and experience.
One – three (1-3) years of customer service experience.
Strong business acumen.

Responsibilities

Conduct research to identify and analyze leads for potential opportunities to grow our client base
Cold call prospects and set sales appointments
Conduct site surveys for the purpose of scoping projects, estimating costs, and developing client proposals
Develop proposals for new and existing clients
Present proposals and project plans to clients
Consistently follow up with clients on open and pending proposals
Scope, budget, and quote client projects
Consult with clients on record storage projects
Provide project preparation, planning and training services to clients
Conduct training presentations with client employees
Provide detailed and precise work order instructions
Coordinate project details with Corodata transportation team and respond promptly to inquiries
Manage client inquiries
Participate in collection activities, when requested by sales management
Follow company procedures in processing client projects and work requests
Document change orders and proposal revisions and communicate changes to client
Provide customer service and follow up to ensure customer success
Regularly visit jobs in progress to engage with the client and Corodata team members
Conduct internal account reviews of current accounts at the request of management
Introduce new services including technology applications with clients
Become proficient on the company’s chosen Contact Management Software (CMS), and then utilize the software program daily to manage the sales process and efficiently generate new business (current CMS is salesforce.com)
Promote Corodata’s Mission and Vision Statements
Continuously promotes compliance with company policies and procedures