Business Development Representative - Financial Sales

Shamrock • Philadelphia, PA

2d

About The Position

RTS and Shamrock Trading Corporation are seeking a Business Development Representative for an entry-level sales role focused on supporting and managing new and existing RTS accounts. The position involves working with sales teams to establish new business and onboard clients, building and maintaining client relationships, and identifying opportunities to grow accounts. The representative also contributes to strategic planning and product marketing, tracks program metrics, and refines processes to stay relevant to customers and their industries.

Requirements

• Bachelor’s degree preferred, and/or 2+ years of customer service or account management experience.
• Excellent computer skills, including Salesforce and Microsoft Office Suite.
• Ability to multitask and thrive in a fast-paced environment.
• Critical thinking and negotiation skills.
• Strong interpersonal communication skills, both written and verbal.

Nice To Haves

• Desire to work in a competitive sales and team environment.
• Attention to detail and a goal-driven mindset.
• Passion for learning and building relationships.
• Self-motivated personality with the confidence to seek guidance and direction as needed.
• Bilingual skills.

Responsibilities

• Work closely with sales teams to set up new business and ensure successful onboarding.
• Build and maintain strong, long-lasting relationships through clear communication.
• Analyze existing client accounts to identify opportunities to upsell and cross-sell.
• Negotiate spreads and maximize profitability on all business.
• Ensure timely and successful delivery of requests and solutions according to client needs and objectives.
• Communicate the status of all client relationships clearly and in a timely manner.
• Participate in strategic planning, including corporate positioning, competitive analysis, customer segment selection, and penetration plans.
• Assist in product marketing, including product launch management, new business development, presentations, sales tools, and competitive analysis.
• Continually refine processes as necessary to stay in front of customers in relevant industries.
• Track metrics for all programs and activities.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level