Business Development Representative

Corodata CareersSan Jose, CA
Onsite

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.

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.

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
  • 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
  • Participate in industry trade associations, at their direction of sales manager
  • 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
  • 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

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

11-50 employees

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