Business Development Representative - Financial Sales

Shamrock Trading Corporation•Houston, TX

3d•Onsite

About The Position

RTS and Shamrock Trading Corporation are seeking a Business Development Representative to support and manage new and existing RTS Financial accounts. This sales role works closely with sales teams to establish new business, onboard customers, develop account relationships, identify growth opportunities, and help maximize business profitability. The ideal candidate is self-motivated and has a dynamic, ambitious, and outgoing personality.

Requirements

Bachelor’s degree preferred, and/or at least 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 written and verbal interpersonal communication skills.

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 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 upsell and cross-sell opportunities.
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 client relationships clearly and promptly.
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 to stay in front of customers in relevant industries.
Track metrics for all programs and activities.
Perform other duties as assigned.

Benefits

Ongoing training and professional development opportunities.
Fully paid healthcare, dental, and vision premiums for employees and eligible dependents.
Gym benefits.
Generous company 401(k) contributions.
Employee stock ownership after one year.
Competitive paid time off.
Fully paid time off opportunities to volunteer in the community.
On-site gym.
On-site café.
Covered parking.