Business Development Representative - Financial Sales

Shamrock•Dallas, TX

About The Position

RTS and Shamrock Trading Corporation are seeking a Business Development Representative to support and manage new and existing accounts for RTS Financial. The role works closely with sales teams to develop new business, support client relationships, identify sales growth opportunities, and help ensure successful onboarding and delivery of client requests and solutions. 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 all 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 as necessary to stay in front of customers in relevant industries.
Track metrics for all programs and activities.
Perform other duties as assigned.