Business Development Representative - Financial Sales

Shamrock Trading Corporation • Dallas, TX

3d • Onsite

About The Position

RTS, part of Shamrock Trading Corporation, is hiring a Business Development Representative to support and manage new and existing accounts for RTS Financial. The role works closely with sales teams to establish new business and support successful client onboarding, while building lasting client relationships and identifying opportunities to grow accounts. The ideal candidate is self-motivated and has a dynamic, ambitious, and outgoing personality.

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 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 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 with product marketing, including product launches, new business development, presentations, sales tools, and competitive analysis.
• Refine processes as necessary to stay relevant to customers in target industries.
• Track metrics for programs and activities.
• Perform other duties as assigned.

Benefits

• Ongoing training and professional development opportunities.
• Freight Immersion Training (FIT) Program for sales employees entering the transportation industry.
• LEAD Program for aspiring leaders.
• 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 PTO.
• Work-from-home opportunities after an introductory period.

What This Job Offers

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