Client Acquisition Associate

Ascent Developer Solutions•Encino, CA

2d•Hybrid

About The Position

Client Acquisition and Sales : Responsible for cold-calling and selling the Ascent Develop Solutions platform to prospective clients in expansion markets, often as the first point of contact from the Sales Team. Proven success in converting leads into clients. Data Utilization and Analysis: Leverage, enhance, source, validate, and incorporate internal and external data tools to identify and evaluate prospective clients both qualitatively and quantitatively. Reporting and Metrics Development: Collaborate on creating robust metrics and reporting systems, tracking calls made, conversion timing, data integrity, and client feedback to refine strategies and processes. Market Intelligence: Recognize and systematically report on key themes from client conversations, including insights on geographic markets, lending products, and borrower strategies. Use this intelligence to shape or adjust sector strategies. Collaboration and Leadership: Work in a highly collaborative environment, fostering an entrepreneurial culture, driving growth, and demonstrating leadership in problem-solving and innovative thinking. Adaptability and Communication: Exhibit proactive and adaptive communication, effectively engaging with stakeholders across disciplines, departments, and management levels. Quickly learn and adapt to new systems and tools while maintaining independence and creativity.

Requirements

Bachelor’s degree in business management, Communications, Finance, or Marketing.
Minimum of 3 years of professional sales experience, preferably in financial services or lending platforms, including at least 1 year of proven success in cold calling and client conversion.
Demonstrates leadership ability to foster an entrepreneurial culture, drive growth, and thrive in a highly collaborative and dynamic environment.
Strong business acumen with an independent and creative mindset.
Intellectually curious and willing to diplomatically challenge the status quo to improve processes and outcomes.
Exceptional written and verbal communication skills, proactive and adaptive communication style, and ability to effectively engage with individuals across disciplines, departments, and management levels.
Strong customer service focus with excellent follow-through.
Highly proficient in Microsoft Excel, PowerPoint, and Word, with the ability to quickly learn and adapt to new systems and tools.
Excels in managing time effectively, takes initiative with clear business objectives, and adapts quickly to change in a fast-paced work environment.

Responsibilities

Responsible for cold-calling and selling the Ascent Develop Solutions platform to prospective clients in expansion markets, often as the first point of contact from the Sales Team.
Leverage, enhance, source, validate, and incorporate internal and external data tools to identify and evaluate prospective clients both qualitatively and quantitatively.
Collaborate on creating robust metrics and reporting systems, tracking calls made, conversion timing, data integrity, and client feedback to refine strategies and processes.
Recognize and systematically report on key themes from client conversations, including insights on geographic markets, lending products, and borrower strategies.
Work in a highly collaborative environment, fostering an entrepreneurial culture, driving growth, and demonstrating leadership in problem-solving and innovative thinking.
Exhibit proactive and adaptive communication, effectively engaging with stakeholders across disciplines, departments, and management levels.
Quickly learn and adapt to new systems and tools while maintaining independence and creativity.