Sales Enablement Specialist

Bridge Specialty Group • Southborough, MA

2d • $36 - $41

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Position Summary: We are seeking a highly organized and detail-oriented individual to work with our new business team to manage technology to enable client and prospect management. You will be responsible for maintaining accurate client and prospect records, supporting producers in new business prospecting, and partnering with marketing team to deliver targeted campaigns and communications. Essential Duties and Functions: CRM Ownership & Support Master and own Microsoft Dynamics, serving as the in-house expert and resource for the team Manage CRM data for clients and prospects, ensuring accurate input, updates, and ongoing maintenance New Business Prospecting Campaign Management Qualify new business opportunities by cross-referencing CRM data with other B&B teams to avoid conflicts and confirm lead ownership Leverage CRM and other data sources to develop and manage targeted prospects lists (by industry, employer size, geography, etc.) Manage prospect push campaigns leveraging B&B Intellectual Capital, whitepapers, compliance updates and webinars New Business Proposal Support Master proposal database (Loopio) and take first pass as responding to broker/consulting proposals in tandem with associated sales lead Assist in developing finalist meeting presentations and pitch decks Marketing & Communications Partner with the marketing team to execute outbound communications, promotions, and new business development initiatives Help refine messaging and ensure CRM-driven campaigns are effectively deployed

Requirements

• BS or BA
• 1-3 years of experience in sales database management
• Excellent communication, interpersonal, and organizational skills
• Experience using Microsoft Dynamics or equivalent
• Proficient with MS Office, including Excel, Word, and PowerPoint
• Manual dexterity, arm, and upper body range of motion sufficient for use of a keyboard, mouse, and telephone 7-8 hours per day.
• Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.
• Vision sufficient for use of a computer monitor.
• Ability to sit at a desk 7 – 8 hours per day.
• Reliable transportation to and from work.

Responsibilities

• CRM Ownership & Support Master and own Microsoft Dynamics, serving as the in-house expert and resource for the team
• Manage CRM data for clients and prospects, ensuring accurate input, updates, and ongoing maintenance
• Qualify new business opportunities by cross-referencing CRM data with other B&B teams to avoid conflicts and confirm lead ownership
• Leverage CRM and other data sources to develop and manage targeted prospects lists (by industry, employer size, geography, etc.)
• Manage prospect push campaigns leveraging B&B Intellectual Capital, whitepapers, compliance updates and webinars
• Master proposal database (Loopio) and take first pass as responding to broker/consulting proposals in tandem with associated sales lead
• Assist in developing finalist meeting presentations and pitch decks
• Partner with the marketing team to execute outbound communications, promotions, and new business development initiatives
• Help refine messaging and ensure CRM-driven campaigns are effectively deployed

Benefits

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

What This Job Offers

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