Job Description

Responsibilities

  • Perform business development function by touching two contacts at every account, using two different activity types per quarter

  • Generate new opportunities, schedule product demos with prospects and drive qualified leads to the sales team

  • Establish and develop introductory relationships with prospects

  • Perform online research of accounts and understand an institutions financial metrics in order to identify pain points and customized messaging

  • Setup reports and dashboards for managing territory, goals and activity

  • Update Salesforce with all business development activity and information related to each account and contact

  • Research and add new account contacts into Salesforce, and maintain data integrity of 98% for existing accounts and contacts

  • Develop a deeper understanding of Salesforce CRM and how to configure reports and dashboards...

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