Lead Management
- Lead Acquisition: Discovering and attracting new potential clients through marketing initiatives, referrals, and market research.
- Lead Screening: Assessing and filtering prospects to ensure they meet predefined qualifications before forwarding them to the sales team.
- CRM Maintenance: Updating and managing customer relationship management (CRM) systems with precise details on leads, potential clients, and existing customers.
Appointment Coordination
- Meeting Scheduling: Organizing and arranging meetings between potential clients and sales representatives.
- Follow-ups: Ensuring timely engagement with leads and scheduled appointments to maintain a smooth sales process.
Sales Assistance
- Proposal Development: Supporting the creation of sales proposals, estimates, and presentations.
- Information Compilation: Gathering and structuring essential data for sales meetings, including client background research and industry insights.
- Administrative Support: Managing emails, scheduling, and processing documentation to streamline sales operations.
Customer Relationship Management
- Client Interaction: Acting as a liaison to address basic customer inquiries and offer assistance.
- Feedback Gathering: Collecting client input regarding their experiences and requirements to refine future sales strategies.
Reporting and Market Analysis
- Performance Tracking: Monitoring and compiling reports on key sales indicators to assess the team’s efficiency and highlight improvement areas.
- Industry Insights: Studying market trends and competitor strategies to provide valuable input for sales planning.
Process Enhancement
- Efficiency Optimization: Continuously refining sales procedures and workflows to boost productivity.
- Cross-Team Collaboration: Coordinating with departments such as marketing, customer support, and product development to align objectives and reinforce sales initiatives.
Minimum Requirements:
- Strong expertise in research methodologies, data analysis tools, and software platforms.
- Exceptional communication, analytical, and problem-solving abilities.
- Capable of working both independently and collaboratively in a dynamic environment.
- Proven high performer with manager ratings of Very Good or preferably Excellent.
- Proficient in various online platforms, including CRM, ERP, and project management tools, as well as Microsoft Office.
- Committed to ethical standards, data privacy regulations, and maintaining confidentiality when handling sensitive information.