Business Development Representative

Corodata Record Management Inc.; San Jose (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

Corodata Record Management Inc. is looking for a Business Development Representative in San Jose, California. The role focuses on prospecting, setting appointments, and supporting sales activities as an entry-level position with potential growth to Account Executive. Key responsibilities include conducting research, cold calling, preparing proposals, and managing client inquiries. Candidates should possess strong interpersonal skills, proficiency in Microsoft Office, and at least a high school diploma.

Qualifications

• High school diploma or equivalent is mandatory.
• Strong interpersonal communication skills are necessary.
• Knowledge of MS Office, including MS Excel and PowerPoint.

Responsibilities

• Conduct research to identify and analyze leads for potential opportunities.
• Cold call prospects and set sales appointments.
• Develop proposals and present them to clients.
• Manage client inquiries and project details.

Skills

Organization skills

Attention to detail

Customer service

Effective communication

Microsoft Excel

Microsoft PowerPoint

Education

High School diploma or equivalent

Bachelor's Degree or equivalent

Tools

Salesforce

Job description

Reporting to the Sales Manager for Corodata, this position is responsible for prospecting, setting appointments, learning operations and assisting with presentations for sales activities. In the process of learning how to prospect, the Business Development Representative will also learn skills such as managing a CRM, estimating, proposals and presentations. This is an entry-level sales position, with an opportunity to grow into an Account Executive. In addition, may assist with project management.

This position will report to the Sales Manager but will have a dotted line to a Strategic Account Executive. A successful contributor in this role will exhibit a willingness to partner with all departments on best practices to ensure customer happiness.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Business Development Activities

• Conduct research to identify and analyze leads for potential opportunities to grow our client base
• Encouraged to initiate and/or participate in lead exchange groups, and individual lead exchange partners from related industries
• Cold call prospects and set sales appointments
• Conduct site surveys for the purpose of scoping projects, estimating costs, and developing client proposals
• Develop proposals for new and existing clients
• Present proposals and project plans to clients
• Consistently follow up with clients on open and pending proposals
• Encouraged to participate in industry trade associations, at their direction of sales manager

Account Management

• Scope, budget, and quote client projects
• Consult with clients on record storage projects
• Provide project preparation, planning and training services to clients
• Conduct training presentations with client employees
• Provide detailed and precise work order instructions
• Coordinate project details with Corodata transportation team and respond promptly to inquiries
• Manage client inquiries
• Participate in collection activities, when requested by sales management
• Follow company procedures in processing client projects and work requests
• Document change orders and proposal revisions and communicate changes to client
• Provide customer service and follow up to ensure customer success
• Regularly visit jobs in progress to engage with the client and Corodata team members
• Account administration activities, managing PO`s and change orders
• Conduct internal account reviews of current accounts at the request of management
• Introduce new services including technology applications with clients

Training and Development

• Become proficient on the company’s chosen Contact Management Software (CMS), and then utilize the software program daily to manage the sales process and efficiently generate new business (current CMS is salesforce.com)
• Promote Corodata’s Mission and Vision Statements

Continuously promotes compliance with company policies and procedures.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

COMPETENCIES

• PROBLEM SOLVING AND DECISION-MAKING SKILLS – Organization skills, attention to details, and the ability to prioritize in a changing environment.
• MATHEMATICAL SKILLS – Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• REASONING ABILITY – Ability to apply good business judgement to complex customer situations. Ability to deal with problems involving several concrete variables in standardized situations.
• CUSTOMER SERVICE – Manages difficult or emotional customer situations well; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.
• COMMUNICATION AND INTERPERSONAL SKILLS – Ability to communicate effectively to customers and coworkers. Focuses on solving conflict; listens to others and seeks to understand; keeps calm and professional; remains open to others’ ideas and tries new things.
• SYSTEM KNOWLEDGE – PC skills including proficiency Microsoft Excel and Microsoft PowerPoint.
• INQUISITIVE – A desire to learn and understand all facets of Corodata’s business and industry.
• ADAPTABLE – Ability to embrace changing priorities without sacrificing quality outcomes.
• OWNERSHIP – Corodata employee owners take responsibility for their actions and seek to understand their partners to cultivate wins.

EDUCATION & EXPERIENCE

Required:

• High School diploma or equivalent.
• Strong interpersonal communication skills.
• Knowledge of MS Office, including MS Excel and PowerPoint.
• Valid California driver’s license and driving record that meets the company’s insurance carrier’s requirements.

Preferred:

• Bachelor’s Degree or equivalent of education and experience.
• One – three (1‑3) years of customer service experience.
• Strong business acumen.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Individuals are required to be able to sit or stand for long periods as needed throughout the day.

• Walking: May require walking primarily on a level surface but may include walking on uneven or inclined surfaces for lengthy periods throughout the day, often up and down stairs.
• Handling: Seizes, helps, or works with hands.
• Lifting: Proper lifting techniques required. May include lifting up to 50 pounds of boxes when needed.
• Reaching: Extends hands and arms in any direction, reaching above shoulder heights, below the waist or lifting as required.
• Standing: Remains in standing position if required to perform various functions of the job.
• Stooping: Bends body downward and forward by bending at knees or waist.
• Vision: Reads paperwork and records on the computer.
• Talking: Communications by phone and in person.
• Sitting: Required to sit at desk. Sit for long periods of time.

WORK ENVIRONMENT

• Temp/Weather: Works in either 1) Office environment – for the most part ambient room temperatures, lighting, and traditional office equipment, and 2) Warehouse – may be exposed to cold temperature, and 3) Outside – may be exposed to wet and/or humid conditions, outside weather conditions and extreme cold.
• Noise: Works in office, warehouse, or outside environment, with constant or intermittent noise.

POSITION TYPE/EXPECTED HOURS OF WORK

1. This is a full‑time hourly position, with a minimum expectation of 40 hours per week.

2. Employees might be required to work late evenings or weekends depending on the business needs.

3. All overtime must be approved by manager before working.

AAP/EEO STATEMENT

The Company provides equal employment opportunities to all employees and applicants for employment activities and prohibits discrimination and harassment of any type, based on their actual or perceived: race, religious creed, color, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital status (including registered domestic partnership status), sex and gender (including pregnancy, childbirth, lactation and related medical conditions), gender identity and gender expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), age (40 and over), sexual orientation, Civil Air Patrol status, military and veteran status and any other consideration protected by federal, state or local law (collectively referred to as "protected characteristics").

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.