Business Development Representative - Financial Sales

Shamrock Trading Corporation; Chicago (IL); On-site; USD 45,000 - 65,000; Full time

Job summary

Shamrock Trading Corporation is seeking an entry-level Business Development Representative to support and manage both new and existing accounts for RTS. The ideal candidate is self-motivated with an outgoing personality and is eager to contribute to a fast-paced sales team.

You will work closely with sales colleagues to set up new business, onboard clients, and explore upsell opportunities while delivering exceptional service and accurate solutions aligned with client goals.

Qualifications

• Bachelor’s degree preferred, and/or 2+ years of customer service or account management experience.
• Excellent computer skills (Salesforce and Microsoft Office Suite).
• Ability to multi-task and thrive in a fast-paced environment.
• Critical thinking and negotiation skills.
• Strong interpersonal communication skills, both written and verbal.
• Bilingual skills are a plus.

Responsibilities

• Work closely with sales teams to set up new business and ensure successful onboarding.
• Build and maintain strong, long-lasting relationships through clear communication.
• Analyze existing client accounts to identify upsell and cross-sell opportunities.
• Negotiate spreads and maximize profitability on all business.
• Ensure the timely and successful delivery of requests and solutions according to client needs.
• Communicate the status of all client relationships clearly and timely.
• Participate in strategic planning, including corporate positioning, competitive analysis and penetration plans.
• Assist in product marketing, including product launch management and sales tools.
• Continually refine processes to stay in front of customers in relevant industries.
• Track metrics for all programs and activities.
• Other duties as assigned.

Skills

Communication skills

Multitasking

Critical thinking

Negotiation

Interpersonal communication

Bilingual

Education

Bachelor’s degree preferred

Tools

Salesforce

Microsoft Office Suite

Job description

About the Role

RTS and Shamrock Trading Corporation are looking for a Business Development Representative. This entry-level sales role will focus on supporting and managing new and existing accounts for RTS. An ideal candidate will be self-motivated with a dynamic, ambitious and outgoing personality.

What You’ll Do

• Work closely with sales teams to set up new business and ensure successful onboarding


• Build and maintain strong, long-lasting relationships through clear communication


• Analyze existing client accounts to identify, upsell and cross-sell sales growth opportunities


• Negotiate spreads and maximize profitability on all business


• Ensure the timely and successful delivery of requests and solutions according to client needs and objectives


• Communicate the status of all client relationships clearly and timely


• Participate in strategic planning, including corporate positioning, competitive analysis, customer segment selection and penetration plans


• Assist in product marketing, including product launch management, new business development, presentations, sales tools and competitive analysis


• Continually refine all processes as necessary to stay in front of customers in relevant industries


• Track metrics for all programs and activities


• Other duties as assigned

What You’ll Bring

• Bachelor’s degree preferred, and/or 2+ years of customer service or account management experience


• Excellent computer skills (Salesforce and Microsoft Office Suite)


• Ability to multi-task and thrive in a fast-paced environment


• Critical thinking and negotiation skills


• Strong interpersonal communication skills, both written and verbal

What Will Put You Ahead

• Desire to work in a competitive sales and team environment


• Attention to detail and a goal-driven mindset


• Passion to learn and build relationships


• Self-motivated personality with the confidence to seek guidance and direction as needed


• Bilingual skills