Business Development Representative - Financial Sales

RTS; Chicago (IL); On-site; USD 42,000 - 64,000; Full time

Job summary

RTS, part of Shamrock Trading Corporation, seeks a Business Development Representative to support and manage new and existing RTS accounts. This entry-level sales role is ideal for a self-motivated, outgoing candidate looking to grow within the transportation and logistics sector.

Based in Chicago, you will work with sales teams to onboard clients, build relationships, and identify growth opportunities while learning product marketing and strategy.

Qualifications

• Bachelor’s degree preferred or 2+ years of customer service/account management experience.
• Experience with Salesforce and Microsoft Office Suite.
• Strong written and verbal communication; good interpersonal skills.
• Ability to multi-task in a fast-paced environment.
• Bilingual skills are a plus.

Responsibilities

• Set up new business with sales teams and onboard clients.
• Build and maintain strong, long-lasting client relationships.
• Analyze client accounts to identify upsell and cross-sell opportunities.
• Negotiate spreads and maximize profitability.
• Ensure timely delivery of requests and solutions according to client needs.
• Communicate status of client relationships clearly and timely.
• Participate in strategic planning, including market positioning and customer segmentation.
• Assist in product marketing, including launch management and competitive analysis.
• Refine processes to stay ahead of customers in relevant industries.
• Track metrics for all programs and activities.

Skills

Sales skills

Account management

CRM (Salesforce)

Negotiation

Communication skills

Multitasking

Education

Bachelor’s degree preferred

Tools

Salesforce

Microsoft Office Suite

Job description

About Shamrock Trading Corporation

RTS is part of Shamrock Trading Corporation, a family of brands that has been serving the transportation and logistics industries since 1986. Shamrock offers factoring solutions, export financing, third-party logistics, a fuel card program and trucking technology.

About Shamrock Trading Corporation

RTS is part of Shamrock Trading Corporation, a family of brands that has been serving the transportation and logistics industries since 1986. Shamrock offers factoring solutions, export financing, third-party logistics, a fuel card program and trucking technology.
Shamrock’s mission since the start has been to create value and success for our customers, our partners and our people. Strong ethics, dedication to our customers and close attention to the marketplace are critical to the success and growth of the Shamrock brands.
Shamrock is headquartered in Overland Park, Kansas, with multiple offices throughout the U.S. Our Downtown Chicago office is located in the Loop and near all major CTA and Metra Lines. With a state-of-the‑art fitness center, sky garden, and options for eats in this office, Shamrock is a great place to work in Downtown Chicago!

Why You’ll Love Working Here

Our award‑winning culture is a testament to our commitment to growth, recognition and empowerment. From day one, we prioritize employees first, encouraging them to think and act like owners and providing endless opportunities for growth and self‑development, both personally and professionally. Shamrock has been recognized as one of America’s 2025 “Most Loved Workplaces” by Newsweek.

Benefits

At Shamrock, we hire bright, ambitious people and give them the tools they need for a successful, long‑term career here. Shamrock also offers a premier set of benefits for employees and their families:

• Unlimited Earnings: Uncapped commission, competitive base salary and ongoing opportunities to advance your professional career
• Training and Development: Industry‑leading training programs, including a Freight Immersion Training (FIT) Program for sales employees entering the transportation industry
• Medical: Fully paid healthcare, dental and vision premiums for employees and eligible dependents, and gym benefits
• Financial: Generous company 401(k) contributions, employee stock ownership after one year and free resources to build long‑term financial security
• Recognition and Awards: Sales incentives, quarterly employee awards and opportunities to celebrate individual and team success
• Work‑Life Balance: Competitive PTO, fully paid time off for holidays and opportunities to volunteer within your community

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