Business Development Representative - Financial Sales

Shamrock Trading Corporation; Fort Lauderdale (FL); On-site; USD 42,000 - 65,000; Full time

Job summary

Shamrock Trading Corporation in partnership with RTS seeks a Business Development Representative to support and manage new and existing accounts. This entry-level role suits a self-motivated, outbound personality focused on growth and client satisfaction.

You will collaborate with sales teams to onboard new clients, identify upsell opportunities, and contribute to marketing efforts while maintaining strong relationships with customers.

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.

Responsibilities

• Work closely with sales teams to set up new business and 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
• 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
• Continu 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

Skills

Interpersonal communication

Negotiation

Salesforce

Microsoft Office

Account management

Customer service

Education

Bachelor's degree preferred

Tools

Salesforce

Microsoft Office

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