Business Development Representative - Financial Sales

Shamrock Trading Corp.; Overland Park (KS); On-site; USD 42,000 - 66,000; Full time

Job summary

Shamrock Trading Corporation is seeking a Business Development Representative to support and manage new and existing accounts for RTS. The ideal candidate is self-motivated, outgoing, and has a drive to grow sales in a fast-paced environment.

Responsibilities include onboarding new clients, maintaining relationships, identifying upsell opportunities, and contributing to product marketing and strategic planning.

Qualifications

• Bachelor’s degree preferred or 2+ years in customer service or account management.
• Proficient in Salesforce and Microsoft Office.
• Able to multi-task in a fast-paced environment.
• Strong negotiation and critical thinking skills.
• Excellent written and verbal communication skills.

Responsibilities

• Work with sales teams to set up new business and onboard clients.
• Build and maintain strong, long-lasting client relationships.
• Analyze client accounts to identify upsell and cross-sell opportunities.
• Negotiate spreads to maximize profitability on all business.
• Ensure timely delivery of requests and solutions per client needs.
• Communicate status of client relationships clearly and promptly; participate in strategic planning.
• Assist in product marketing, including launches and sales tools.
• Refine processes to stay ahead of customers in relevant industries.
• Track metrics for programs and activities.
• Perform other duties as assigned.

Skills

Multi-tasking

Negotiation skills

Interpersonal communication

Written and verbal communication

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 timelyParticipate 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