Client Discovery & Growth Specialist

SAVANT; Town of Middleton (WI); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Generous paid time off

Summer hours

Parental leave

Job summary

Savant is hiring a Client Discovery Representative to engage, qualify, and nurture prospective clients as they progress through our sales funnel. This on-site role in Middleton, WI requires daily outreach and collaboration with cross-functional teams to drive qualified leads and initial advisor consultations.

The successful candidate will have 1–2 years in inside sales or business development, a bachelor’s degree in a related field, and experience with an enterprise CRM and Excel/database tools.

Qualifications

• Bachelor’s degree in business, finance, marketing, communication, or related field is required.
• One to two years of experience in inside sales, business development, lead generation, or related client-facing role.
• Experience with an enterprise CRM and strong Excel/database skills.
• Familiarity with inbound lead generation and regulatory requirements in financial services.
• Active pursuit of the Series 65 within six months of hire.

Responsibilities

• Engage, qualify, and nurture inbound leads from multiple channels and educate prospects.
• Make outbound calls and follow-up communications to identify opportunities and schedule initial consultations.
• Track lead activity and conversion outcomes in the CRM and collaborate with Advisory, Marketing, and Business Development teams.
• Provide high-quality sales activity, including warm and cold outreach, and support partnerships to drive qualified leads into the funnel.
• Develop relationships across the organization to support Advisory teams and optimize handoffs.

Skills

Inside sales

CRM

Excel

Database

Communication

Analytical thinking

Education

Bachelor's degree in business/finance/marketing/communication

Tools

Enterprise CRM

Job description

Savant is hiring a Client Discovery Representative to engage, qualify, and nurture prospective clients as they progress through our sales funnel. This on-site role in Middleton, WI requires daily outreach and collaboration with cross-functional teams to drive qualified leads and initial advisor consultations.

The successful candidate will have 1–2 years in inside sales or business development, a bachelor’s degree in a related field, and experience with an enterprise CRM and Excel/database tools.