Junior Sales Representative

PWCampbell; Pittsburgh (Allegheny County); On-site; USD 42,000 - 62,000; Full time

Job summary

PWCampbell seeks a Junior Sales Representative to generate new business opportunities and support regional sales leaders in the Eastern United States. The role focuses on business development, prospecting, lead qualification, market research, and sales support for financial institutions.

You will identify prospective banks and credit unions, assist with sales strategies, and help expand PWCampbell's presence in targeted markets.

Qualifications

• Bachelor's degree in related field preferred.
• 1–3 years of sales, business development, customer service, banking, commercial real estate, construction, or related experience preferred.
• Strong verbal, written, and presentation communication skills.
• Ability to build relationships with business leaders and executive-level decision-makers.
• Strong organizational, analytical, and time-management skills.
• Comfortable using CRM software, Microsoft Office Suite, and business research tools.
• Self-motivated, goal-oriented, and capable of working independently.
• Willingness to travel periodically to client meetings, conferences, and industry events.

Responsibilities

• Proactively identify and contact prospective banks, credit unions, and referral sources through phone, email, LinkedIn, and other digital platforms.
• Generate qualified opportunities and schedule discovery meetings for Regional Vice Presidents.
• Conduct initial outreach and qualification calls to identify facility, branch network, branding, technology, consulting, and design/build opportunities.
• Develop and maintain prospecting plans for assigned territories and target markets.
• Assist Regional Vice Presidents in managing opportunities throughout the sales process.
• Participate in client meetings, virtual presentations, trade shows, conferences, and networking events.
• Build relationships with executives, operations personnel, facilities managers, and decision-makers within financial institutions.
• Assist in achieving departmental sales goals, pipeline objectives, and revenue targets.
• Maintain accurate sales activity records and opportunity tracking within the CRM system.
• Support client follow-up efforts and ongoing relationship management activities.
• Research and Update customer information in CRM (Zoho).
• Coordinate client meetings, lunches, dinners, conference schedules, and networking activities.
• Serve as a backup resource for contract preparation and agreement administration.
• Review proposals and project documentation for completeness and accuracy.

Skills

Strong communication

Relationship building

Time management

Self-motivated

Presentation skills

Independent work

Travel willingness

Education

Bachelor's degree in Business/Marketing/Finance/Real Estate

Tools

CRM system

LinkedIn

ZoomInfo

iBanknet

FDIC/NCUA resources

Microsoft Office Suite

Job description

We're looking for a talented JuniorSales Representative to join our team in our Pittsburgh, PA location. This candidate will beresponsible for generating new business opportunities, developing client relationships, and supporting the sales efforts of PWCampbell's Regional Vice Presidents. This role combines business development, prospecting, lead qualification, market research, and sales support activities focused on financial institutions throughout the Eastern United States.

The Junior Sales Representative will actively identify and engage prospective banks and credit unions, assist with the development of sales strategies, support consulting and design/build opportunities, and help expand PWCampbell's presence within targeted markets. This position is designed as a developmental sales role for individuals interested in building a long-term career in business development, consulting, and financial institution facility planning.

Responsibilities:

Business Development & Sales:

• Proactively identify and contact prospective banks, credit unions, and referral sources through phone, email, LinkedIn, and other digital platforms.
• Generate qualified opportunities and schedule discovery meetings for Regional Vice Presidents.
• Conduct initial outreach and qualification calls to identify facility, branch network, branding, technology, consulting, and design/build opportunities.
• Develop and maintain prospecting plans for assigned territories and target markets.
• Assist Regional Vice Presidents in managing opportunities throughout the sales process.
• Participate in client meetings, virtual presentations, trade shows, conferences, and networking events.
• Build relationships with executives, operations personnel, facilities managers, and decision-makers within financial institutions.
• Assist in achieving departmental sales goals, pipeline objectives, and revenue targets.
• Maintain accurate sales activity records and opportunity tracking within the CRM system.
• Support client follow-up efforts and ongoing relationship management activities.

Sales Operations & Administrative Support:

• Research and Update customer information in CRM (Zoho).
• Assist in developing proposals, qualifications packages, presentations, and client communications.
• Support Regional Vice Presidents with prospecting initiatives, territory planning, and business development campaigns.
• Attend internal sales meetings, strategy sessions, and training workshops.
• Coordinate client meetings, lunches, dinners, conference schedules, and networking activities.
• Serve as a backup resource for contract preparation and agreement administration.
• Review proposals and project documentation for completeness and accuracy.

Market Research & Opportunity Identification:

• Utilize ZoomInfo, iBanknet, FDIC, NCUA, state banking associations, and industry databases to identify opportunities.
• Research branch expansion plans, headquarters projects, branch renovations, mergers, acquisitions, and market growth initiatives.
• Identify opportunities related to new branches, renovations, headquarters facilities, network optimization, site selection, branding, technology integration, and consulting engagements.
• Research prospective accounts to identify organizational goals, key decision-makers, and facility needs.
• Monitor industry trends, competitor activity, market conditions, and emerging opportunities.
• Analyze sales data and pipeline metrics to identify areas for growth and improvement.
• Compile and distribute market intelligence reports to sales leadership and company management.

Marketing Support:

• Support marketing campaigns by assisting in developing contact lists, following up on inbound leads generated through digital and print channels
• Provide feedback to the marketing team on customer responses, objections, and campaign effectiveness
• Assist in developing sales collateral, email templates, and outreach scripts in coordination with marketing
• Participate in promotional events, webinars, and product launches
• Act as the primary backup for developing contracts and agreements
• Develop and review all proposals for accuracy and completeness

Skills and Qualifications:

• Bachelor's degree in Business, Marketing, Communications, Finance, Construction Management, Real Estate, or related field preferred.
• 1–3 years of sales, business development, customer service, banking, commercial real estate, construction, or related experience preferred.
• Strong verbal, written, and presentation communication skills.
• Ability to build relationships with business leaders and executive-level decision-makers.
• Strong organizational, analytical, and time-management skills.
• Comfortable using CRM software, Microsoft Office Suite, and business research tools.
• Self-motivated, goal-oriented, and capable of working independently.
• Willingness to travel periodically to client meetings, conferences, and industry events.

We are an equal-opportunity employer, promoting a cooperative, team-oriented environment and empowering all employees to deliver the best in quality service for our clients.