Onsite Outbound Sales Consultant | Salesforce CRM Pro

Tailored Management; Minneapolis (MN); Vor Ort; USD 34.000 - 47.000; Vollzeit

Benefits dieser Stelle

Medical Coverage

Minimum Essential Coverage (MEC)

Dental Insurance

Vision Insurance

Short-Term Disability

Long-Term Disability

Life & AD&D Insurance

Critical Illness Insurance

Accident Insurance

Employee Assistance Program (EAP)

Zusammenfassung

Tailored Management is seeking an Outbound Sales Consultant to conduct proactive outbound calls to existing clients, update contact records, and schedule relationship review appointments with the Sales team. You will use Salesforce CRM and Microsoft Office to document interactions and support daily activities.

The role requires comfort with high call volumes, professional client communication, and strong organizational skills to maintain accurate client information and follow-up on campaigns and

Qualifikationen

• High school diploma or GED required.
• Basic computer proficiency and ability to learn CRM and business applications.
• Strong verbal communication and telephone skills.
• Ability to communicate professionally and confidently with existing clients.
• Strong organizational skills and attention to detail.
• Ability to manage a consistent volume of outbound client calls and follow-up activities.

Aufgaben

• Conduct proactive outbound calls to existing clients to verify and update client contact, company, and relationship information.
• Schedule relationship review appointments between clients and assigned Sales team members.
• Provide clients with information regarding the annual conference, including awareness of the event and relevant participation information.
• Accurately document client interactions, updated information, call outcomes, and scheduled appointments in Salesforce CRM.
• Maintain and manage assigned client outreach lists, ensuring timely and consistent follow-up.
• Build rapport with clients through professional, consultative conversations and identify opportunities for additional Sales team follow-up.
• Utilize Salesforce CRM and Microsoft Office Suite, including Outlook, Excel, Word, and Teams, to manage outreach, track activities, communicate internally, and maintain accurate records.
• Effectively prioritize daily calling activity and assigned outreach campaigns to meet productivity, appointment-setting, data-quality, and client-engagement goals.
• Partner closely with Sales team members to ensure appointments and client information are accurately communicated and documented.

Kenntnisse

Outbound calling

CRM knowledge

Communication skills

Organizational skills

Ausbildung

High school diploma or GED

Tools

Salesforce CRM

Microsoft Office Suite

Jobbeschreibung

Tailored Management is seeking an Outbound Sales Consultant to conduct proactive outbound calls to existing clients, update contact records, and schedule relationship review appointments with the Sales team. You will use Salesforce CRM and Microsoft Office to document interactions and support daily activities.

The role requires comfort with high call volumes, professional client communication, and strong organizational skills to maintain accurate client information and follow-up on campaigns and