Sales Associate

Sales Associate

This position will be responsible for lead generation by prospecting potential clients for the business development department.  This position would be supporting RFA’s further expansion into the Financial Service Industry as well as other verticals.

Our ideal candidate will be a customer service driven professional who is well spoken and articulate when interacting with new prospective clients on the phone and in person meetings. Proven track record of exceptional follow up and attention to detail skills in building client relations. Keep track of clients and notes in a CRM database.  They will continuously strive to understand clients’ overall business requirements and technology needs, industry trends, RFA’s competition and best practices. 

As a RFA’s Sales Associate you will be responsible for qualifying leads, developing rapport with prospective clients and assisting in building a strong client pipeline that can lead to new business for the company. You will promote RFA’s brand as a client- centric, full-service technology provider.

Responsibilities:

·         Proactively gain an excellent understanding of RFA product knowledge and the USP areas attributed to the firm.

·         Target decision makers including VP and C-level professionals, within the Financial Service Industry (Asset Management, Hedge Funds, Fund to Funds, Trading & Brokerage).

·         Source new sales opportunities through various methods such as (but not limited to) Social Media, Email, telephony, networking.  

·         Research accounts, identify key players and identify the prospective client need for the services and products they are interested in.

·         Introduce RFA managed services to new prospects within assigned territory.

·         Team with channel partners to build pipeline through referrals.

·         Maintain Client database entering all relevant information on a daily basis including new sales opportunities

·         Help plan and create sales presentations, effectively demonstrating RFA’s ability to provide value-added solutions-based strategies; clearly articulate RFA’s ability to resolve Client issues

·         Monitor market conditions, IT innovations, competitors' services, prices, and sales.

·         Route qualified opportunities to the appropriate sales managers for further development and closure.

·         Track activity, prepare and maintain records for sales leads and account status in company’s centralized CRM system.

·         Maintain sales managers’ calendars with upcoming client appointments and conference attendance.

·         Create and maintain Microsoft Excel files for monthly data summary reports. Update formulas, tables, macros, etc. to analyze data.

·         Attend relevant network events to increase visibility of RFA offerings by networking with prospects in person.

·         Assist marketing department with any relevant marketing campaigns to be promoted with prospective clients.

·         Learn and understand the target sector in order to assist with networking and RFA promotional activities.

·         Close sales and achieve quarterly quotas.

Qualifications:

Bachelor’s degree in Business Administration, Marketing, or equivalent level of hands-on experience.

Must have 3+ years of customer service.

Impeccable communication skills (Strong Verbal and Written Communication skills) with executive management.

Able to adapt to different situations in an ongoing fast paced environment.

Analytical and detail oriented mindset.

Open to working additional hours as needed.

Knowledgeable and experienced in MS Office Suite (Word, Excel, PowerPoint, Outlook).

Self-starter who is able to manage projects and executes the tasks being assigned.

Exhibit a high-level of professionalism and sound judgment.

Sales Methodology experience (advantageous)

Proposal writing experience and skills (advantageous)

Excellent telephone skills.

High degree of accuracy.

Demonstrated ability to prioritise actions