*This post was created on behalf of one of Bravado’s clients.
Our client is driven by a passion to empower individuals to make informed financial decisions, enabling them to achieve their life aspirations. By combining the expertise of financial advisors with innovative technology, our client is creating a modern, all-in-one Registered Investment Advisor (RIA) and wealth management platform. Their mission is to deliver comprehensive financial solutions, ensuring that clients have the tools and guidance they need to navigate their financial journey with confidence.
Location: United States of America
Responsibilities:
- Implement and execute the company’s sales strategy to meet or exceed sales targets. Identify potential markets and develop tailored outreach strategies for different client segments.
- Prospect, identify, and engage new clients through cold outreach, networking, and inbound leads. Manage the entire sales cycle from lead generation to closing deals, including negotiation and contract signing.
- Build and nurture long-term relationships with clients, acting as their primary point of contact.
- Conduct virtual product demos, sales presentations, and meetings using video conferencing tools.
- Maintain an organized and up-to-date sales pipeline in the company’s CRM system (e.g., Salesforce, HubSpot).
- Negotiate pricing, terms, and contracts with potential clients to close deals efficiently.
- Work closely with marketing, product, and customer success teams to align on client needs and ensure a smooth onboarding process.
- Develop accurate sales forecasts and report on key metrics, such as conversion rates and revenue generated.
- Conduct market research to stay updated on industry trends, customer needs, and competitive offerings.
- Ensure ongoing client satisfaction through regular check-ins and communication.
- Promptly follow up with inbound leads and inquiries, ensuring that prospects receive timely responses and attention.
Qualifications:
- Bachelor’s degree in Business, Marketing, Communications, or a related field. Equivalent experience may also be considered.
- 2-5 years of proven experience in sales, account management, or business development.
- Strong understanding of sales strategies and methodologies, including outbound and inbound sales techniques.
- Exceptional verbal and written communication skills, with the ability to effectively engage and persuade clients in virtual environments.
- Highly self-motivated with the ability to work independently and manage your own schedule in a remote setting.
- Proficiency with CRM software (e.g., Salesforce, HubSpot) to manage sales pipelines, track leads, and generate reports.
- Strong focus on building long-term relationships with clients and delivering excellent customer service.
- Strong analytical and problem-solving abilities to overcome objections and find creative solutions to meet client needs.
- Flexibility to adapt to changing market conditions, customer needs, and company goals.
- Ability to collaborate effectively with cross-functional teams such as marketing, product, and customer success, even in a remote setting.
- Familiarity with the industry in which the company operates (e.g., SaaS, tech, B2B, etc.) is a plus.
- Previous experience working remotely or in a distributed team is advantageous but not mandatory.
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