Job Description
JOB DESCRIPTION:
As part of our Sales team you will be expected to support lead generation and other sales related activities for 500+ financial market accounts within the mutual fund, retirement and wealth management market segment.
Are you a self-starter with superb interpersonal skills enabling you to collaborate with differing colleagues as well as clients? Are you looking for an opportunity to join a creative and dynamic team where you can help make a significant impact? See how you can contribute to our client happiness and growing organization below.
RESPONSIBILITIES:
Inside Sales Support - Perform a variety of tasks and overall support for the Sales Team:
- Responsible for working with a team of Business Owners, Subject Matter Experts and Analysts on multiple projects simultaneously.
- Ensure that all Salesforce.com information is current, plus be able to create, manage and manipulate reports for senior management.
- Educate and nurture opportunities until outside sales involvement is appropriate
- You will market products and services to existing client firms. Independently oversee and complete all aspects of the sales process, from pre-qualification to completion. The position requires high-level interaction with senior management at both the client and Broadridge.
- Follow a -Playbook- approach that includes the development of business cases and pricing, utilizing complex internal models. Provide direction internally by recommending enhancements to current product set and business processes.
- Manage internal resources to provide the necessary expertise and support during the sales process including legal, finance, product specialists, and senior management.
- Coordinate activities across Broadridge to ensure the successful and timely implementation of products and services within existing client-base. Be accountable for and take ownership of all objectives, deliverables and commitments to these clients.
- Help maintain positive relationships with clients by appropriately directing any service, delivery and billing issues.
- Develop strategic sales plans, specific to individual clients, to find opportunities to grow pipeline, sell appropriate Broadridge products and services and maximize revenue.
- You will maintain a constant awareness of current and planned development of Broadridge products. Collaborate with clients to keep them abreast of product information.
- Responsible for providing management with all requested sales reports and supporting correspondence, including the utilization of the sales management tool .
- Attend trade shows, conferences or other industry-related events to help strengthen existing Broadridge and client relationships, develop new relationships, remain current on industry issues, increase awareness of competitive offerings, and promote Broadridge products and services.
- Some travel may required
QUALIFICATIONS:
- Establishing and Building Relationships: You must be able to develop client relationships on their own, and then expand those relationships both horizontally and vertically within an account.
- Presentation Skills: Strong and polished presentation skills, must have a professional approach, and must effectively represent Broadridge and its capabilities.
- Product Knowledge: Good general knowledge of the financials industry.
- Prior sales experience a plus, but not necessary.
- Have the ability to constantly meet and or exceed annual quota assignments, build a pipeline, effectively forecast and meet quarterly quota assignments.
- Ability to initiate, develop and maintain relationships.
- Successfully interact with senior level management at both clients and within Broadridge.
- Excellent time manager, qualifier and negotiator.
- Strong written and oral presentation skills are a requirement.
- Ability to work in a dynamic, high pressure environment.