Sales Specialist

Job Description:
We are seeking a dynamic individual to join our team as a Sales Specialist to prospect the top of our business
funding sales funnel, leveraging our state-of-the-art tech stack including Salesforce, Vonage, Pardot, DocuSign,
Ocrolus, and Plaid, to help drive opportunities to our sales managers. The ideal candidate should be proficient in
Salesforce, possess communication skills with an Americanized English accent, and demonstrate proficiency in
crafting emails with American English grammar. This role requires hands-on experience in phone sales,
specifically within related industries such as real estate, mortgages, insurance, lending, etc. If you are a results-
oriented professional with a keen understanding of Salesforce and a proven track record in phone sales within
the mentioned sectors, we invite you to apply and contribute to our team's success.
Responsibilities:
- Initiate phone conversations to open dialogue with potential clients.
- Skillfully guide leads through the application process for business funding.
- Facilitate the collection of necessary documents, including bank statements, to streamline the application
procedure.
- Utilize Salesforce to manage and track lead interactions, ensuring a seamless and organized process.
- Collaborate with team members to enhance overall sales strategies and achieve targets.
Skills:
1. Effective Communication: Ability to articulate ideas clearly and persuasively over the phone.
2. Active Listening: Skill in attentively understanding customer needs and responding appropriately.
3. Sales Acumen: Adept at identifying sales opportunities, understanding customer pain points, and presenting
tailored solutions.
4. Resilience: Capacity to handle rejection and navigate challenging conversations with a positive attitude.
5. Time Management: Efficiently manage call time to maximize outreach and productivity.
6. Adaptability: Flexibility to adjust communication style based on customer responses and evolving sales
strategies.
7. Product Knowledge: Familiarity with the company's products or services and the ability to convey their value
to potential customers.
8. Customer Relationship Management (CRM): Proficiency in using CRM tools, such as Salesforce, to record and
track customer interactions.
9. Empathy: Understanding and connecting with customers on a personal level to build rapport and trust.
10. Problem-Solving: Capacity to address customer concerns and overcome objections effectively.
11. Team Collaboration: Ability to collaborate with colleagues, share insights, and contribute to a positive team
dynamic.
12. Goal-Oriented: Driven to meet and exceed sales targets, with a focus on achieving measurable results.