SME experience or retail experience (Advantageous)
CRM System
Key Responsibilities:
Invest deeply in understanding the SME market, different industries, and what challenges they typically face, what they typically take funding for, and why.
Understanding product offerings, how they can customise their solutions, and how they can fill gaps in funding requirements.
Researching each lead provided, adding research onto the CRM system, and using research to build rapport with prospects.
Using research, knowledge, and rapport, to uncover client funding requirements
Work diligently through lead pipelines on CRM systems, taking care to contact each lead with the appropriate number of times (avoiding spamming).
Managing CRM system health, updating incorrect contact numbers, industry data, etc, and closing leads off in the correct category for correct future re-engagement.
Maintain 80 calls per day in a high-volume sales environment.
Pre-scrub clients to ensure they pass qualifying criteria.
Pre-approve clients for facility sizes to ensure they are truly interested in the product.
Collaborate with Senior funding specialists on weekly rotation to gain knowledge and support their strategy for that week.
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