Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.Provide information/education to clients about the purpose and details of financial products, services and strategies to help them accomplish their financial goals.Build and maintain strong lasting relationships with client base, keep client plans up-to-date with regular contact and review while acquiring new clients on an ongoing basis. Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service.

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QubePay is a dynamic and innovative fintech company committed to revolutionizing the payment industry. Our cutting-edge solutions empower businesses and individuals to manage their finances seamlessly, securely, and efficiently.Attending sales calls/meetings with prospect clients to take concise notes and following up on all pointsProviding detailed briefing notes following meetings and distribute summary emailsInbox Management and Gatekeeping: Managing incoming and some outgoing communicationDiary Management: Setting up meetings and managing Sales Director/COO’s diary.Client Relations Support: Managing parts of the Sales process, specifically dealing with client queries, chasing clients on behalf of the Sales Director/COOActs as the interface between Sales Director/COO and internal application functions for handover activities.Maintains knowledge of the business, payment offerings and acceptance policies.

Build awareness and relationships with key executives to create and pursue selling opportunities, as well as manage expansion sales opportunities in some existing accounts.Meet and exceed performance goals & quotas associated with developing, pursuing, and closing leads.Qualify and follow-up on inbound calls, emails, web and campaign-generated inquiries.Develop and present customer presentations.Conduct account research (opportunity size, current services, and needs, etc.)Accurately forecast sales pipeline and use reporting tools in our in-house CRM to monitor effort and results.Accountable for all aspects of the sales cycle, including prospecting, generating and issuing quotes and proposals, initiating product evaluations, and negotiating contracts.Track and record metrics throughout the sales process.Stay informed of new product and technical knowledge including product enhancements, industry trends, and the competitive landscape.

Evaluates and prioritizes customer issues and queries to better serve the customers and drive issue resolution. Builds strong Customer relationships by exhibiting empathy, listening actively, presenting in an engaging manner, and communicating effectively. Builds solid partnerships across the organization and work collaboratively with other teammates to advocate on behalf of customer needs/issues cross-departmentally.

Helped Snappr expand to new markets by booking photoshoots for customers in the United States & Canada. Answered questions about the photoshoot process and resolve scheduling issues. Worked with photographers to consult clients on the best way to execute their needs.

Gumdrop cases fit all major devices being used in K-12 classrooms and provide superior shock absorption, drop protection, extreme ruggedness and hard-core readiness for all learning activities.

Acted as a first point of contact for consumer inquiries. Possessed engaging customer-centric skills and ability to communicate effectively with people at all levels of the organization. Maintained professional internal and external relationships that meet IBEX’s core values.