- Develop and execute on cold calling and email campaign strategies to qualify potential customers as a match for clients’ products.- Qualify outbound opportunities and develop a strong pipeline for clients’ Account Executives via phone and email communications.- Learn and maintain in-depth knowledge of the system, sales industry trends, and competition.- Maximizing Sales by using Hubspot and Salesforce CRM to full potential.- Meeting weekly and monthly quotas.- Managing Meetings booked for the Account Executive.- Conducting Market research through LinkedIn, Zoominfo etc.

• Demonstrating success in a target based performance environment, as well as contributing positively to a team-oriented work environment• Explaining complicated topics in a simplified manner• Uncovering customer needs and finding an effective and efficient way to solve them• Building strong customer relationships and delivering excellent customer service• Informing clients about mobile banking and how it can improve and accelerate their day to day banking needs• Nurturing rich, long-standing relationships• Taking a proactive approach to discovering customer’s needs and listening to understand what they are asking for