Insightly, the new breed of CRM, helps modern businesses of all sizes build lifelong customer relationships and grow faster than ever before. Insightly's out of the box capabilities allow you to tailor each user's experience for every customer facing role. It is easy to use, easy to set up, highly customizable to your industry, and offers fast time to value at a low total cost of ownership. Join more than 1.5M Insightly users who are already building better customer relationships.Founded in 2009 and based in San Francisco, Insightly is backed by $38 million in funding over three rounds from leading venture capital firms: Emergence Capital Partners, Cloud Apps Capital Partners, Scott Bommer and Sozo Ventures.

- Business development with prospective and existing accounts.- Identify industry trends and consumer needs to generate immediate and long-term sales pipeline through a high outbound volume strategy. - Provide comprehensive support to a commercial sales team across international markets. - Top-of-the funnel research and development.- Developmental role in company’s sales strategies and culture through office expansions.

• Management responsibilities of comprehensive branch lead tracking pipeline.• Held accountable for initial client orientation to the loan origination process through an evaluation of the consumer’s financial characteristics. • Consistent execution of outbound lead generation calls to prospective and past clients • Immediate speed to response time required through both verbal and written communication methods to maximize consumer service experience. • Input high levels of consumer information into insight driven software to maximize lead conversion and drive the engagement of our sales team. • Responsible for presenting a daily report of current pipeline data and the status of monthly sales objectives.• Involved in daily collaboration with branch executive members to optimize lead generation conversion rates.

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