Job Description
Job Description
Who You Are: You are a learner. You seek out relationships and connections that make you better. You care about investing in your craft. You have a passion for supporting a sales team and identifying sales optimization to increase ROI. You are stimulated by working with a variety of companies, from start-ups to multi-billion-dollar organizations. You are excited to utilize data to forecast future business opportunities. You enjoy working with cross-functional team members and can adequately communicate their needs.
Whom you can become: You will have the opportunity to become a professional, realizing peaks that you might have not thought possible. If you dream big, you will have the opportunity to reach for the stars maximizing your career through understanding your personal, professional, and financial drivers while impacting and changing the lives of others.
What we Offer You:
- Employer-paid employee assistance program focused on employee well-being, legal consultations, pharmacy discounts, Financial advisory, and health advocacy.
- Employer-paid Hartford life insurance.
- Employer-paid Virtual Concierge Services.
- Health, Dental, and Vision Benefits.
- Options for Short and Long Term Disability, Accident, Critical, and Hospitalization Insurance.
- Child, Spouse, and Voluntary Life options.
- FSA and HSA options.
- 401K + Match & Discretionary Profit Share.
- Opportunity to earn annual Pacesetter Incentive program benefits, which include international trips based on performance.
- Thoughtfully structured onboarding programs specifically designed for your role.
The Role:
- Responsible for the day-to-day sales operations.
- Ensure office policies and procedures are being adhered to Business Development.
- Generate fee agreements based on ensuring language consistency and compliance with established policies regarding fee structures.
- Send agreements once approved via authorized signature channels; follow up with clients as necessary to secure signature.
- File executed contracts into the appropriate database and digital folders.
- Coordinate with the Marketing team to generate target lists for email campaigns, newsletters, etc.
- Research, monitor, and review the database for inactive clients for potential opportunities for engagement.
- Support Business Development activities through research of prospective targets.
- Ensure all business development assets are accurate and updated as needed working with the Marketing and Operations team as needed Recruitment:
- Coordinate job order assignments with Client Manager to ensure even distribution of work.
- Communicate necessary client information to the recruitment team to ensure a smooth transition from Business Development to fulfillment team including job description, client insights, etc. ahead of intake call.
- Coordinates facilitation of appropriate information to the Marketing team for creation and delivery of Market Message to begin working effective work on search.
- Assist recruiting managers with the creation/updating of candidate recaps as necessary.
- Support team by assisting with scheduling of items as needed.
- Support team as necessary with creation, updating, and sending of candidate RECAPS as necessary to clients Reporting.
- Monitor and record metrics such as “days to close” from lead generation to signing of the contract to find opportunities for improvements.
- Track progress according to business plan from revenue and leads contacted/closed perspective.
- Provide “Real-Time” displays of KPIs for the office screens Database Management:
- Maintain ATS(Loxo) /CRM (Hubspot) database with the most updated client information.
- Ensure that ATS / CRM properly communicates appropriate data.
- Ensure compliance with organizational database goals by monthly compliance reports and notifying users when out of compliance.
- Lead efforts for maintaining a “clean” database by training users on the proper use of the platform with the support of the Director of People.
- Deliver monthly billing and cash-ins figures for franchise records.
- Act as IT liaison between the team and our IT company.
- Work closely with our appropriate systems and apps to ensure that our “tech stack” is functioning to the best of the team’s needs.