Development associate

Position : Client Development Associate

Position Level : Team Member

Status : Exempt

Department : Business Development

Reports to : Client Development Manager

Summary :

The role of a Client Development Associate at Infinity Group entails supporting the growth of client relationships. This involves assisting with identifying new opportunities, engaging with potential clients, and contributing to the expansion of the company's client base.

The Client Development Associate plays a crucial role in driving business development efforts.

It is expected that the Client Development Associate will spend the first three months at Infinity Group's Hartford Studio, where they can learn and grow with our team.

Following this initial period, they will have the option to continue at our Hartford studio or transition to our Austin location.

Your knowledge and skills :

• Assist in planning and achieving day-to-day objectives, contributing to task allocation within the team.
• Identify, define, and address complex problems through logical analysis, finding innovative solutions.
• Check and correct issues in existing systems and processes, ensuring smooth operations.
• Collaborate with internal resources and experts to meet client needs, assisting in managing client communications.
• Participate in client strategy discussions, providing input and support for problem-solving and service development.
• Exercise discretion in issue resolution, with moderate oversight from the Manager for non-routine situations.
• Work as part of the team, providing support to higher-level professionals, and learning from their guidance and
• feedback.
• May assist in onboarding and training new team members, under the supervision of higher-level employees.
• Education : Associate degree or specialized training beyond high school (e.g., technical / vocational programs).
• Minimum Experience : At least 3 years of prior relevant industry experience.

Your responsibilities :

• Lead information and data to be verified and understood.
• Connect with Lead on LinkedIn and understand recent activity and personality type.
• Perform initial individual reach outs with calls and personal emails includes logging call types and details into
• CRM and recording of all emails
• Add or adjust CRM data based upon information received during individual reach outs
• Perform post presentation individual reach outs with calls and personal emails for maintaining top of mind
• awareness. Includes logging call types and details into CRM and recording of all emails
• Converting lead to Account and Contact in CRM based upon lead having an opportunity and / or face to face meeting.
• Create opportunity in CRM with all required data fields.
• Perform initial individual LinkedIn invites and continued messaging based on response.
• Ongoing updates to all opportunities in CRM to ensure current accurate pipeline including Handover Date and Decision Date up to the point of a QQO.

How we measure your success :

• Value of Research Leads
• Value of Hot Leads
• Number of End User Meetings
• Number of Networking Meetings
• Quality Quoting Opportunity Handover - Repeat Clients
• Quality Quoting Opportunity Handover - New Clients

Our team description :

Physical Requirements :

Be able to lift samples and plan sets

Benefits Offered :

• Vacation / Sick Days
• Company Holidays
• Medical Insurance
• 401K Plan (optional)
• Corporate Outings and Events
• Business Casual Attire per Corporate Policies

How to apply :

Fill out this application and submit a 1-minute video explaining why you are excellent for this role.

Last updated : 2024-03-07