What are the responsibilities and job description for the Account Manager position at Insight Global?
Job Title: Sales Opener/ Account Manager
Pay: Base commission
Position Summary:
As a Sales Opener, you will play a crucial role in our sales process by engaging with warm leads in the small business financing sector. Your primary responsibility will be to initiate contact with potential clients, effectively communicate our service offerings, and set the stage for further discussions by our experienced sales representatives.
Key Responsibilities:
- Outreach and Engagement: Proactively reach out to warm leads via phone calls to introduce our financial products and services tailored to small businesses.
- Lead Qualification: Assess the needs and potential of each lead to determine suitability for our services. Engage in preliminary discussions to understand their business requirements and financial goals.
- Appointment Setting: Successfully schedule appointments for qualified leads with our senior sales representatives, ensuring a smooth transition and effective handoff.
- Database Management: Accurately record and update lead information in our CRM database, ensuring all communications are logged and lead statuses are current.
- Collaboration: Work closely with the sales team to align on strategies and share insights about potential client needs and preferences.
- Target Achievement: Consistently meet or exceed set targets for lead engagement and appointment setting.
- Product Knowledge: Maintain a thorough understanding of our financial products and services to effectively communicate their benefits to potential clients.
- Feedback and Reporting: Regularly provide feedback to the sales team and management on lead quality and engagement strategies.
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