Maintain detailed and accurate records in our CRM systems, keeping all customer data clean and up-to-date
Communicate professionally and effectively with both internal teams and external customers, serving as a trusted point of contact
Stay informed about market trends, industry developments, and seasonal factors that impact sales opportunities
Support the onboarding and training of new processes, including technology adoption and system transitions
Track daily progress toward sales targets and take ownership of your performance metrics
Contribute to a positive, inclusive team culture by sharing ideas, asking questions, and supporting colleagues
High School Diploma or GED equivalent (required)
Associate's degree or Bachelor's degree (preferred)
Sales experience (preferred, but not required—we value coachability and willingness to learn)
Strong phone communication and interpersonal skills
Proficiency with CRM software and Microsoft Office Suite
Excellent attention to detail and organizational abilities
Analytical mindset with the ability to research and discover information independently
Time management skills and ability to prioritize multiple tasks in a fast-paced environment
Problem-solving orientation and creative thinking
Resilience and adaptability in a dynamic sales environment
Enthusiasm for customer service and a genuine desire to help clients succeed
Ability to work collaboratively within a team while also taking individual ownership of goals
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
