You are viewing a preview of this job. Log in or register to view more details about this job.

Sales Development Representative

Truss is a Financial Technology startup designed to help financial service providers in their document collection process. Our software simplifies and expedites the time involved in collecting documents from clients.

Description

Assist sales team by calling firms of interest in hopes to schedule for them to participate in a virtual product feedback session.

 

Responsibilities

•Call CPA’s, financial advisors, and attorneys

•Schedule Product feedback sessions while documenting activity through our CRM (Hubspot)

•Follow up with prospective participants

•Build relationships with firm partners

•Gather information on industry software

•Work as a liaison between Truss and customers to ensure participation

•Take full responsibility for agreed-upon goals and metrics

•Leverage expertise on all leading competitors

 

Required Skills

•Committed

•Consistent

•Productive

•Determined

•Personable

•Clear Communicator

•Teachable

•Eager to Learn

 

 

Commission rates and base pay will be discussed in the first round of interviewing