Sales System Consultant
United StatesFull-Time
Salary not disclosed
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Job Details
- Required Skills
- SalesforceCRM
Requirements
- 5+ CRM experience
- Insurance related experience
- 3+ years of experience in Sales related role
- Business acumen
- Strong verbal and written skills
- BA/BS equivalent
- MS Dynamics, Salesforce, or other commercial sales system experience
Responsibilities
- Be the “Expert User” of the existing sales/workflow system
- Help guide, train, and communicate efficient ways to use the system to aid the sales team
- Participate in business process discussion and solution road-mapping with customers and prospects
- Make creative product and solution recommendations
- Presenting and working closely with Sales Directors
- Act as business owner of sales/service system
- Lead the contribution to prospect data acquisition, list creations, campaigning, and mining process
- Understand the cold calling model, submission, quote, bind process working with insurance carrier/marketing team
- Serve as bridge between Sales and IT
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