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Empowering the Data-Driven Organization
Sales Engineer
Location
Pennsylvania
Posted
93 days ago
Salary
0
Seniority
Mid Level
Job Description
Sales Engineer
Innovu
• Research Accounts, identify key market players and generate interest • Develop and receive leads from our institutional, business groups on health and key account areas. • Create and maintain a list/database of Advisors and prospective clients utilizing Zoho CRM • Identify prospects and lists • Assess competitors by analyzing and summarizing competitor information and trends and identify sales opportunities • Develop & execute prospect contact strategy through inbound lead follow-up and outbound cold calls and emails • Leverage marketing materials and campaign capabilities to drive sales activity • Follow up on cold and warm leads to further the sales process • Set up appointments, tee up opportunities; follow up on leads from the website • Qualify leads from digital campaigns, conferences, references, tradeshows, etc. • Showcase the company’s strengths and highlight our brand by highlighting the characteristics that make our organization unique. • Presenting And Delivering Information to Clients/Prospects • Research and understand our product line and be familiar with each product’s function and purpose, so you can confidently upsell our customers to compatible products. • Learn platform to be able to perform client demo’s and walk through sales materials (3 ring binder, HPT etc.) • Set up briefs/debriefs and aid in preparation of large proposals • Aid in preparation of sales materials (stewardship, sales presentations, marketing materials) • Develop meaningful relationships with customers to encourage trust and loyalty • Onboarding – work with Managing Director (MD) and Account Management teams to get to good order (order form, PIC, Account structures); • Attend Weekly Project Management meetings when appropriate • Ensure kickoff calls are scheduled/attend; Ensure training is scheduled/takes place/attend • Work with MD and Sales Operations to raise issues, sales reporting, support tickets • Follow up on all escalations to ensure completion and communicate to MD • Understanding client needs and offering solutions and support • Develop accounts by checking customer’s buying history, suggesting related and new items, and explaining technical features • Organize client seminars/webinars, prep materials, invitations/logistics, set up briefs/debriefs • Provide assigned accounts with Quotes, Proposals, and Presentations for specific opportunities as needed • Develop relationships account management group of clients; get leads, maintain good relationship • Facilitate the entire sales process from the initiation of the original call through finalization of account onboarding for each customer • Participate in weekly meetings to discuss sales activities for the upcoming week • Track weekly, monthly, and quarterly performance and sales metrics • Input and maintain record of prospective client information including contact strategy, sales activities and follow ups utilizing Zoho CRM • Support the Managing Director (MD) and Director of Partner Analytics to successfully win all renewals • Client RFI / RFP support: intake, answers, framing, and tracking to success of customer win & Innovu adoption.
Job Requirements
- Bachelor’s degree in Business Administration or Sales and Marketing preferred
- At least 2 years of related experience
- Demonstrated organizational, oral, written, and listening skills
- Comfortable making cold calls and talking to new people all day
- Excellent verbal and written communication skills; the ability to call, connect and interact with potential customers
- Persuasive and goal-oriented
- Self-motivated and self-directed
- Able to multitask, prioritize, and manage time efficiently
- Knowledge of sales process from initiation to close
- Ability to work independently and as an active member of a team
- Strong computer skills, including Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel) and CRM experience preferred
Benefits
- Low cost medical, dental, and vision insurance
- 401(k) plan with an employer match
- Company paid life insurance, short-term disability, and long-term disability coverage
- Paid time off
- Paid parental leave
- Flexible work arrangements
- Collaborative work environment
- Mission-driven culture where your contributions have real impact
- Growth and advancement opportunities
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