Reporting to the Manager – Business Solutions Development Team, the Business Solutions Associate (BSA) is an amazing opportunity to join one of the fastest growing companies in technology sales to Financial Services firms.  The BSA will generate new business opportunities by following proven processes to prospect into assigned business accounts. The BSA will be trained on how to develop business opportunities over the telephone by leveraging marketing and advertising campaigns and proven methodologies. The BSA will conduct high-level conversations with senior executives at Financial Services firms about their business operations and regulatory compliance issues. 

The successful candidate will be a strongly self-motivated and driven individual who is goal-oriented, methodical and tenacious, and can effectively interact with a team. This position has advancement potential within the Sales organization, and the compensation package includes a competitive benefits package, salary and lucrative commission structure.  Teamwork will be critical as the BSA will work closely with other members of the Sales Team.

• Learn and execute proven processes to generate new business opportunities

• Strategize with the Manager and top-producing Sales Executives on process and technique

• Engage executives in targeted prospect accounts

• Orchestrate discussions with senior execs around their business needs

• Manage and maintain a pipeline of interested prospects

• Leverage tools to prospect into specific assigned accounts

• Achieve/exceed weekly quotas on a consistent basis.

• Perform all business development-related activities.

• Develop strong internal working relationships with all functional areas within Docupace.

• Maintain a high-level understanding of the prospect’s industry, including industry trends, industry business processes, and primary competitors.

• Manage customer expectations throughout the business development process and contribute to a high level of customer satisfaction.

• Provide detailed and accurate forecasting on current business development pipeline on a timely basis as required.

• Compile information and data related to prospect interactions and record it in Salesforce CRM.

• Are a dynamic, proactive, driven, can-do individual looking for a career track in technology sales to the Financial Services Industry.

• A hands-on person with the ability to leverage sales training, scripting, and messaging to communicate a compelling brand message to prospective customers.

• Enjoy being on the front lines. 

• Are an independent thinker, a team player, and a person willing to roll up their sleeves to effectively and quickly generate new business opportunities.

• Get excited about influencing the culture of your assigned target firms.

• Approach tasks and problems with a desire and need to succeed.

• Are able to adapt to a fast-evolving dynamic organization.

• Expect and only accept work of the highest caliber.

• Are open and honest

• Have confidence in your abilities.

• Eloquent, direct and open communication.  

• Ability to take complex concepts and communicate them in a clear, concise and understandable manner. 

• Ability and willingness to follow an established company process.

• A demonstrated strong desire to learn and succeed in technology sales

• 2+ years sales or related business development experience is preferable, though not required.

• High School diploma or GED required.  Two or more years of college or equivalent work experience preferred.

• B2B calling and selling experience.

• Experience Inbound/Outbound Sales.

• Salesforce CRM experience for Sales Reporting/Forecasting a plus.

• Knowledge of the Financial Services industry a plus.