Identify and establish relationships with investment bankers through prospecting and marketing leads for new accounts
and expansion of contacts within existing accounts.
Meet or exceed set Key Performance Indicators (KPI’s), for example on number of calls and meetings and other sales
Identifies the need for, and collects, information to better understand client issues and problems.
Collects account history from all relevant our departments and published sources.
Uses LinkedIn Sales Navigator or other relevant system to locate new senior Advisory professionals and builds on these
contacts to create business relationships.
Develop sales strategy and account plans within account deck to gain greater market share to include proactive research
of potential deal activities and trends.
Deliver our value proposition in the field, phone meetings and video conference. Employs value based
conversations to arrive at a highly differentiated solution.
Engages customers in “unscripted” dialogue that focuses on addressing the customer’s problems.
Articulates the value our solutions can solve, leveraging the strength of our brand, scale, and market position to
place us at a competitive advantage.
Build and maintain strong sales pipeline and forecast, through discovery calls and meetings.
Drive the sales process and manage the contract and approval process of new deals, including negotiating on price
Conducts opportunity and account review sessions with manager using our Customer Engagement Model tools.
Completes required reports by deadline, maintains accurate forecast.
Manage all information in our Salesforce CRM system related to the account(s).