Employer description & source details
Identify and research prospective clients through various sources, including referrals, networking, and industry databases. Conduct outbound outreach via phone, email, and social media to generate new business opportunities. Maintain and update prospect information within the CRM system. Schedule introductory meetings for senior sales team members. Coordinate and schedule meetings with existing clients. Serve as a point of contact for routine client inquiries and requests. Assist in maintaining strong client relationships through regular follow-up communications. Ensure client records and contact information remain accurate and up to date. Assist in the planning and organization of client review meetings. Prepare meeting materials, agendas, and presentation packages. Coordinate meeting logistics, including scheduling and calendar management. Track follow-up items and ensure action items are documented and communicated appropriately. Maintain accurate sales activity records and reporting. Support the sales team with administrative and operational tasks. Assist with pipeline management and opportunity tracking. Contribute to team initiatives and special projects as assigned. A minimum of 0 to 2 years' work experience Bachelor's degree required, preferably in Finance, Economics or Marketing. Ability to work a hybrid schedule of 3 days per week in office: 19 Old Kings Highway South, Suite 200, Darien, CT 06820 Outstanding verbal, written and presentation skills, with the ability to communicate clearly and effectively. Manage the sales process through targeted phone calls, one-on-one meetings, and group presentations. Must be proficient with Microsoft PowerPoint, Excel and Word. A high level of motivation, the drive to take initiative and work both independently and as a tea
Extracted skills: artificial intelligence, excel, sales, finance, operations