Financial Business Development Representative
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Must have finance background. If you meet these job requirements, please send your resume to Dan Edson at dedson@adaptiveplanning.com.
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As a Financial Business Development Representative, You will generate and qualify sales ready leads for our account executives. You will be comfortable with a start-up environment where personal performance is critical and will have the flexibility and determination to participate in any activity to ensure success.
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Position Type: Contract (10-20 hours per week)
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Compensation: Hourly/Bonus (tied to qualified lead output)
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Location: Home based – anywhere in the Continental US
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Job Description
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The Financial Business Development Representative is a contract-based tele-prospecting position, responsible for creating qualified leads for our regional account executives. We are looking for individuals with strong financial management background and experience with budgeting and forecasting processes. The position will utilize your financial background and professional communication, research and qualification skills, as well as objection handling and sales skills to communicate our products features effectively to prospective clients.
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The Financial Business Development Representative follows up with marketing generated leads to learn about their business needs, introduce Adaptive Planning’s products and services, and identify qualified prospects for our account executives.
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Specific responsibilities include:
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• Business to business lead generation and prospecting
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• Conduct and manage lead handling process from initial contact through to final qualification
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• Complete a high volume of daily activities, both phone and email based
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• Manage a lead queue, hitting appropriate Service Level Agreements for response time requirements into a defined territory/target vertical market
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• Appointment setting
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• Track activity and progress daily in Salesforce.com
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Qualifications:
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• Previous Finance experience a must
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• Salesforce.com CRM experience a huge plus
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• Proven track record in outbound B2B telemarketing/telesales or business development
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• Home office with a computer, MS Office, email and Internet access
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• Proficient Microsoft Office Outlook, Word, and Excel
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• Great verbal and written communication skills
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• Personal accountability for performance against goal
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• Self-motivated, goal oriented and dependable
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• Understanding of Adaptive Planning’s solution, target market and competitors
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• Ability to overcome high level objections and qualify leads appropriately
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• Ability to navigate corporate structures to identify decision makers and determine buying process
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• Ability to be assertive and persuasive without being aggressive
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• Active listening skills
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• Ability to learn and think quickly
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• Self-reliant, reliable and a top performer in past positions
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About Adaptive Planning
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Adaptive Planning is the worldwide leader in on-demand financial planning and reporting solutions that improve operational efficiency, strengthen companywide collaboration, and drive better business decisions in companies of all sizes. Adaptive Planning makes it easy to move beyond spreadsheets and automate budgeting, forecasting, reporting, and “what-if” analysis, without the cost and complexity associated with traditional business intelligence and BPM software.
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View the original posting here.
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