LinkedIn Event: How Should Credit Union & Bank CROs Innovate in 2023? | Request Demo

Lead Generation Associate

Key Responsibilities

  • Market research in our customer’s industry to find new business opportunities.
  • Assist account executives by developing detailed follow-up plans for the assigned accounts.
  • Export qualified leads and contacts to the CRM and update existing contacts of the assigned accounts.
  • Keep track of executive moves in the industry specifically in risk, compliance, and audit functions.
  • Keep track of FinTech’s and Banking partnerships
  • Keep track of Series-C funding of FinTech companies in the USA.
  • Work with BDR and AEs team to formulate reach out strategy, e-mail messaging.
  • Coordinate sales efforts under supervision of BDR team lead.
  • Attend appointment calls with experienced VP, AEs, TL and take copious notes.
  • Complete role-playing activities with team lead and AEs demonstrating understanding of prospecting calls, follow-up, and cold calls.
  • Propose ideas to help maximize sales and build upon existing strategies that have provided satisfactory results in the past.
  • Keeping a log of learning and sharing takeaways with team and other stakeholders.
  • Research competitor’s prices, products, and marketing initiatives.

Experience Requirement

  • Relevant experience of 1 year of more of Business development experience (online) for financial solutions/fintech business

Skill Set

  • Excellent communication skills, including the ability to explain clearly, listen to the requirements/feedback of clients – and relay this to team
  • Good communication and active listening
  • Research and analytical skills
  • Time management and organization skills

Required Behavioral Traits

  • Dependable, Enthusiastic, Motivated, Team Player
  • Motivated and high energy individuals with a positive attitude.
  • Ability to work independently and in time sensitive environments
  • Receptiveness towards feedback
  • Ability to follow-through and follow-up
  • Ability to stay calm and perform well under stressful conditions
  • Promote positive tone and high standards of quality within the group or department, and serves as a model to other team members
  • Ability to learn new tools quickly

Send us your resume at [email protected] mentioning the position in subject line.