What are the responsibilities and job description for the Customer Service Staff Supporting Sales position at Benetrends?
Description
Position Summary :
The Customer Service Staff Supporting Sales role plays a vital role in the success of Benetrends Financial by providing high-quality, client-focused support to our sales team and prospective clients. This position acts as the backbone of the sales team by managing internal workflows, coordinating with departments, and ensuring all sales efforts are effectively supported from behind the scenes. By directly supporting the sales team, this position contributes to meeting team goals, fostering client relationships, and upholding Benetrends' reputation as a leader in business funding solutions.
Key Responsibilities :
Sales Support :
- Serve as the first point of contact for internal sales inquiries, assisting team members with tasks such as research, documentation, and follow-ups.
- Collaborate with funding consultants to prioritize leads, ensuring timely follow-up and accurate data entry into the CRM system (HubSpot).
- Prepare and manage documents needed for sales consultations, including pre-qualification forms, funding program brochures, and engagement documents.
- Assist sales consultants with administrative tasks like scheduling meetings, processing agreements, and coordinating with clients to collect necessary documents.
- Track client progress through the sales pipeline, updating records to reflect completed steps, and flagging leads for follow-up or escalation.
Customer Engagement :
Administrative and Operational Tasks :
Team Collaboration and Continuous Improvement :
Key Qualifications :
Skills and Experience :
Personal Attributes :
A team player with a proactive attitude and a strong sense of accountability.
Detail-oriented with a focus on accuracy and efficiency in completing tasks.
Adaptable and open to feedback, with a willingness to learn and improve processes.
Customer-focused with a commitment to creating positive client experiences.
Key Benefits to Benetrends Financial :
Provides the sales team with the administrative and operational support needed to focus on closing deals and nurturing client relationships.
Enhances client satisfaction by ensuring all touchpoints are handled professionally and efficiently.
Improves efficiency in the sales pipeline, reducing delays in the client onboarding process.
Contributes to Benetrends' reputation for excellent customer service and comprehensive business funding solutions.
Why Join Benetrends Financial?
At Benetrends, we pride ourselves on helping entrepreneurs realize their dreams of business ownership. As a part of our Customer Service Staff Supporting Sales team, you'll play a crucial role in that mission by ensuring a seamless and supportive experience for both our clients and sales consultants. Join us in making a difference in the world of small business financing!
Position Requirements
Personal Attributes :
Key Benefits to Benetrends Financial :
Why Join Benetrends Financial?
At Benetrends, we pride ourselves on helping entrepreneurs realize their dreams of business ownership. As a part of our Customer Service Staff Supporting Sales team, you'll play a crucial role in that mission by ensuring a seamless and supportive experience for both our clients and sales consultants. Join us in making a difference in the world of small business financing!
Location
Lansdale
EOE Statement
Benetrends is a proud Equal Opportunity Employer. We are committed to embracing diversity and inclusion in our hiring practices and our employees' experience. We celebrate all cultures, backgrounds perspectives and experiences and know that we can only become better together.
This position is currently accepting applications.