What are the responsibilities and job description for the Sales Enablement & Account Management Spc. position at The Institute of Internal Auditors Inc?
Position Summary:
The BDR will play a crucial role in identifying and developing new business opportunities for The IIA by prospecting potential clients and promoting a diverse range of products and services. Working closely with the Director of Global Innovation & Partnerships, this individual will help build a pipeline of qualified leads and ensure a smooth transition to sales for closing. The BDR will utilize a variety of tools, including technology and social media platforms, to effectively engage with prospects. This role involves meeting key weekly, monthly, quarterly, and yearly metrics, with performance directly tied to overall team sales success.
Key Responsibilities:
- Prospecting & Lead Generation:
- Identify and research potential clients using digital tools, databases, email lists, conference leads, and social media platforms.
- Initiate contact with potential clients via email, phone, social media, and other outreach methods.
- Qualify prospects for group memberships, certifications, sponsorships, exhibiting opportunities, advertising, licensing, training, external quality assessments, and more.
- Continuously grow a list of qualified leads for the sales team.
- Warm Transfers & Collaboration:
- Engage with prospects to understand their needs and gauge interest in The IIA’s offerings.
- Facilitate smooth, warm handovers to the appropriate salesperson to close the deal.
- Work closely with the sales and partnerships teams to ensure alignment of goals and initiatives.
- Metrics & Reporting:
- Track and report on outbound sales efforts, including calls, emails, meetings, and other engagements.
- Meet weekly, monthly, quarterly, and yearly performance metrics.
- Assist in achieving overall team sales targets by contributing to lead generation and pipeline development.
- Leveraging Technology & Social Media:
- Use CRM to manage and track leads, ensuring accurate and timely follow-ups.
- Utilize social media platforms like LinkedIn, Twitter, and other industry networks to identify new prospects and stay connected with potential clients.
- Stay informed about industry trends, competitors, and client needs to better position The IIA’s products and services.
Key Qualifications:
- Proven experience in a business development or sales role, preferably in a B2B or professional services environment, member-based association experience a plus.
- Strong ability to multitask and manage time effectively in a fast-paced environment.
- Demonstrated ability to leverage technology and social media platforms for prospecting and engagement.
- Excellent verbal and written communication skills.
- Highly organized with attention to detail in managing prospect lists and reporting.
- Proficiency in CRM software (Microsoft CRM preferred) and Microsoft Office Suite.
- Team-oriented mindset with a collaborative approach to achieving sales goals.
Preferred Skills & Experience:
- Familiarity with the internal auditing industry or professional services sectors.
- Experience working with membership organizations or selling professional certifications, sponsorships, and training services.
- Strong analytical skills with the ability to interpret and act on sales data and metrics.
Compensation & Benefits:
- Competitive salary with performance-based bonus opportunities.
- Comprehensive benefits package, including health insurance, retirement plans, and professional development opportunities.
- Opportunities for career growth and advancement within the organization.
Performance Metrics:
Success in this role will be measured through:
- Outbound sales efforts (calls, emails, social media engagements).
- Number of qualified leads and scheduled warm transfers to sales.
- Achievement of weekly, monthly, and yearly targets for lead generation.
- Contribution to the overall sales team’s success in revenue generation.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
This position will require work in our Headquarters office in Lake Mary, FL 40% of the time.