What are the responsibilities and job description for the Business Development Manager position at WATERCRESS FINANCIAL GROUP LLC?
The Business Development Manager (BDM) drives growth by identifying opportunities and managing mid-market accounts, defined by company size. This role involves prospecting, conducting discovery calls, advancing leads through the sales process, and closing deals, supporting onboarding and initial activation efforts. Additionally, the BDM will be responsible for initial management of their contractors for a designated period post-onboarding, based on the partner's needs.
RESPONSIBILITIES
- Prospecting:
- Identify and qualify new business opportunities through various channels (e.g., cold calling, networking, social media, industry events).
- Maintain and update leads in the Watercress CRM of potential mid-market clients.
- Conduct outreach to potential clients to schedule discovery calls.
- Discovery Calls:
- Conduct initial outreach to leads to schedule and conduct discovery calls.
- Prepare for and lead discovery calls, ensuring that potential clients' needs and interests are thoroughly understood.
- Set up a consistent number of discovery calls each week.
- Sales Process Advancement:
- Move leads through the sales funnel, from initial contact to closing.
- Identify and address any barriers to advancing leads.
- Independently close deals and work to onboard and activate
- Account Management:
- Manage accounts post-sale to ensure client satisfaction and retention.
- Serve as the primary point of contact for originated accounts for a period of time dictated by the partner’s needs.
- Regularly follow up with clients to nurture relationships and identify new business opportunities.
- Address and resolve any client issues or concerns promptly.
- Relationship Building:
- Develop and maintain strong relationships with potential and existing mid-market clients.
- Provide exceptional customer service and support to enhance client satisfaction.
- Reporting and Analysis:
- Update the Watercress CRM to ensure that key metrics related to prospecting, discovery calls, and account management can be tracked and reported accurately.
- Analyze data to identify trends, opportunities, and areas for improvement.
QUALIFICATIONS
- Bachelor’s degree in Business, Marketing or a related field is a plus but not required.
- 1-3 years of proven experience in sales, business development, or a related field, particularly in the home improvement industry.
- Experience in sales to home improvement contractors (any product of service) or direct sales of home improvement projects to homeowners preferred.
- Experience with mid-market accounts is a plus.
KNOWLEDGE AND SKILLS
- Excellent communication and interpersonal skills.
- Strong organizational and time management abilities.
- Proficiency in CRM software and Microsoft Office Suite.
- Ability to work independently and as part of a team.
- Self-motivated with a proactive approach to problem-solving.
