Account Professional
hace 5 días
A LITTLE BIT ABOUT Boldr
Boldr is a global B-Corp dedicated to delivering exceptional client experiences while creating access to dignified and meaningful work in communities worldwide. We are a global team united by our desire to connect diverse people with common values for bold impact. Our success combines ambitious vision with operational excellence.
Our Core Values
• Authenticity - We do our best work by being true to ourselves and others
• Curious - We grow by embracing curiosity and learning from each experience
• Dynamic - We remain adaptable and open to new ideas and perspectives
Role Overview
The sales representative role is a support and sales position tasked with lead generation, administrative support for account executives, and coordination of project operations functions within the company. This role focuses on billing, scheduling, and CRM maintenance, allowing motivated and qualified team members to progress in their careers into sales, design, operations, or customer success. You will be able to learn sales skills and prospecting, design theory, planning, and operations processes.
Responsibilities
• Maintain accurate task and follow-up actions on all deal-related activity as it relates to outstanding invoices, install dates, COI's, changes, and delivery information between sales and operations
• Responsible for managing and improving the "Job Scope" entry process into Airtable and Eames, acting as 1st-level escalation for errors
• Support the sales and account management team with deal activities such as collection of payment info, updating CRM data, customer service inquiries, and interface with design operations and scheduling
• Clean and maintain prospecting lists for marketing and segmentation
• Manage all inbound lead inquiries via phone and internet forms, social media, and other channels. Conduct initial qualification of customer needs and address questions, routing internally as appropriate
• Enter leads into CRM on qualified projects and assign to sales team members based on lead-rotation and distribution schedule
• Outbound lead generation on new market listings and stale properties. Using the CRM and email templates, conduct outreach, add new agents to the database, and qualify listings for the sales team
• Maintenance of all Customer data, including dates, addresses, projects, broker affiliations, and billing/invoicing details with the Salesforce CRM
• Develop an active portfolio of agents, developers, and new home-builders in any target market, as directed by Senior Management
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