Summary
The company is hiring a CRM Sales System Consultant for a remote and full-time role. The consultant will act as an expert user of the sales system, help guide and train the sales team, participate in business process discussions, make product recommendations, present to Sales Directors, and lead prospect data acquisition. Required experience includes 5+ years of CRM experience, insurance-related experience, 3+ years in a sales role, business acumen, strong verbal and written skills, and MS Dynamics, Salesforce, or other commercial sales system experience.
Requirements
- 5+ CRM experience
- Insurance related experience required
- 3+ years of experience in Sales related role
- Business acumen with strong verbal and written skills
- BA/BS equivalent
- MS Dynamics, Salesforce, or other commercial sales system experience required
Responsibilities
- Be the ‘Expert User’ of the existing sales/workflow system – being able to use the system just as the full-time sales team does
- Help guide, train, and communicate the most efficient ways to use the system to aid the sales team
- Participate in business process discussion and solution road-mapping with customers and prospects
- Make creative product and solution recommendations to satisfy the customer and prospect’s business and technical objectives
- Presenting and working closely with Sales Directors
- Act as business owner of sales/service system
- Lead the contribution to prospect data acquisition, list creations, campaigning, and mining process
- Understand the cold calling model; as well as the submission, quote, bind process working with insurance carrier/marketing team
- Serve as bridge between Sales and IT
