Strategic Sales Analyst

Job Description

REQUIREMENTS

• Bachelor degree in finance, business administration, or equivalent
• 1 year of experience in customer service or sales
• Outbound/cold calling experience required
• Experience within mortgage/hard money/private money
• Salesforce experience preferred
• Intellectually curious and with a keen interest in real estate, real estate investment, or mortgage
• Excellent verbal and communication skills

RESPONSIBILITES

• Identify and enrich new prospects with accurate contact information, using a combination of internal tools and public records, to build and maintain a robust outbound pipeline alongside provided leads
• Conduct outbound prospecting via phone, email, events, webinars, and targeted campaigns to educate and develop leads for the Director of Strategic Accounts (DSA) team
• Make 80–100 outbound dials per day
• Develop an in-depth understanding of the lead generation process, including supporting marketing activities and prospect touch-points, to ensure a seamless hand-off to the DSA
• Set qualified appointments for DSA partners

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