Client Relations Prospecting Specialist
The Client Relations Prospecting Specialist is a key role within our sales team. The selected individual will work as a teammate with the Head of our Firm as a fanatical prospector, identifying client opportunities, work through the Advent sales process and maintaining customer relationships. We need rock stars who are motivated self-starters. This key position is the team member driving the Client Relations prospecting process.
Find out more about our team @: www.adventmovespeople.com
What we require of you:
You must be a strong communicator (written and verbal), have strong relational skills, have a track record of drive and performance, demonstrate an attention to detail, exhibit a commitment to follow-up and follow through, and have experienced measurable success individually and on a team.
- Be a radical prospector using market information and data to drive sales leads for our Client Relations team to explore and land.
- Conduct prospect research (upcoming projects, staffing changes, and promotional initiatives)
Provide administrative support to ensure follow up with prospects and clients
Initiate prospecting efforts (direct mail, email, and promotional material)
Set up appointments, phone calls, video conferencing and in-person meetings
Manage due dates/times for all current and prospective projects
Create proposals, review with internal team, and drive the proposal process for your customers
Schedule pre-meeting travel and appointment details; i.e., address, logistics and technology
Assist in other administrative, client relationship and lead generation tasks as assigned
Be curious and find ways to improve processes and grow sales opportunities
Be comfortable wearing many hats on the Client Relations team.
Be creative in finding solutions and creating opportunities to grow the business
Project by project
Enter all contract information in CRM Software (keep profile and contact information current)
Update sales forecast weekly
Add all opportunities and new projects to our project system
Upload all contracts, site surveys, photographs and documents related to new projects
Schedule download meetings
Help type notes, organize images, and add materials in preparation for download meeting
Help offer follow up and provide excellent service
"Working Environment/Physical Demands:
Reaching, standing, walking, lifting, grasping, talking, hearing and repetitive motions.
Primarily office-based work – Exerting up to 10 pounds of force occasionally, sits or stands
Close visual acuity to perform activities at distances close to the eye
Subject to activities that occur inside and outside, heat and noise
When working in the office, not substantially exposed to adverse environmental conditions
Position will be Nashville, TN based
By nature, this job description cannot be exhaustive: additional responsibilities, duties, skills, efforts, requirements and working conditions may be associated with this job.
Advent, LLC is committed to creating a diverse and inclusive work environment and is proud to be an equal opportunity employer. We provide equal opportunity to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws."