Description: Supporting a Regional Sales Director in the Baytown, Texas office
Managing travel arrangements.
Contacting and following up with Clients.
Setting appointments for Sales Director.
Assist in meeting preparation.
50% Administrative Duties – 50% Business Development.
Build relationships with clients.
Organize tradeshow planning and follow up. Obtain and classify/qualify attendee rosters, identify prospects, schedule event/dinner planning, input lead generation, client follow up and convention reporting.
Coordinates the preparation of presentations, proposals/contracts to clients/prospective clients for services/products.
Ensures that the CRM database stays current as financial institutions merge, acquire, etc. Also ensures that contact records within the database stay current as contacts move from one financial institution to another, leave the industry, are new to the position, etc. All communication with any contacts in CRM must be inputted properly and be current.
Inputs Expense information into CRM on a timely basis so that expense may be reimbursed by the accounting department.
Work with outbound call center to coordinate calendars by adding appointments and activities.
Posted By: email@example.com
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