Description

The purpose of this position is to extend eMoney Advisor's market coverage for eMoney's products by generating new pipeline through :

• Executing Targeted Outbound Campaigns via phone,emailand social
• Handling and disposition of Inbound Inquiries and Leads
• Accelerating pipeline and increasing conversion by executing programmatic recycled (discontinued / disqualified leads) and reconstituted nurturing (aged pipeline)
• TheSDRsupports several Sales executives

They will be active participants in territory and account planning to support the team.

JobResponsibilities

Outbound :

• For targeted outbound campaigns, leads will be qualified according to the accepted methodology, and hand over to Inside Sales or Field Sales using standard process.
• Various aging leads and opportunities will be assigned to theSDRfor nurturing with return to the Inside Sales Executive or Field Sales for Closure.
• Account Based Marketing - Experience in working in large Enterprise accounts and targeting decision makers
• Engage current user to expand awareness, educate, ask for referrals, identify new opportunities and develop account intelligence.

Inbound :

• Phone - Answer inbound phone calls and qualifyaccording to the accepted methodology and hand over to Inside Sales or Field Sales using standard process.
• Chat - Monitor and respond to all Chat's generated through the eMoney Advisor website and qualifyaccording to the accepted methodology and handed over to Inside Sales or Field Sales using standard process.

Campaign Execution & Lead Management :

• Plan call and e-mail activities to generate Leads using the most efficient means, in collaboration with the Marketing and Sales teams.
• Collaborate with Sales colleagues for most effective territory planning and execution, covering all routes to market
• Generate and Qualify leads through proper means (cold calling, phone campaigns, email actions, Social Selling etc.)
• Pass qualified leads to Inside Sales or Field Sales resource for sales stage execution
• Regularly review of lead pipeline and progression. Proactively give qualitative and quantitative feedback to Marketing on campaigns

Opportunity and Lead Nurturing

• Actively follow up on aging / stagnant leads and opportunities to re-energize back into an active sales cycle
• Plan call and e-mail activities in close alignment with Marketing / Inside Sales / Field Sales for most efficient opportunity acceleration
• Drive ongoing nurturing of opportunities expected to enter active sales cycles in 3 - 6 months out

Data entry in the CRM system

Document the campaign execution and lead / opportunity management activities using the adequate systems correctly

Requirements

• Bachelor or equivalent business experience
• Specific software or tools required to perform the job (NA)
• Minimum 3 years' experience in Demand Generation or Inside Sales environment

Skills

• Preferably Teleprospecting experience, specifically high volume phone-centric work
• High volume activity working environments, involving phone and a CRM / contact management system
• Background in High-Tech / Software industry with specific background in Financial Software a plus
• Knowledge of Account Based Marketing and Social Selling a huge plus

The salary range for this position is $51,000 - $66,000; commensurate salary to be determined based on skills, professional background and expertise.

This position is also eligible, pursuant to applicable eMoney policies, eMoney commission program, retirement contributions, health insurance, sick leave, parental leave and paid time off.

Please note this is a 100% remote role.

At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior organization.

Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 100,000 financial professionals and support over 5 million end clients.

At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work.

Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results.

eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Last updated : 2024-03-02