Job Description

Overview

$43,680 - $52,000 / annually. Reporting to the Sales Manager for Corodata, this position is responsible for prospecting, setting appointments, learning operations and assisting with presentations for sales activities. The Business Development Representative will learn skills such as managing a CRM, estimating, proposals and presentations. This is an entry-level sales position with an opportunity to grow into an Account Executive. May assist with project management. This position will report to the Sales Manager but will have a dotted line to a Strategic Account Executive. A successful contributor will partner with all departments to ensure customer happiness.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Responsibilities

• Business Development Activities:
  
  
  • Conduct research to identify and analyze leads for potential opportunities to grow our client base
  • Initiate and/or participate in lead exchange groups and with individual lead exchange partners from related industries
  • Cold call prospects and set sales appointments
  • Conduct site surveys to scope projects, estimate costs, and develop client proposals
  • Develop proposals for new and existing clients
  • Present proposals and project plans to clients
  • Follow up with clients on open and pending proposals
  • Participate in industry trade associations as directed by the sales manager
  
  
  
• Account Management:
  • Scope, budget, and quote client projects
  • Consult with clients on record storage projects
  • Provide project preparation, planning and training services to clients
  • Conduct training presentations with client employees
  • Provide detailed work order instructions
  • Coordinate project details with Corodata transportation team and respond promptly to inquiries
  • Manage client inquiries
  • Participate in collection activities when requested by sales management
  • Follow company procedures in processing client projects and work requests
  • Document change orders and proposal revisions and communicate changes to client
  • Provide customer service and follow up to ensure customer success
  • Regularly visit jobs in progress to engage with the client and Corodata team members
  • Account administration activities, managing PO's and change orders
  • Conduct internal account reviews of current accounts at the request of management
  • Introduce new services including technology applications with clients
  
  
  
• Training and Development:
  • Become proficient on the companys chosen Contact Management Software (CMS), and use it daily to manage the sales process and generate new business (current CMS is Salesforce)
  • Promote Corodatas Mission and Vision Statements
  
  
  

Continuously promotes compliance with company policies and procedures.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Competencies

• Problem Solving and Decision-Making Skills in organization, attention to detail, and the ability to prioritize in a changing environment.
• Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure using whole numbers, fractions, and decimals.
• Reasoning Ability Ability to apply good business judgment to complex customer situations; handle problems with several variables in standardized situations.
• Customer Service Manages difficult or emotional customer situations well; responds promptly to customer needs; solicits feedback to improve service; meets commitments.
• Communication and Interpersonal Skills Ability to communicate effectively to customers and coworkers; resolves conflicts; listens; remains calm and professional.
• System Knowledge PC skills including proficiency in Microsoft Excel and PowerPoint.
• Inquisitive A desire to learn and understand all facets of Corodatas business and industry.
• Adaptable Ability to embrace changing priorities without sacrificing quality outcomes.
• Ownership Takes responsibility and seeks to understand partners to cultivate wins.

Education and/or Experience

Required:

• High School diploma or equivalent.
• Strong interpersonal communication skills.
• Knowledge of MS Office, including MS Excel and PowerPoint.
• Valid California drivers license and driving record meeting the companys insurance carrier requirements.

Preferred:

• Bachelors Degree or equivalent combination of education and experience.
• 13 years of customer service experience.
• Strong business acumen.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Individuals are required to be able to sit or stand for long periods as needed throughout the day.

1. Walking may involve level, uneven, or inclined surfaces and stairs.
2. Handling use of hands for tasks.
3. Lifting up to 50 pounds with proper technique.
4. Reaching extending hands and arms in various directions.
5. Standing may be required for extended periods.
6. Stooping bending at knees or waist.
7. Vision reading paperwork and computer screens.
8. Talking communicating by phone and in person.
9. Sitting sitting at a desk for long periods.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. This list is not all inclusive.

1. Temp/Weather: Office, warehouse, and occasional outdoor conditions.
2. Noise: Office, warehouse, or outdoor environments with varying noise levels.

Position Type/Expected Hours of Work

1. This is a full-time hourly position, with a minimum expectation of 40 hours per week.
2. Employees might be required to work late evenings or weekends depending on business needs.
3. Overtime must be approved by the manager before working.

AAP/EEO Statement

The Company provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type based on protected characteristics as defined by law.

Other Duties

Please note this job description is not designed to cover all activities, duties, or responsibilities and may change at any time with or without notice.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For details, review the Know Your Rights notice from the Department of Labor (no links).

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