Corodata Record Management Inc. · 23 hours ago
Business Development Representative
San Jose, CA
Full-time
Onsite
Entry Level
$44K/yr - $56K/yr
1+ years expCorodata is seeking a Business Development Representative to assist in prospecting and setting appointments as part of their sales team. The role involves learning operations, managing CRM, and developing proposals while contributing to customer satisfaction and project management.
ConsultingEvent ManagementInformation ServicesInformation TechnologySocial Media
Responsibilities
Conduct research to identify and analyze leads for potential opportunities to grow our client base
Encouraged to initiate and/or participate in lead exchange groups, and individual lead exchange partners from related industries
Cold call prospects and set sales appointments
Conduct site surveys for the purpose of scoping projects, estimating costs, and developing client proposals
Develop proposals for new and existing clients
Present proposals and project plans to clients
Consistently follow up with clients on open and pending proposals
Encouraged to participate in industry trade associations, at their direction of sales manager
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 and precise 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
Become proficient on the company’s chosen Contact Management Software (CMS), and then utilize the software program daily to manage the sales process and efficiently generate new business (current CMS is salesforce.com)
Promote Corodata’s Mission and Vision Statements
Continuously promotes compliance with company policies and procedures
Qualification
Required
High School diploma or equivalent
Strong interpersonal communication skills
Knowledge of MS Office, including MS Excel and PowerPoint
Valid California driver's license and driving record that meets the company's insurance carrier's requirements
PROBLEM SOLVING AND DECISION-MAKING SKILLS – Organization skills, attention to details, 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, common fractions, and decimals
REASONING ABILITY – Ability to apply good business judgement to complex customer situations. Ability to deal with problems involving several concrete variables in standardized situations
CUSTOMER SERVICE – Manages difficult or emotional customer situations well; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments
COMMUNICATION AND INTERPERSONAL SKILLS – Ability to communicate effectively to customers and coworkers. Focuses on solving conflict; listens to others and seeks to understand; keeps calm and professional; remains open to others' ideas and tries new things
SYSTEM KNOWLEDGE – PC skills including proficiency Microsoft Excel and Microsoft PowerPoint
INQUISITIVE – A desire to learn and understand all facets of Corodata's business and industry
ADAPTABLE – Ability to embrace changing priorities without sacrificing quality outcomes
OWNERSHIP – Corodata employee owners take responsibility for their actions and seek to understand their partners to cultivate wins
Preferred
Bachelor's Degree or equivalent of education and experience
One – three (1-3) years of customer service experience
Strong business acumen
Company
Corodata Record Management Inc.
For 75 years, Family-owned and operated since 1948, Corodata is the largest independent Records Management company in California.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Linda LeLievre [LION][TopLinked][MyLink500]
SHRED ACCOUNT EXECUTIVE
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