Apply on Employer Site

Watercress Financial · 16 hours ago

Contractor Development Specialist

West Des Moines, IA

Full-time, Contract

Onsite

Entry, Mid Level

1+ years exp

Watercress Financial is seeking a motivated and dynamic Contractor Development Specialist to join their team. This role focuses on generating and qualifying leads, setting appointments, and driving opportunities for the sales teams in the home improvement financing space, with a clear path for career growth into sales or account management roles.

FinanceFinancial ServicesPersonal Finance

Hiring Manager

Kiersten K.

Responsibilities

Conduct high-volume outbound efforts using phone, email, and other technology platforms (e.g., CRM tools, email automation, LinkedIn) to engage scored leads and identify new business opportunities in the home improvement financing space

Further qualify leads by assessing their needs, budget, authority, and timeline, ensuring alignment with Watercress Financial’s offerings and directing qualified prospects to the appropriate inside or outside sales team members

Schedule appointments for sales team members, ensuring accurate handoff of qualified leads with clear documentation of prospect interactions and needs

Develop and maintain a deep understanding of Watercress Financial’s point-of-sale financing solutions, articulating our value proposition clearly and persuasively to prospects while addressing competitive differentiators

Stay informed about competitors in the home improvement lending market, leveraging insights to position our offerings effectively during prospect interactions

Continuously adapt outreach strategies based on real-time feedback from prospect engagements, refining approaches to improve qualification rates and appointment-setting success

Work closely with sales operations to leverage CRM data, marketing to align on campaign messaging, and sales/account management to ensure seamless lead transitions and follow-up

Document all prospect interactions thoroughly in the CRM (preferably Salesforce.com), ensuring clarity for sales team members and enabling training or knowledge sharing with colleagues

Meet or exceed key performance indicators (KPIs) such as daily call/email volumes, lead qualification rates, and appointment-setting targets to drive pipeline growth

Qualification

Salesforce.comLead generationAppointment settingHome improvement industryZoomInfoMicrosoft Power BICommunication skillsMicrosoft Office SuiteCompetitive mindsetSales enablement toolsAdaptabilityCollaboration

Required

Bachelor's degree and/or minors in: Business/Finance/Economics, Sales, Marketing, Communications, or a related field preferred

1-3 years of experience in business development, lead generation, appointment setting, or outbound calling, ideally in financial services, fintech, or a related B2B/B2B2C industry

Exceptional communication skills, both verbal and written, with the ability to engage prospects confidently and professionally

Strong ability to learn and adapt quickly, using insights from prior engagements to refine outreach strategies in near real-time

Competitive mindset with a desire to grow into a sales or account management role, demonstrating ambition and a commitment to career development

Ability to collaborate effectively with sales operations, marketing, sales, and account management teams to align on goals and strategies

High energy, resilience, and a results-oriented mindset, with the ability to thrive in a fast-paced, target-driven environment

Willingness to work on-site in Des Moines, Iowa

Preferred

Home improvement industry exposure or experience a plus

Knowledge of Salesforce.com for CRM management, ZoomInfo for prospecting and lead enrichment, Microsoft Power BI for data visualization and reporting, and Microsoft Office Suite (Word, Excel, PowerPoint) for documentation and analysis is preferred

Experience with additional sales enablement tools (e.g., email automation, LinkedIn Sales Navigator) is a plus