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July Business Services · 1 day ago

Manager, Internal Channel Sales Desk

United States

Full-time

Remote

Mid, Senior Level

3+ years exp

July Business Services (JULY) is a growing financial technology retirement plan services company. They are seeking a dynamic leader to build and lead their new Internal Channel Sales Desk, focusing on advisor engagement and conversion efforts while managing a small team and collaborating with various departments.

ConsultingFinancial ServicesInformation Technology

Hiring Manager

Pam Pryor

Responsibilities

Establish JULY’s Internal Channel Sales Desk — define daily workflows, performance metrics, and reporting

Train, mentor, and manage a small team (initially including offshore support in Cape Town)

Partner with Business Development, Marketing and Sales Leadership on creating targeted lists of advisors

Manage inbound and outbound advisor engagement within key channels

Hand off qualified leads to Regional Sales Director (RSD) and Internal Sales Consultant (ISC) pairs and track outcomes

Use HubSpot and Unify CRM to prioritize, score, and follow up on advisor opportunities

Build and manage SOLO plan pipeline – from proposal to close – including those that come direct via the channel sales desk and those that are assigned by the RSD and/or ISC

Deliver timely and professional responses to advisor and channel partner inquiries

Coordinate with Marketing and Business Development to refine advisor targeting and campaign follow-up

Track and report advisor conversion metrics, pipeline growth, and ROI

Provide feedback on system/process improvements for lead flow, automation, and analytics

Qualification

Retirement plan knowledgeCRM systems experienceTeam leadershipSales disciplineProcess improvementProfessional communicationEntrepreneurial mindsetChannel Sales experienceQKAQPFC designation