Support Business Development Directors and Principals with lead generation, appointment setting, sales closing, follow-up and monitoring of business development matters.

Ensure prospect priorities are handled appropriately and in a timely manner.

Report proactively on prospect status to the Client Services Team Leader.

Make outgoing customer and cold calls to sell products and services.

Arrange meetings for Directors and Principals with prospective clients.

Enter customer information accurately and efficiently into Salesforce.

Maintain a list of potential leads and follow up with them.

Assist sales colleagues with arranging customer meetings and sales calls.

Contact customers in response to correspondence or feedback.

Maintain thorough and current knowledge of Ryan's products and services and industry developments.

Work closely with the Business Development team to create and manage sales campaigns.

Requirements

2 years sales or telemarketing, ideally in a role selling to the finance and tax teams.

Understanding of Microsoft tools including Outlook, Excel and Word.

Use of CRM tools, ideally Salesforce, is an advantage.





Ability to interact with employees and clients in person and via email and telephone.

Ability to accommodate occasional out-of-hours calls across different time zones.

Core Competencies
Demonstrates solid capabilities in lead generation, appointment setting, and sales closing, with a focus on maintaining accurate customer information in Salesforce. Proficient in utilizing Microsoft tools and CRM systems to support business development efforts effectively.

Highest-signal resume keywords

Lead Generation

Sales Closing

Salesforce Proficiency

Microsoft Excel

Telemarketing Experience

Hard Skills

Lead Generation

Sales Closing

Telemarketing

Customer Follow-Up

Sales Campaign Management

Soft Skills

Effective Communication

Interpersonal Skills

Proactive Reporting

Time Management

Industry Keywords

Business Development

Finance

Tax

Client Services

Tools & Technologies

Salesforce

Microsoft Outlook

Microsoft Excel

Microsoft Word

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📌 Spécialiste, Services Client (Ontario)
🏢 Jobtailor
📍 Ontario