Key Responsibilities
The Sales Director role is a business development role that drives new business with registered investment advisors, universities, wealth managers and local banks.
The Sales Director will:
- With the assistance of a Sales Development Representative (SDR), prospect and build a sales pipeline through leads generated via tenacious outbound calling, email communications, and other direct marketing methods
- Lead Software Presentations to prospective customers
- Diagnose prospect challenges and demonstrate solutions using CFRA products and services
- Track activities through Salesforce
- Develop and Coordinate Marketing Campaigns including email, webinar, partners tradeshows, and events
- Coordinate RFP responses
- Work with Product Management and Product Development to create solutions to meet needs and add value to prospects investment process
- Collaborate with Account Management team members to successfully transition accounts and identify potential opportunities to upsell new relationships
Equal Opportunity Employer / Veterans / Disabled