Junior Sales Representative

The Junior Sales Representative supports company growth by assisting with outreach, lead generation, follow-up, pipeline organization, and relationship-building efforts across prospective and existing firm relationships. This role is responsible for helping maintain consistent communication with prospects, tracking sales activity, supporting meeting preparation, and ensuring follow-up tasks are completed accurately and on time.

This position is ideal for someone who is motivated, professional, coachable, and interested in growing within sales, business development, and firm relationship management. The Junior Sales Representative works closely with the Sales Manager to learn the company’s services, understand firm needs, support outreach strategy, and help move opportunities through the sales process.

The Junior Sales Representative represents the Retrēv brand professionally in all communications and plays an important role in creating a positive first impression with prospective firms.

• Assist with identifying prospective firms, referral sources, and new business opportunities.
• Support outbound outreach efforts through calls, emails, Linked In, and other approved communication channels.
• Conduct initial follow-up with prospects to help generate interest and schedule next steps.
• Research firms, attorneys, and market opportunities to support targeted outreach efforts.
• Help maintain consistent communication with prospects and existing contacts.
• Support the Sales Manager in progressing leads through the pipeline.
• Learn how to communicate Retrēv’s services, value, and process clearly and professionally.

• Maintain accurate and up-to-date records of outreach activity, contact information, follow-up tasks, and meeting notes.
• Enter new leads, update opportunity stages, and track activity within the CRM or lead tracking system.
• Monitor assigned follow-up tasks to ensure prospects are contacted in a timely and organized manner.
• Assist with preparing pipeline updates, activity reports, and sales tracking information.
• Help ensure no leads or opportunities fall through the cracks.
• Support consistent use of sales workflows, outreach sequences, and reporting processes.

• Serve as a professional point of contact for initial outreach and basic follow-up communication.
• Help coordinate introductory calls, meetings, lunches, and other sales-related touchpoints.
• Communicate with prospective firms in a clear, respectful, and service-focused manner.
• Support the Sales Manager with meeting preparation, prospect research, and post-meeting follow-up.
• Assist in educating prospects on Retrēv’s services, process, and next steps when appropriate.
• Build trust through responsiveness, professionalism, and consistent communication.

• Communicate relevant prospect details, requests, and questions to the Sales Manager or appropriate internal team members.
• Help ensure sales notes, firm requirements, and follow-up items are clearly documented.
• Work with internal departments as needed to understand service capabilities, timelines, and client expectations.
• Support smooth handoffs from sales conversations to onboarding or operational teams.
• Ask questions and escalat issues when prospect needs require clarification or leadership input.

• Participate in sales training, coaching sessions, team meetings, and role-play exercises.
• Develop a strong understanding of Retrēv’s services, target markets, sales process, and brand positioning.
• Learn how to identify firm needs, qualify opportunities, and communicate value effectively.
• Receive and apply feedback to improve outreach,…