Client Development Associate - Inbound Sales

Join the Client Partner team as a full-time Client Development Associate, based in Toronto, ON. This role focuses on inbound sales with excellent relationship management and communication skills.

You will manage a robust pipeline of warm leads in this on-site position, guiding clients through the sales cycle without cold calling. Responsibilities include qualifying leads, conducting discovery calls to gather client needs, and creating tailored proposals that convert prospects into long-term clients. Collaborating with different departments is essential to ensure a satisfying client experience from initial engagement to onboarding.

Key Responsibilities:

• Qualify and manage inbound leads efficiently

• Conduct discovery calls to understand client requirements

• Create and propose customized solutions for clients

• Navigate the full sales cycle from lead qualification to closure

• Facilitate smooth onboarding after closing deals

Requirements:

• Strong client services and communication skills

• Proven track record in managing sales opportunities

• Experience with Microsoft Office and CRM systems

• Background in inbound sales or financial services advantageous

• Excellent organizational abilities for task management

Drive positive client experiences by utilizing your sales and organizational skills in this dedicated role.
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