Junior Sales Representative
TrueAccord
Benefits & Perks
- Everything you need to work remotely
- Unlimited PTO
- Medical/dental/vision insurance
- 401k through Charles Schwab
- Flexible Spending Account, Limited FSA, and Health Savings Account- with an eligible health care package.
- Company-paid short-term and long-term disability plus basic life insurance.
- Family-friendly maternity and paternity leave
- Employee assistance program (EAP) via Claremont. Get free short-term counseling for mental health, free + discounted legal consultations, free financial consultations, access to work/life consultants, and more!
- PerkSpot discount program. PerkSpot offers exclusive discounts to 900+ merchants nationwide, and has exclusive discounts up to 60% on hotels worldwide.
- Paid time off to do volunteer work in your community.
- Access to the Wellness Coach app for you and 5 family members
Key Responsibilities
- Sales Cycle Support: Partner closely with the Enterprise Sales Executive to support all phases of the sales cycle—from discovery to proposal to close—helping drive faster deal progression and higher close rates.
- Meeting Support: Prepare agendas and materials for prospect calls, attend meetings, take notes, and manage follow-up tasks.
- Opportunity Acceleration: Proactively identify and address bottlenecks in active deals by preparing follow-ups, gathering client materials, and coordinating internal resources to keep deals moving forward.
- Research & Prospecting: Conduct market and account research to identify potential customers, prepare sales materials, and gather insights to personalize outreach.
- Client Meeting Prep & Follow-Up: Assist in preparing for high-stakes client meetings (e.g., custom decks, tailored demos, competitive insights), attend calls as needed, take detailed notes, and own follow-up actions to maintain deal momentum.
- Sales Material Optimization: Customize pitch decks, case studies, and ROI calculators for specific verticals or clients to increase resonance and conversion.
- Pipeline Intelligence: Monitor active opportunities and provide timely updates or alerts on key actions needed to advance or close deals.
- Cross-Functional Liaison: Coordinate with Marketing, Product, Legal, and Solutions teams to gather and deliver information quickly—shortening response times on proposals, pricing, security reviews, and contracts.
- Competitor Analysis: Gather and maintain up-to-date intel on competitor offerings and positioning to help tailor messaging and overcome objections effectively.
- CRM & Reporting: Ensure accurate and up-to-date CRM entries to support effective forecasting, follow-up, and pipeline hygiene.
- Process Improvement: Continuously look for ways to streamline workflows, automate repeatable tasks, and improve internal processes to reduce sales cycle friction.
Qualifications
- 1–2 years of experience in sales, business development, or a client-facing role (SaaS or B2B preferred).
- A team player with a proactive attitude and a desire to grow in enterprise tech sales.
- Strong organizational skills with the ability to manage multiple priorities.
- Excellent written and verbal communication.
- Comfortable using CRM tools (Salesforce, HubSpot, etc.), Microsoft Office, and sales engagement platforms.
- Interest in financial technology or collections is a plus.