Business Development Consultant (Sales Consultant)

Posted 4 Days Ago
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Medford, OR, USA
In-Office
Entry level
Financial Services
The Role
Develops and executes sales strategies for transportation-industry factoring and financial services. Responsibilities include daily prospect outreach by phone and email, CRM recordkeeping, prospecting strategy development, referral-source building, accounts receivable analysis, financing-option assessment, proposal and contract coordination, client follow-up, and meeting sales quotas. The role requires strong communication, organization, customer service, computer, and problem-solving skills, with occasional overtime and no supervisory responsibilities.
Summary Generated by Built In

Description

Steelhead Finance, a subsidiary of People’s Bank of Commerce, is a leader in factoring and financial solutions for businesses seeking to manage and grow their cash flow. Established in 1981, we are located in Medford, OR. Our mission is to provide the best customer service possible to the many clients, customers, and partners we work with on a regular basis. We continue to build an ever-growing team that:

  • Delivers top-notch service
  • Embraces change
  • Pursues personal growth
  • Helps build a positive team spirit
  • Is passionate and creative

The Business Development Consultant develops and executes strategies to increase company sales and profits. They identify business opportunities and secure sound business deals in the transportation industry.

  • Contact assigned prospective businesses daily via phone and email.
  • Maintain lead/prospect sales records in the CRM database.
  • Identify new sources of prospects – prepare action plans and schedules to reach specific geography, industries, or business sizes.
  • Develop a group of reliable referral sources.
  • Assess prospective clients’ Accounts Receivable & Aging information to determine relevant financing options for their business.
  • Work with multiple internal departments to create relevant financial service proposals and contracts for prospective clients.
  • Work as a team in follow up on your clients’ services and provide new service opportunities as needed.
  • Meet monthly/quarterly benchmark BDC quota goals.

Reports to: Director of Business Development 

Supervises: None

Requirements

  • Good verbal and written communication skills.
  • Good organization and record keeping skills required.
  • Email, MS Office (Word & Excel) skills required.
  • Customer service experience preferred.
  • Sales experience preferred- including persuasiveness, communication, energy, undeterred by rejection.
  • A commitment to life-long learning in either an academic or industry specific learning environment.

Education, training and experience:

  • Successful completion of a high school diploma or GED.
  • Excellent knowledge of office equipment essential to job performance: ten-key calculator and personal computer.
  • Strong knowledge of computer programs: Word, Outlook, and Internet usage.

Working environment and conditions:

Physical Demands:

Lifting (up to 10 Pounds)

Sitting

Walking

Standing

Finger dexterity

Mental Demands:

Interaction with staff and customers

Act on own initiative

Work unsupervised to meet deadlines/demands

Problem-solving

May include extended periods of time at the computer terminal

Occasional overtime may be required

Environmental Demands:

Occasional exposure to noise, hazards, fumes, dust or odors associated with office location and external influences

Equipment and tools:

General office equipment including, but not limited to:

  • Personal computer Cell phone 
  • Fax machine Voicemail
  • Copy machine Calculator
  • Telephone  

Computer, peripherals, and Microsoft Office software.

The above statements are intended to describe the general nature and level or work to be performed. They are not intended to be an all-inclusive listing of all responsibilities, duties and skills required for this position. These job requirements are subject to change to reasonably accommodate qualified disabled individuals. 

Those selected must be able to provide proof of legal right to work in this country. Hiring will be subject to criminal history background check, credit check, drug screen and references.

People's Bank of Commerce is an Equal Opportunity Employer of minorities, women, protected veterans, and individuals with disabilities. If you are an individual with a disability and require reasonable accommodation to complete all or part of the application process, please call 541-491-8928 or email [email protected].

Skills Required

  • Strong verbal and written communication skills
  • Strong organization and record-keeping skills
  • Email and Microsoft Office skills, including Word and Excel
  • High school diploma or GED
  • Knowledge of office equipment, including a ten-key calculator and personal computer
  • Strong knowledge of Word, Outlook, and Internet usage
  • Ability to provide proof of legal right to work in the country
  • Customer service experience
  • Sales experience, including persuasion, communication, energy, and resilience to rejection
  • Commitment to lifelong learning
  • Ability to pass a criminal history background check, credit check, drug screen, and reference checks
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The Company
Year Founded: 1998

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