Key Responsibilities
- Proactively prospect for new clients through sales best practices including, cold calling, industry events, and networking.
- Develop and manage a strong pipeline of qualified leads across target industries and geographic territories.
- Conduct face-to-face discovery meetings to understand client needs, challenges, and objectives.
- Confidently overcome objections, negotiate terms, and close new business to meet or exceed monthly and annual revenue goals.
- Maintain ownership of the sales process from initial contact through signed agreement and job setup.
- Track and report activity, conversion rates, and revenue in the CRM system.
- Serve as the primary point of contact for assigned accounts, ensuring seamless communication and project execution.
- Provide professional, timely responses to inquiries, quotes, and project updates.
- Build strong, long-term client relationships to promote repeat business and referrals.
- Identify and pursue upsell and cross-sell opportunities for additional services.
- Communicate proactively with customers regarding timelines, production updates, and changes.
- Collaborate closely with internal teams to resolve issues promptly and ensure high client satisfaction.
- Prepare accurate and competitive quotes using QuickBooks and set up jobs in the system.
- Confirm job details, pricing, and specifications before submission to production.
- Ensure all client materials and data are received on time to meet production schedules.
- Track project milestones, verify accuracy at each stage, and manage invoicing and payment follow-ups.
Qualifications
- Associate’s degree in business, Marketing, or Communications (Bachelor’s preferred).
- 2–4 years of outside sales or business development experience.
- Proven success in cold calling, prospecting, and closing new business.
- Strong presentation, negotiation, and interpersonal communication skills.
- Proficiency with CRM platforms (Salesforce, HubSpot, etc.), QuickBooks, and Microsoft Office Suite.
- Self-motivated, organized, and goal-oriented with a competitive, results-driven mindset.
- Bilingual (fluent in English & Spanish) is a big plus.
Top Skills
What We Do
Cogent Analytics is a business management consulting firm committed to serving privately held businesses in the US. Founded in 2014, we've grown from a small team of six to a thriving organization of over 220 dedicated professionals serving Main Street businesses across 36 U.S. states.
Our mission is to improve the lives of business owners by providing honest and effective business consulting services. We believe that small to mid-sized businesses are the backbone of our economy and the lifeblood of their communities. Our people-centric approach focuses on the individuals behind the businesses and the communities they serve.
At Cogent Analytics, we're more than just a business - we're a family that acts like a business from time to time. We invest heavily in our team, fostering a culture of support, growth, and recognition. We're proud of our A+ Rating with the Better Business Bureau, client testimonials, and lifecycle relationships that are testaments to our ethical business practices.
Join us as we continue to champion the cause of the entrepreneur, helping businesses overcome challenges, achieve their full potential, and contribute to the strength and vibrancy of our communities.
At Cogent, your business is our business — let's build something together.
Website: www.cogentanalytics.com
Email: [email protected]
Phone: (336) 665-8154
