Like our small business customers, we’re all about building from the ground up. Whether we’re creating funding solutions, marketing campaigns, or innovations in tech, we’re always excited about the growth opportunities in the challenges we face. We move fast to keep ahead of the curve and take initiative to stay a step ahead in everything we do.
At our Mission Valley office, employees receive benefits such as:
- Health and dental benefits
- Learning and development resources
- 401(k)
- Relaxed and inviting modern office environment
To manage assigned clients and client-related services as directed by management by performing the following duties.
- Attends client meetings as directed.
- Drafts client memoranda and conference reports on computer.
- Develops and manages client base through prospecting, setting appointments and servicing clients via telephone and personal contact.
- Evaluates needs of prospective and current clients in an effective manner.
- Applies knowledge of products and services, and demonstrates benefits and features as needed.
- Maintains tickler file of appointments and leads for prospective clients.
- Prepares written proposals to include required quotes and assessments of client needs.
- Performs Customer Service Responsibilities as needed.
- Performs other related duties as assigned.
- Oral Communication Skills
- Written Communication Skills
- Technical Communication
- Customer Relations
- Diplomacy
- Basic Math Skills
- Negotiations
- Organization
- Planning
- Professionalism
- Presentation Skills
- Reading Skills
- Time Management
- Computer Literacy
College Degree. Prior outside sales and customer service experience required, preferably in a related industry/sector.
Email resumé and cover letter to [email protected]
