Senior Sales Development Associate, Lead Assessment and Development

The Senior Sales Development Associate (SSDA) within the Leads Assessment and Development Management (LAnD) team is a key player in driving TresVista's growth. Your primary responsibility will be to qualify potential leads and provide support to the Sales and Client Growth Teams (CGTs) in meeting their targets. You will handle all leads generated from various sources such as digital marketing, the website, marketing campaigns, events, and webinars. Reporting directly to the VP of the LAnD team, you will collaborate with Marketing, IT, and Customer Service departments to ensure smooth lead processing and conversion. Your tasks will include qualifying potential leads through online research, networking, and industry events. You will engage with prospects as leads enter the CRM system, accept or reject leads, and convert accepted leads into Identified Opportunities in the Sales Pipeline. Managing the conversion of accepted leads into the sales pipeline, timely follow-ups, and accurate tracking is crucial. You will also introduce the Sales team or Relationship Manager and ensure a seamless transition of lead ownership to opportunity ownership. Market research to identify new opportunities and staying updated on industry trends, maintaining and updating the CRM system with accurate information on leads and prospects, collaborating with Marketing and Product teams, and preparing reports on lead generation activities, pipeline status, and sales performance are all part of your role. To be successful in this role, you should possess strong communication, strategic thinking, and interpersonal skills. Proficiency in CRM software, digital marketing tools, event management platforms, and Microsoft Office Suite is required. Familiarity with lead generation tools, market research methodologies, ability to work independently and as part of a team, strong organizational and time management skills, analytical mindset, understanding of sales processes, and experience in the Financial Services industry are preferred. You should have 4+ years of experience with a bachelor's degree or 3+ years of experience with a master's degree in Sales or Business Development, preferably in the Financial Services or Consulting industry. A bachelor's degree in business, Marketing, or a related field is required, and an MBA or equivalent is preferred. The compensation structure will be as per industry standards.,