Senior Sales Development Associate, Lead Assessment and Development

Overview of the Role:

The Senior Sales Development Associate (SSDA) in the Leads Assessment and Development Management (LAnD) team will play a critical role in driving TresVista's growth by qualifying potential leads and supporting the Sales and Client Growth Teams (CGTs) in achieving their targets. The SSDA will be responsible for processing all leads generated by TresVista's various lead generation engines, including digital marketing efforts, the website, specific marketing campaigns, events, and webinars. The SSDA will report directly to the VP of the LAnD team. LAnD team will work closely with the Marketing, IT, and Customer Service departments to ensure seamless lead processing and conversion.

Key Role Deliverables:

• Lead Generation:

  Qualify potential leads through various channels, including online research, networking, and industry events

• Lead Processing:

  Engage with prospects as leads come through the CRM system, and either accept or reject the lead. Accepted leads are converted into Identified Opportunities in the Sales Pipeline

• Pipeline Management:

  Manage and maintain the conversion of the accepted leads into the sales pipeline, ensuring timely follow-ups and accurate tracking of these converted and accepted leads

• Sales Support:

  Introduce the Sales team or Relationship Manager and ensure a timely transition of the lead ownership (LAnD) to the opportunity ownership (Sales or CGT)

• Market Research:

  Conduct market research to identify new opportunities and stay updated on industry trends

• CRM Management:

  Maintain and update the CRM system with accurate and up-to-date information on leads and prospects

• Collaboration:

  Work closely with the Marketing and Product teams to align sales strategies with overall business goals

• Reporting:

  Prepare regular reports on lead generation activities, pipeline status, and sales performance

Prerequisites:

• Strong communication, strategic thinking and interpersonal skills
• Proficiency in CRM software (e.g., D365, Salesforce, HubSpot), digital marketing tools (e.g., Google Analytics, SEMrush), event management platforms (e.g., Eventbrite, Zoom) and Microsoft Office Suite
• Familiarity with lead generation tools, techniques and market research methodologies
• Ability to work independently and as part of a team
• Excellent organizational and time management skills
• Analytical mindset with the ability to interpret data and make informed decisions
• Strong understanding of sales processes
• Preferred experience in the Financial Services industry

Experience:

• 4+ years of experience (bachelor’s degree) or 3+ years of experience (master’s degree) in Sales or Business Development, preferably in the Financial Services or Consulting industry

Education:

• Bachelor’s degree in business, Marketing, or a related field
• An MBA or equivalent is preferred

Compensation:

• The compensation structure will be as per industry standards