Strategic Sales Analyst

The Kiavi Sales Analyst Team is a vital part within Customer Experience. This team will be tasked with acquiring, onboarding, and retaining key high tier customers. The Sales Analyst Team is rooted in the same three core CX principals; Doing the Right Thing, Commitment to Excellence and Winning as a Team.  Each teammate centers their work around trying to make a difference in the lives of each and every customer daily - through helping them successfully secure financing and grow their business.

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PURPOSE OF THE ROLE

Kiavi is looking for a high energy and dynamic Strategic Sales Analyst to provide pre-sales support. This role will be responsible for cultivating new relationships via outbound sales with a focus on engaging and qualifying all prospective customers. This role is one of the first touch points for prospects and has the opportunity to set the tone for the sales cycle following. You will have the opportunity to be closely mentored and professionally developed by more seasoned Kiavi sales professionals.

KEY RESPONSIBILITIES

• Managing outbound pipeline with a combination of leads provided and self identified leads
• Educate and develop leads for Director of Strategic Accounts team through outbound prospecting via phone, email, events, webinars, and assorted campaigns 
• Make 80 to 100 dials a day 
• Identify and develop an in-depth understanding of each lead generation process, supporting marketing activities, prospect touch-points and the hand-off to the DSA 
• Will be setting qualified appointments for DSA partners

Candidates Also Search: Remote Accounting & Finance Jobs

EXPERIENCE & QUALIFICATIONS: 

• Bachelor degree in finance, business administration, or equivalent
• 1 year of experience in customer service or sales
• Salesforce experience preferred
• Intellectually curious and with a keen interest in real estate, real estate investment, or mortgage 
• Excellent verbal and communication skills