Overview
As a Membership Advisor, you’ll build relationships with prospective and current members, understand their needs, and connect them with membership options that fit. You’ll manage sales activity across your assigned territory, communicate with clients through remote and in-person channels, and use customer relationship management (CRM) software to keep opportunities organized. Your impact: By matching members with relevant services and following through consistently, you help clients get value from their membership and support business growth.
Responsibilities
- Generate leads through prospecting, inside sales, outside sales, direct sales, and business development activities.
- Manage accounts and territory activity; maintain clear client communication and deliver responsive customer service.
- Present membership options, apply marketing and technology sales knowledge, negotiate terms, close deals, and identify appropriate upselling opportunities.
- Track leads, interactions, and sales targets in Salesforce or other CRM systems; use sales management systems and analysis skills to guide follow-up.
- Coordinate with management and sales teams to review pipeline progress, strengthen customer relationships, and support sales management goals.
Qualifications
- Experience in sales, account management, lead generation, prospecting, negotiation, and closing sales; B2B sales or technical sales experience is an asset.
- Ability to build customer relationships, manage a territory, communicate with clients, and work effectively in remote sales environments.
- Proficiency with Salesforce or other CRM software and customer relationship management systems; familiarity with sales management systems is preferred.
- Strong customer service, analysis, and organization skills, with the ability to pursue and achieve sales targets.
- Management, business development, marketing, technology sales, or sales management experience is beneficial.
Pay: $40,000.00 - $90,000.00 per year
Benefits:
- Dental insurance
- Employee discount
- Health insurance
- Vision insurance
Work Location: In person
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