Client Development Specialist

Only the passionate need apply.
We're looking for much more than qualified applicants.
We want individuals who believe that anything worthy of their effort is worthy of their best effort. That anything we produce should not merely compete but truly dominate its category.
Kasasa employees are dedicated to helping community banks and credit unions compete and win. Like the Spartans in the Battle of Thermopylae, we stand together and inspire others to join us in our mission.
Stronger as a whole and united by core values, we are more than a team. We are a phalanx. Are you ready to join an amazing group of people who genuinely love their jobs, in an environment that inspires greatness?
Our Benefits Include:
Work/Life Balance
·        Working for one of the Best Places to Work in Austin!
·        Open Paid Time Off
·        Gym Membership Reimbursement
·        Tuition Reimbursement
·        Spartan Development Plan
·        Love Fund - established as a way for Spartans to give back to their co-workers in need
·        13 paid Holidays
·        Stocked breakroom with excellent choices for snacks, breakfast and lunch options
Company Culture
·        Bar Camps - Internal groups for like-minded employees to support any cause or common goals
·        End of the month breakfast and catered lunch
·        Beer:30 Fridays - Sudsy social hour each Friday where we mingle and hang out
·        Chat & Chew - Thursday afternoon breaks with co-workers at extended snack bar
·        YouEarnedIt - Recognize and Reward your coworkers in meaningful ways
·        Philanthropic and Community Support
·        Sponsored Volunteer Days
Health & Welfare
·        PPO/HSA options for Medical, Dental, Vision with a substantial contribution from Kasasa
·        Life Insurance, Long Term Disability, Short Term Disability and Employee Assistance Program all provided in full by Kasasa
·        401K plan with matching contributions
·        Flex Accounts - Medical and Dependent

The Client Development Specialist is responsible for generating effective telephone-orientated leads and sales pipeline coverage for specific territories. This role is screaming for a motivated self-starter who is willing to be a badass to get the job done. He/she will create a plan that maps to the pipeline development and lead goals for each month, quarter and fiscal year within their territories.  This position will work with marketing to ensure that the plans meet the lead generation goals, including building a plan to target certain companies/titles/locations to meet specific sales targets.  The Client Development Manager and his/her team will support email campaigns, events, and territory marketing campaigns as the business requires.

Essential Functions

  • Infuse the Patch Values into your work ethic, every day and every interaction.
  • Generate leads through telephone-oriented outbound calling. Pass qualified leads through to RDs within territories.
  • Follow up on any Inbound leads will come from the corporate web site, social media, events, trade shows, advertisement, referrals, etc. The client development specialist will need to quickly respond, qualify and process accordingly.
  • Generate outbound efforts by creating a plan based on our target client financial institution profiles/titles and then distribute calling lists to the client development team.  Become aware of current clients and locations where there is potential to grow.
  • Use email as a tool to make an initial introduction of Kasasa’s services to prospective buyers. Work with marketing to help the Client Development Specialists create catchy email content that has a high open and conversation rate.
  • Support marketing events by reaching out to attendee/prospects before the event to make them aware of Kasasa’s presence as well as following up after the events to convert leads to qualified status and/or set appointments.
  • Work with the database specialist in list appending and augmentation.
  • Effective use of CRM to create a robust list database.
  • Effective prioritization, monitoring and follow-up of inbound inquiry traffic from various mediums to increase pipeline coverage.
  • Foster a winning team environment to meet and exceed pipeline contribution and sourced bookings quota.

Position Requirements

  • Direct experience as a Client Development Specialist.
  • Desire to perform lead generation responsibilities including high volume cold calling and email duties.
  • Preferred (but not required) that you have been in a sales or marketing role targeting the banking industry.
  • Deep understanding of outbound lead generation best practices
  • Strong analytical skills to monitor data capture and use of reporting tools to track performance
  • High attention to detail with excellent verbal and written communication skills
  • Experience with CRM systems. From a Manager perspective, you will need to run report to assess how your team is doing and make adjustments accordingly. From a lead generation perspective, everyone on the team will need to master the relevant aspects of the CRM system to ensure they are processing leads correctly through qualification. This includes integrating all email transactions with the CRM (so that all histories are available) as well as typing in all relevant notes based on prospect conversations.
  • You will have experience teaming with sales and marketing leaders to support all outbound lead generation initiatives.
  • Sitting for extended periods of time; approximately 5-6 hours per day
  • Simultaneous use of hand, wrist and fingers
  • Daily operation of standard office equipment
  • Frequent use of oral communication to perform work
  • Lifts and moves up to 20 pounds occasionally

Meet Some of Kasasa's Employees

Cristina H.

Marketing Operations Program Manager

Mission-bound to scale Kasasa's financial technology exponentially, Cristina promotes the company's innovative banking services to local financial institutions.

Katherine R.

Manager, Marketing Program Delivery

On the Marketing Program Delivery team, Katherine devises first-class financial marketing solutions so Kasasa’s clients can achieve their strategic goals.

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