Client Development Specialist

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
together 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?

SUMMARY OF PURPOSE
The Client Development Specialist is responsible for generating effective telephone-orientated leads and sales
pipeline coverage for specific territories. 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.
* Other duties as assigned.

POSITION REQUIREMENTS
Direct experience in lead generation.
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.
* Must be legally allowed to work in the U.S.

PHYSICAL REQUIREMENTS
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

A Sampling of Our Benefits
Working for one of the Best Places to Work in Austin!
Open Paid Time Off AND 11 paid holidays
Gym Membership Reimbursement
Tuition Reimbursement
Love Fund - established as a way for Spartans to give back to their co-workers in need
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
Bar Camps - Internal groups for like-minded employees to support any cause or common goals
Sponsored Volunteer Days


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