商务拓展代表
Business Development Representative
我们正在寻找一位专业的客户发展专员（CDA），能够将潜在客户转化为销售机会，管理销售流程的初期阶段，主动为Intapp销售团队建立销售管道，并使用CRM和营销自动化系统报告线索速度和销售管道的创建情况。
客户发展专员将作为市场团队的一员，与销售团队紧密合作，协助管理销售活动和销售管道，寻找新的客户机会，并提升我们在CRM数据库中的目标定位和线索生成数据的质量。
你将负责：
- 理解Intapp产品、价值主张、投资回报分析、使用案例、关键问题及每款产品的优势，以进行适当的销售对话。
- 运用销售和市场营销的专业知识与技能，推进早期销售机会（例如：获取会议、参加活动、安排网络演示）。
- 跟进所有内部和营销生成的线索。
- 改善CRM中的关键联系人和目标识别数据，包括扫描行业新闻来源、桌面研究和电话联系，以收集潜在客户的背景信息，确认潜在客户特征、关键联系人，并突出任何有吸引力的事件。
- 熟练操作CRM系统，高效地获取信息、创建报告和分析，并确保销售管道和客户的关键数据（如销售机会、关键联系人、目标数据）保持最新和准确。
- 协助执行特定的营销活动和事件——包括识别合适的受众、获取报名、物流支持和参与。
- 在现场代表与其他关键销售和市场支持职能之间起到桥梁作用，以管理这些关键互动，并确保及时获得推动销售所需的输入。
你需要具备：
- 在技术领域中展示出销售或市场营销经验（在任一领域或内部销售），最好是法律或会计/咨询行业，并且有达成目标的出色记录。
- 优秀的沟通能力——书面和口头——能够与高管级买家沟通。
- 优秀的团队合作精神——结果以区域目标达成度来衡量，而非个人成就。
- 有条理且注重细节——细致、执着、主动。
- 对我们的市场和客户有良好的理解或学习意愿。
- 熟练的计算机技能，包括Microsoft Office产品——Word、
查看英文原文
We are looking to hire a professional Client Development Associate (CDA) who can convert prospects into sales opportunities, manage initial stages of the sales process, be proactive to further build pipeline for the Intapp sales team, and use CRM and marketing automation systems to report on lead velocity and pipeline creation.
The Client Development Associate will work as part of the Marketing Team and close with the Sales Team to assist in managing sales activity & pipeline, hunting for new client opportunities, and improving the quality of targeting and lead-generation data in our CRM database.
What you will do:
- Understand Intapp products, value proposition, ROI analysis, use cases, key questions and benefits of each product to conduct appropriate sales conversations.
- Apply sales and marketing expertise & knowledge to advance early-stage opportunities (.i.e secure meetings, attend events, agree to web demo)
- Follow up on all inbound and marketing-generated leads
- Improve key contact & target identification data in our CRM including scanning industry news sources, desk-research & phone-calling to collect prospect demographics, confirm prospect characteristics, key contacts, and to highlight any compelling events.
- Know how to drive CRM systems effectively & efficiently – to access information, create reports and analyses, and to keep key data (opportunities, key contacts, target data) up to date and accurate for pipeline & accounts.
- Assist in execution of specific campaigns & events – includes identification of suitable targets, secure sign-ups, logistics support and participation.
- Liaison between field reps and the other key sales and marketing support functions to manage these key interactions and ensure the inputs needed to advance sales are secured on time.
What you will need:
- Demonstrated sales or marketing experience (in either field or inside-sales) in the technology arena, preferably with experience in the legal or accounting/consulting sectors and with a strong record of achievement against goals
- Excellent communication skills – written & verbal – to communicate with C-level buyers
- Strong team player – the results are measured by regional achievement against goals, not individual achievement
- Well organized & detail-oriented – thorough, tenacious, self-starting
- Good understanding or willingness to learn about our market, and our customers
- Proficient computer skills including Microsoft Office products – Word, Excel, Outlook and PowerPoint – and experience with CRM updates
- Exprerience working with legal/accounting or consulting firms would be a big bonus
What you will gain at Intapp:
At Intapp, you’ll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You’ll be part of a growing public company, with a modern work environment that’s connected yet flexible and where your professional growth and well-being are top priorities. We’ll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork.
Here, you will have the opportunity to:
- Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.
- Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.
- Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.
Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws.
Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at . If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.
Originally posted on Himalayas