Senior Sales Development Associate, Lead Assessment and Development

Overview of the Role :

The Senior Sales Development Associate (SSDA) in the Leads Assessment and Development Management (LAnD) team will play a critical role in driving TresVista's growth by qualifying potential leads and supporting the Sales and Client Growth Teams (CGTs) in achieving their targets. The SSDA will be responsible for processing all leads generated by TresVista's various lead generation engines, including digital marketing efforts, the website, specific marketing campaigns, events, and webinars. The SSDA will report directly to the VP of the LAnD team. LAnD team will work closely with the Marketing, IT, and Customer Service departments to ensure seamless lead processing and conversion.

Key Role Deliverables :

• Lead Generation : Qualify potential leads through various channels, including online research, networking, and industry events
• Lead Processing : Engage with prospects as leads come through the CRM system, and either accept or reject the lead. Accepted leads are converted into Identified Opportunities in the Sales Pipeline
• Pipeline Management : Manage and maintain the conversion of the accepted leads into the sales pipeline, ensuring timely follow-ups and accurate tracking of these converted and accepted leads
• Sales Support : Introduce the Sales team or Relationship Manager and ensure a timely transition of the lead ownership (LAnD) to the opportunity ownership (Sales or CGT)
• Market Research : Conduct market research to identify new opportunities and stay updated on industry trends
• CRM Management : Maintain and update the CRM system with accurate and up-to-date information on leads and prospects
• Collaboration : Work closely with the Marketing and Product teams to align sales strategies with overall business goals
• Reporting : Prepare regular reports on lead generation activities, pipeline status, and sales performance

Prerequisites :

Experience :

4+ years of experience (bachelor’s degree) or 3+ years of experience (master’s degree) in Sales or Business Development, preferably in the Financial Services or Consulting industry

Education :

Compensation :