.**About the Role**:**Grade Level (for internal use)**: 11**About the Role**:**The Team**:We are a dynamic & energetic team comprised of experienced professionals from across the financial services industry all working together to achieve our revenue goals. We have an entrepreneurial spirit and value team work so being a team player is crucial in order to succeed within our organization**Responsibilities and Impact**:You'll be the first impression of Market Intelligence and a quarterback, leveraging resources from marketing, product, sales and relationship management teams to match our solutions and services to meet client needs. As top of the funnel, you are essential to the organization's overall growth.Work through assigned Market Intelligence accounts by segment to qualify potential prospects.Identify the right group/users within an organization and engage them in a conversation about our different productsDevelop new business prospects from multiple sources including inbound marketing leads, prospect lists, discovery and individual research.Develop an outreach strategy to drive appointments with Sales RepresentativesFollow up on leads and conduct research to identify potential prospects.Prepare and analyze sales pipeline reports and dashboards.Work on new logo accounts to engage prospects in the buying process.Build and cultivate prospect relationships by initiating communications and conducting follow-up communications in order to move opportunities through the sales funnel.Grow product and sales knowledge by sitting in with various team members, attending the demos you set, and asking for feedback on a regular basis.Continuous learning to stay on top of tools, techniques, trends, understanding of the market, customers, and competitionTimely management of data for new and prospective clients within CRM, recording all communications, information is accurate, and documents attached.Monitor and manager day-to-day time and priorities to deliver resultsCollaborate with peers, particularly around best practices, competitive intel and sales strategy**What We're Looking For**:**Basic Required Qualifications**:Bilingual in both English and Spanish, Portuguese is a plus.Bachelor's degree (Finance, Economics, Engineering or related field preferred).5-7 years' work experience commercial experience (in financial services industry preferred).A proven track record of sales achievements**Additional Preferred Qualifications**:Excellent client service skillsGoal and action orientated, with ability to work towards targetsExperience in dealing with challenging situations, i.E. objection handling and overcoming gatekeepers, and overcome rejection with charisma and courageSolid organization, multi-tasking, and prioritization skillsStrong communication skills, both verbal and written with the ability to engage a senior level audienceKnowledge of the financial industry and/or financial divisions/departments a plusCollaborative and supportive