Inside Sales - Assistant Solutions

Job title

Solutions Consultant - Assistant Solutions

Reports to

Sales Manager - Assistant Solutions

Job purpose

Are you ready to jump into an exciting role where you’ll actively seek out and build meaningful relationships with BELAY prospects? Focused on inbound leads and prospecting, you’ll play a key role in generating new business and helping clients climb higher.

The focus of this role is to actively seek and develop meaningful relationships with BELAY prospects during the sales cycle, focusing on inbound leads and prospecting to close deals and generate net new business for BELAY.  As a member of the BELAY Corporate Team, you are expected to participate in phone calls and meetings (virtual and onsite), while serving as an example of the company’s mission. Our MISSION at BELAY is to provide solutions that equip our clients with the confidence to climb higher.

Essential Functions 

Represent BELAY in a positive and professional manner

• Exemplify our Core Values and Mission Statement to live out BELAY’s culture each day. 
• Be a good steward of our Vision: “Our vision is to help you achieve your vision”.
• Collaborate with and help teammates while maintaining a positive and professional attitude; fostering teamwork.

Sales Lead Coordination, Prospecting, and Selling

• Responsible for meeting and exceeding a monthly quota of net new client contracts per month (inbound/prospecting) emphasizing the value of BELAY Accounting Services.
• Responsible for daily prospecting old leads, referrals, partnerships and the BELAY database. 
• Collaborate with the marketing team to ensure our resources are up to date and plentiful.
• Provide incoming sales lead coverage, responding to incoming leads with urgency and professionalism. 
• Serve as the main point of contact for leads throughout the entire sales process beginning with incoming lead-to-close (lost or won).
• Develop, present, and implement plans for attaining new client contracts.
• Achieve and exceed goals for revenue sold and activity with prospects.
• Thoroughly document sales efforts in our CRM from beginning to end, including tasks, sequences, activities, funnel, etc.
• Ability to facilitate sales calls via phone or Zoom to engage in live prospect conversations that result in sales.
• Comfortable with web conferencing platforms - Skype, Zoom, GoToMeeting, Adobe Connect, etc.

Agreement Creation and Correspondence

• Thoroughly create binding documents for your opportunities.
• Serve as agreement creation backup for other team members when necessary.
• Ensure implementation fee and payment setup is complete for newly contracted clients.

CRM

• Assign & work CRM task(s) appropriately and complete contact record data thoroughly to enhance our marketing efforts.
• Opportunity creation and management for all opportunities that you are the SC for.
• At the close of each day, ensure that all CRM “today” and “past due” task(s) are complete.

Cross-functional Collaboration

• Work alongside leadership to build and execute a strategic plan to increase leads and maintain a sales funnel. 
• Work closely with business development and marketing teams to ensure seamless execution of partnership initiatives.
• Collaborate with internal stakeholders to align partnership objectives with overall business enterprise goals.

Minimum Qualifications

Our Solutions Consultants are meta-performers, results-driven, and hungry to crush the goals. They are expected to demonstrate responsiveness and professionalism, own the details, be organizationally savvy, and conduct relational selling at all times.

Preferred Qualifications

• BA/BS degree or equivalent work experience. 
• 2-4 years of sales or related experience. 
• Ability to connect quickly and build relationships with clients.
• Must be a driven self-starter, a positive thinker, loyal and trustworthy.
• Attributes of flexibility, creativity, self-discipline, strong organizational skills, and action orientation are essential for this role.
• Strong verbal and written communication skills.
• A high degree of autonomy with the capability of working remotely.

Skills & Competencies

• Strong verbal and written communication skills
• Excellent organizational and time management skills
• Ability to prioritize multiple projects and meet deadlines
• Strong analytical and problem-solving skills
• Ability to work independently and collaboratively
• Proficiency with tool / system names
• Ability to learn new technologies and adapt to changing business needs

Working Conditions

BELAY is a remote-first organization. This role requires a dedicated home office, regular use of virtual collaboration tools, and a work schedule that aligns with business needs and BELAY's core collaboration hours. Occasional travel or flexibility outside standard business hours may be required based on the role.

Physical Requirements

• Prolonged periods of sitting and computer use.</