Sales Account Development Sales Representative

What You Will Do

• Follow up with new and existing contacts at current client organizations, including adjusters, supervisors, managers, vendor-management contacts, and other authorized stakeholders.
• Research assigned accounts to identify new contacts, inactive users, service gaps, cross-sell opportunities, and changes in client structure.
• Use phone, email, video meetings, and approved social channels to build rapport, understand needs, and create qualified opportunities.
• Qualify each opportunity by confirming the contact, need, service fit, timing, decision process, and practical next step.
• Conduct virtual presentations and product demonstrations, including audit-related offerings and other assigned services, tailored to the client’s needs.
• Educate clients on Becker & Company services, including surveillance, social media investigations, background checks, special investigations, and public records services.
• Guide opportunities through the sales process by addressing questions and objections, coordinating pricing or terms within approved authority, and securing next steps or assignments.
• Manage a consistent follow-up cadence and prevent qualified opportunities or client requests from going unattended.
• Maintain complete and accurate CRM records for contacts, activity, opportunity stage, value, expected timing, objections, and next steps.
• Partner with outside sales leadership, account representatives, marketing, and operations on messaging, campaigns, lead routing, client feedback, and service follow-through.
• Share recurring client feedback and competitive insights with sales leadership and the appropriate internal teams.
• Meet or exceed monthly and quarterly goals for engagement, qualified opportunities, presentations, service adoption, revenue growth, and CRM discipline.
• Perform other duties reasonably related to the role as assigned.

What We Are Looking For