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Inside Sales / Proposal and Contract Administration

   Closing Date: Dec. 29, 2017

Employer:CU Service Network, LLC
Job Location: Lakewood - County
Employment Type:Full Time
Benefits:Robust benefit package



Plays a fundamental role in achieving our customer acquisition and revenue growth objectives. Will make numerous calls daily, working with prospects and existing clients, managing the sales process and closing sales. Additionally, responsible for proposal and contract administration.


Major Duties and Responsibilities:

1 Inside Sales
*Source new sales opportunities through inbound lead follow-up, outbound cold calls, trade show leads and marketing campaigns.
*Research accounts, identify key players, generate interest, identify customer needs and requirements.
*Attend industry trade shows, manage the trade show booth and generate leads.
*Develop sales strategies for effective sales, both individually and as part of the team.
*Manage the sales process for new opportunities and provide timely follow-up. Answer prospect questions accurately.
*Close sales and achieve assigned quota.
*Track all opportunities, proposals, sales, status reports, etc. in CRM and other company systems.

2 Proposal Administration
*Maintain company’s proposal guidelines and templates. Edit and proofread proposals for grammar, clarity, brand, and messaging consistency.
*Create proposals for assigned opportunities and deliver within deadlines. Ensure that proposals are accurate.
*Assist Business Development and Management in creating proposals for complex and customized sales engagements.

3 Contract Administration
*Prepare and deliver new contracts for assigned opportunities. Manage the process with clients to obtain signed contracts.
*Manage the renewal of client contracts. Ensure renewals are conducted in a timely manner.
*Prepare and deliver price change notifications to clients. Address feedback from clients should it occur.

4 Keep current, accurate records and makes reports on all phases of activities.

5 Stays informed on all CUSN products and services, both in-house and endorsed, and other general information of interest to credit unions.


*Three to five years of inside sales experience; experience selling in the credit union industry a plus.
*One to three years contract management or proposal development experience preferred. Two plus years of experience in CRM software preferred; a plus.
*Strong Microsoft Office skills (Excel, Word, PowerPoint) required.

Associates degree required; BA/BS degree in Business, Marketing, Sales or equivalent preferred.

Selling Skill Set:
*Sales-driven, results-driven, and target driven attitude.
*Track record of over-achieving quota for inside sales.
*Strong listening and presentation skills.
*Strong aptitude for persuasion and negotiation.
*Strong phone presence and experience making numerous calls daily.
*Ability to create and deliver client presentations and proposals.

Interpersonal Skills:
*Excellent communication skills: verbal, written, and presentations.
*Strong self-motivated individual capable of working in a fast-paced, dynamic environment.
*Ability to multi-task, prioritize, and manage time effectively to meet deadlines
*Team player mindset with high level of dedication to raising the bar for the entire team.
*Ability to work with varying seniority levels, including client, prospects and internal staff.

Work Environment:
Regular exposure to favorable conditions such as those found in a normal office environment. Limited independent travel required.
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