Business Development Representative

Welcome! Crestwood Associates was founded in 1998 and has been a leading provider in accounting and business management solutions for 28+ years. We’re a trusted advisor transforming businesses through software and processes such as Enterprise Resource Planning (ERP), eCommerce, and Cloud-based solutions for mid-sized businesses.

Values we live by: Work Smart. Have Fun. Deliver Results.

Overall Summary: Senior Business Development Representative, focused on lead generation, qualification, and setting sales appointments. The role requires collaboration with the sales team, maintaining CRM (Customer Relationship Management) records, staying updated on industry trends, and meeting sales targets. Skills needed include sales and communication skills, technical aptitude, and a strong customer focus. The position offers a remote work environment with travel for in-person events.

What you will be doing

Prospecting and Lead Generation

• Identify and research potential customers through various channels such as LinkedIn, company databases, and industry events.

• Use cold calling, email campaigns, and social selling techniques to generate interest and qualify leads.

Qualification of Leads

• Engage with inbound leads to understanding their needs and qualifying them based on predefined criteria.

• Conduct initial qualification calls to gather information and determine if a prospect is a good fit for the company's products and services.

Setting Sales Appointments

• Schedule meetings and product demos for Account Executives or Sales Managers with qualified leads.

• Ensure all appointments meet the qualification criteria and are well-prepared with necessary background information.

Sales Pipeline Management

• Maintain accurate records of all interactions and activities in the CRM system.

• Track progress of leads through the sales funnel and provide regular updates to the sales and marketing team.

Collaboration with Teams

• Work closely with Account Executives, Sales Managers, and Marketing teams to optimize lead qualification processes.

• Provide feedback on lead quality and suggest improvements to marketing campaigns based on prospects’ feedback.

Metrics and Reporting

• Meet or exceed monthly, quarterly, and annual targets for lead generation and lead qualifications.

• Prepare and present regular reports on key metrics such as lead conversion rates, pipeline status, and revenue forecasts.

Adaptability and Initiative

• Adapt quickly to changes in sales strategies, product offerings, or market conditions.

• Take initiative to explore new lead generation techniques and improve efficiency in sales operations.