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Simpay
Posted 6 days agoVerified live 1d ago

Membership Advisor

Brief overview

Remote
UndergradOr in progress
1+ yrsMinimum
SalesCustomer Relationship Management (CRM)

About the company

Simpay is a fintech company that offers payment solutions for businesses.

Job description

Summary

Simpay is seeking a Membership Advisor to introduce and sell the Exectras Membership program to small and medium-sized businesses. The role focuses on outbound sales to warm prospects, educating decision-makers, managing the sales process, and achieving monthly sales goals while maintaining CRM records and collaborating with internal teams.

Responsibilities

  • Conduct outbound calls to business owners from assigned prospect lists
  • Build relationships with decision-makers and educate them on the value of the Exectras Membership program
  • Identify customer needs and position the membership as a solution that benefits both employers and employees
  • Schedule and conduct virtual or phone presentations
  • Guide prospects through the sales process from initial contact through close
  • Consistently achieve and exceed monthly sales goals
  • Maintain accurate records of customer interactions and pipeline activity within the CRM
  • Follow up with prospects through calls, email, and other communication channels
  • Participate in sales meetings, coaching sessions, and ongoing product training
  • Collaborate with marketing and leadership to maximize opportunities within partner associations

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