Inside Sales - Client Engagement & Expansion

About the role

Waystone is seeking a dynamic Inside Sales professional focused on Client Engagement and Expansion to join our team in Fair Lawn, New Jersey. This full-time position is designed for individuals who are passionate about building strong relationships with clients and driving growth through effective sales strategies. The ideal candidate will play a crucial role in enhancing client satisfaction and identifying opportunities for upselling and cross-selling our services. This role requires a proactive approach to client management and a deep understanding of our offerings to effectively communicate their value to prospective and existing clients.

Key facts

What you'll do

• Develop and maintain strong relationships with existing clients to ensure their ongoing satisfaction and loyalty to Waystone's services.
• Identify opportunities for upselling and cross-selling additional services to current clients, contributing to overall revenue growth.
• Collaborate closely with the marketing team to align sales strategies with promotional campaigns and lead generation efforts.
• Conduct regular check-ins and follow-ups with clients to understand their evolving needs and provide tailored solutions.
• Utilize CRM software to track client interactions, manage sales pipelines, and report on sales performance metrics.
• Prepare and deliver compelling presentations to clients, showcasing the benefits and features of our services.
• Participate in industry events and networking opportunities to represent Waystone and generate new leads.
• Analyze market trends and competitor offerings to identify potential areas for growth and improvement in our service delivery.
• Work collaboratively with the product development team to relay client feedback and suggest enhancements based on client needs.
• Assist in the onboarding process for new clients, ensuring a smooth transition and understanding of our services.
• Maintain up-to-date knowledge of industry regulations and compliance requirements to effectively communicate these aspects to clients.
• Provide exceptional customer service by addressing client inquiries and resolving issues in a timely manner.

Requirements

• A minimum of 3 years of experience in inside sales or a related field, preferably within the financial services or technology sectors.
• Proven track record of meeting or exceeding sales targets and driving client engagement.
• Strong interpersonal and communication skills, with the ability to build rapport with clients and stakeholders.
• Proficiency in using CRM systems and sales analytics tools to manage client relationships and track performance.
• Excellent presentation skills, with the ability to convey complex information clearly and persuasively.
• Strong analytical skills to assess client needs and market opportunities effectively.
• Ability to work independently as well as collaboratively within a team environment.
• A proactive and self-motivated approach to sales and client management.
• Bachelor's degree in Business, Marketing, or a related field is preferred.

Nice to have

• Experience in the financial services industry or familiarity with investment management products.
• Knowledge of compliance and regulatory requirements relevant to the financial services sector.
• Familiarity with digital marketing strategies and tools to enhance lead generation efforts.
• Previous experience in a client-facing role, particularly in a B2B environment.
• Multilingual abilities, particularly in Spanish or Mandarin, would be advantageous.

Skills & tools

• Proficient in CRM software (e.g., Salesforce, HubSpot) for managing client interactions and sales pipelines.
• Strong Microsoft Office skills, particularly in Excel and PowerPoint, for data analysis and presentation creation.
• Familiarity with sales enablement tools and platforms that enhance client engagement.
• Excellent organizational skills to manage multiple client accounts and sales initiatives simultaneously.
• Ability to adapt to new technologies and tools as they emerge in the sales landscape.

Practical notes

• This position is based in Fair Lawn, New Jersey, and may require occasional travel for client meetings or industry events.
• The salary for this role will be competitive and commensurate with experience, with additional performance-based incentives.
• Candidates must be authorized to work in the United States; visa sponsorship is not available for this position.
• Interested applicants can apply through the Waystone career portal at [Waystone Careers](https://waystone.bamboohr.com/careers/1488).

Waystone is committed to creating a diverse and inclusive work environment. We encourage applications from candidates of all backgrounds and experiences. Join us in our mission to provide exceptional service and innovative solutions to our clients!