Business Development Associate

hace 15 horas


Mérida, Yucatán, México Boldr A tiempo completo
About Us

Boldr is a global B-Corp dedicated to delivering world-class client experiences while creating access to dignified, meaningful work in communities worldwide.

Our team of over 1,000 members across five countries is united by our desire to connect diverse people with common values for bold impact. We're committed to expanding our reach and employing over 5,000 people by 2027, if not sooner.

Company Overview

We're passionate about building meaningful connections through authenticity, curiosity, dynamism, ambitious vision, and operational excellence. These core values drive our partnerships and enable us to grow as a team.

As we strive for success, we remain empathetic and open to new ideas, always seeking ways to improve our processes and services.

The Role

This support and sales position plays a critical role in lead generation, administrative support for account executives, and coordination of project operations functions within the company. The key focus areas include billing, scheduling, and CRM maintenance.

This foundational position offers motivated and qualified team members the opportunity to progress in their careers into sales, design, operations, or customer success.

You'll have the chance to develop sales skills and prospecting, design theory, planning, and operations processes.

Responsibilities
  1. Maintain accurate task and follow-up actions on all deal-related activity as it relates to outstanding invoices, install dates, COI's, changes, and delivery information between sales and operations.
  2. Responsible for managing and improving the 'Job Scope' entry process into Airtable and Eames, acting as 1st-level escalation for errors.
  3. Support the sales and account management team with deal activities such as collection of payment info, updating CRM data, customer service inquiries, and interface with design operations and scheduling.
  4. Clean and maintain prospecting lists for marketing and segmentation.
  5. Manage all inbound lead inquiries via phone and internet forms fill social media and other channels, Conduct initial qualification of customer needs and address questions, and route internally as appropriate.
  6. Enter leads into CRM on qualified projects and assign to sales team members based on lead-rotation and distribution schedule. Return after-hours calls and qualify leads or address customer questions.
  7. Maintenance of all Customer data, including dates, addresses, projects, broker affiliations, and billing/invoicing details with the Salesforce CRM.
  8. Develop an active portfolio of agents, developers, and new home-builders in any target market, as directed by Sr. Managers or VPs.
Requirements

We're looking for individuals who embody our core values of curiosity, dynamism, and authenticity.

Key qualifications include:

  • An analytical and critical thinker with attention to detail.
  • Prior experience with Salesforce or other fully integrated CRM/ERP systems.
  • 2-4 years of customer service experience handling inbound qualification and outbound lead management, as well as interface with the rest of the sales team.
  • Familiarity with Google Workspace environment, including sheets, slides, and drive.
  • Able to multitask and prioritize key deliverables over day-to-day operational challenges.
  • Secondary Degree with transferable skills or comparative work experience, or certification.
Benefits

We offer a competitive salary and comprehensive benefits package, including:

  • Lawsuit Benefits
  • Private Health Insurance
  • Paid Time Off
  • Training
  • Life insurance
  • Mental Health Support
  • Learning and Development Programs


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