The Client Engagement Specialist will identify leads, engage clients, deliver sales presentations, close deals, and manage relationships while providing feedback on market trends.
This is a remote position.
Job Description:
1. Prospecting and Lead Generation:
1. Prospecting and Lead Generation:
- Conduct thorough research to identify potential leads within the M&A industry.
- Generate and qualify leads through cold calling, email campaigns, and networking.
- Utilize CRM tools to manage and track lead progression and sales activities.
2. Consultative Selling:
- Engage with potential clients to understand their needs, challenges, and objectives.
- Present and articulate the value proposition of our events, awards, and online community.
- Tailor solutions to meet the unique requirements of each client and foster long-term relationships.
3. Sales Presentations:
- Prepare and deliver compelling sales presentations over the phone.
- Highlight the benefits of participating in our events, awards programs, and online community.
- Address client inquiries, objections, and concerns effectively.
4. Closing Deals:
- Utilize persuasive selling techniques to drive sales conversions and achieve set targets.
- Negotiate pricing and terms to maximize revenue while ensuring client satisfaction.
- Secure commitments from clients to participate in events, nominate for awards, and join the online community.
5. Relationship Management:
- Nurture existing client relationships to encourage repeat business and referrals.
- Provide excellent customer service by promptly addressing client inquiries and concerns.
- Collaborate with cross-functional teams to ensure smooth execution of client commitments.
6. Market Intelligence:
- Stay up-to-date with industry trends, competitors, and emerging opportunities.
- Provide feedback and insights to the marketing and product teams to enhance offerings.
Requirements
Requirements:
- Should have a Bachelor's Degree
- Mastery of English at C2 level
- Previous experience in telesales, inside sales, or related roles is a plus.
- Excellent written and verbal communication in English
Benefits
Benefits:
- Government Mandated Benefits
- Government Mandated Benefits
- Paid Leave and SL upon regularization
- 13th-month pay
- Attractive commission structure.
- Ongoing training and professional development opportunities.
- Access to industry events, workshops, and networking opportunities.
- Opportunity to contribute to a reputable platform in the M&A industry.
Similar Jobs
Financial Services
The Client Engagement Specialist will triage inbound client inquiries, qualify leads, maintain referral data, conduct client outreach, and translate feedback into actionable insights for sales and marketing.
Top Skills:
Google WorkspaceHubspotTypeform
Artificial Intelligence • Fintech • Payments • Business Intelligence • Financial Services • Generative AI
Oversee large-scale initiatives for the data ecosystem, define technical roadmap, scale engineering teams, and collaborate with product teams on data-driven features.
Top Skills:
SparkClickhouseCubejsDatabricksElasticsearchGrafanaKafkaPrometheusSplunk
Automotive • Big Data • Information Technology • Robotics • Software • Transportation • Manufacturing
The Assistant Manager will lead GM's Next Best Action strategy focusing on marketing, customer decisioning, partnerships, and leveraging test-and-learn methodologies for growth.
Top Skills:
Adobe Experience PlatformSalesforce Marketing Cloud
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus



