Desjardins business development advisor supporting member relationships and sales. Analyzing client needs and delivering personalized financial solutions across distribution channels.
About the role
- B2B sales development representative generating qualified meetings through outbound calls and email follow-up. Expansion Americas provides business consulting and sales services with training and mentorship.
Responsibilities
- Make outbound calls to generate interest and schedule qualified meetings for senior sales representatives or clients
- Follow up on positive email responses to secure meetings
- Manage client communications during the 9am–5pm EST window
- Respond quickly to inbound leads
- Maintain accurate CRM and dialer records after every interaction
- Provide daily activity reports highlighting progress, successes, and challenges
- Manage appointment logistics, including rescheduling
- Continuously improve processes using AI tools, proven scripts, and Expansion Americas best practices
Requirements
- English and/or Spanish: near-native fluency (C1 level or higher)
- Sales, customer service, fundraising, or call center experience is valuable
- Experience in fast-paced, results-oriented environments
- Familiarity with CRMs and outreach tools like email platforms and power dialers
- Experience with Slack, Airtable, and Notion
- Self-directed and able to identify next steps without constant guidance
- Goal-oriented and committed to achieving strong results
- Learning-focused and receptive to feedback and coaching
- Persistent and comfortable with high activity levels
- Business-minded and eager to learn B2B sales
- Required video submission under five minutes covering specified topics
- Availability for the 9am–5pm EST communication window
- Minimum availability of 20 hours per week
Benefits
- Paid, professional sales experience in a B2B environment
- Direct mentorship from experienced sales leaders
- Access to proven methodologies, AI tools, and comprehensive training materials
- Clear advancement path to higher-paying sales positions internally or with clients
- Remote work flexibility with a performance-focused, supportive team
- Flexible scheduling options with both part-time and full-time opportunities
- Performance bonuses for meetings scheduled
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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