GENERAL FUNCTION 

Self-motivated, self-directed individual functioning within an associate role to provide comprehensive support to Customer Service Manager (CSM) and President to assist customers/prospects in need of group / individual IT training at MAX Technical Training. An environment of collaborative contribution toward selling private, custom, and public classes with a focus on relationship development with potential/incoming students.  Business Development Associate work contributes to good customer relationships and enables CSM and President to spend more time selling.  This is an entry-level position in which a successful candidate will be mentored and developed into a full Account Management role with MAX major accounts.   

Skills 

• Excellent administrative/clerical skills with computer proficiency  
• Must possess attention to detail to include customers’ requests entry accurately in ‘live time’; communicate clear instructions to other departments 
• Excellent interpersonal skills to interface directly with customers and collaborate effectively with other departments at MAX:   marketing, training, accounting, and operations 
• Excellent customer service skills for polite and effective communication with customers’ inquiries or complaints 
• Must possess excellent writing skills 
• Responsible, punctual, and reliable 
• Foundational technical knowledge of IT required 

Qualifications 

• A high school diploma and/or vocational qualification or previous experience in customer service, sales support, or administrative support 
• Microsoft: Word, Excel, Outlook, Teams, CRM knowledge, and LinkedIn 

Key Competencies 

• Business acumen 
• Motivating others 
• Interpersonal savvy 
• Flexibility with the ability to “think on your feet”  
• Drive for results 
• Oral, written, and presentation skills 
• Time management 
• Responsive and patient 
• Builder of effective teams 
• Self-motivated  
• Self-directed

PRIMARY RESPONSIBILITIES: 

The Business Development Associate (BDA) carries out various functions to assist CSM and President in achieving identified sales goals to perform efficiently  

• Contact customers and prospects to arrange conference calls or face to face meetings on behalf of CSM and President  
• Prepare quotations or statements of work under the direction of CSM and President 
• Answer customers’ questions about classes, prices, availability 
• Contact prospective or existing customers to discuss how services can align with their current needs 
• Emphasize or recommend service features based on knowledge of customers’ needs and vendor capabilities and limitations 
• Identify and upsell opportunities  
• Create and maintain customer records and activities; complete database additions, updates and general maintenance in ‘live time’ 
• Provide prompt follow–up on customers’ phone calls/e-mails  
• Follow up on quotes, “reserved” status students, leads and sales opportunities under the direction of CSM and President
• Update details when contacts change or when customers request quotations or place orders  
• Process incoming orders or via mail, phone, e-mail, and online ordering 
• Document customer challenges on record so sales representatives and managers have a complete picture of customers’ interactions with MAX Technical Training 
• Oversight of private class management: confirm content, logistics, prepare roster, prepare workflow, and follow up  
• Collect specific contacts from CRM for targeted marketing campaigns 
• Communicate with Registrar regarding any rescheduled classes and next steps with clients affected  
• Quote prices, credit terms, contract terms, or fulfillment dates for services 
• Coordinate with Subject Matter Experts (SME) to explain technical product or service information to customers and design custom education solutions 
• Attend networking events and staff MAX booth at events 
• Provide backup responsibilities for phone coverage 

Growth Opportunity – the ideal candidate will become a full Business Development Manager in one year and manage accounts independently and will receive additional compensation based on success.  

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