Sales Specialist

Job Summary

We are seeking a highly relational, self-motivated, and growth-oriented Client Success Specialist who is energized by connecting with people, building meaningful relationships, and contributing to our mission. This individual genuinely enjoys engaging in conversations, understanding the goals and challenges of business owners, and helping them discover solutions that can positively impact their growth and success.

The ideal candidate is naturally curious, confident, and people-focused. They possess strong emotional intelligence, exceptional communication skills, and the ability to quickly establish trust and rapport with prospective and existing clients. They are motivated by helping others, enjoy uncovering opportunities through thoughtful questioning, and have a natural ability to influence conversations in a professional, consultative manner.

We are looking for someone who thrives in outbound engagement and has experience conducting cold outreach through phone, email, LinkedIn, and modern prospecting platforms. They are comfortable initiating conversations with new prospects, overcoming objections, and consistently following up to nurture relationships. Experience using cold outreach and sales engagement tools is required.

The right person is proactive by nature and driven by results. They enjoy setting goals, creating opportunities, and maintaining momentum through consistent outreach activity. They are organized, disciplined, and capable of managing multiple conversations and client relationships simultaneously without losing attention to detail.

Most importantly, we are seeking someone who takes ownership of client success and views relationship-building as both a responsibility and a strength. They are passionate about delivering an exceptional client experience, aligned with our mission and values, and excited to serve as a trusted guide throughout every stage of the client journey. Their ability to combine genuine care for people with strong business development instincts will make them a key contributor to our team's growth and impact.

Responsibilities

• Conduct client-facing Matching Consultations to uncover client needs, recommend appropriate solutions, and guide prospects through the sales process to close new business.

• Build and maintain strong client relationships to support client satisfaction, retention, and long-term growth

• Manage and respond to inbound leads, ensuring timely, consistent, and effective follow-up.

• Proactively prospect for new business opportunities through LinkedIn, Sales Navigator, referrals, networking, and other outreach channels.

• Execute weekly cold outreach campaigns, including connection requests, direct messages, emails, and follow-up sequences to generate qualified discovery calls and Matching Consultations.

• Research, identify, and qualify prospective clients that align with the company's ideal client profile and service offerings.

• Maintain accurate and up-to-date records of all prospecting activities, client interactions, sales conversations, and pipeline opportunities within the CRM system.

• Track outreach performance, lead conversion metrics, and sales activity to ensure individual and team goals are consistently achieved.

• Deliver exceptional customer service by addressing client questions, resolving concerns, and providing a positive client experience throughout the customer journey.

Qualifications

• Minimum of 2 years of experience in sales, business development, or client success, with demonstrated success conducting cold outreach and prospecting.
• Proven ability to confidently initiate conversations through phone, email, LinkedIn, and other outbound communication channels.
• Exceptional verbal and written communication skills with the ability to build trust, ask thoughtful questions, actively listen, and confidently guide consultative conversations.
• Strong relationship-building skills with experience developing long-term partnerships with clients, referral partners, and internal stakeholders.
• Highly organized with excellent time management skills and the ability to manage multiple client relationships, follow-up sequences, and competing priorities simultaneously.
• Demonstrated ability to identify client needs, overcome objections, and recommend appropriate solutions in a consultative sales environment.
• Self-motivated, goal-oriented, and proactive, with a strong sense of ownership and accountability for results.
• Experience using CRM systems, sales engagement platforms, and automation tools to manage pipelines and outreach activities.
• Proficiency with Google Workspace and the ability to quickly learn new technology platforms.
• Experience using tools such as ActiveCampaign, ClickUp, Calendly, LinkedIn Sales Navigator, BDR.ai, DocuSign, or similar platforms is strongly preferred.
• Passion for delivering exceptional client experiences while contributing to the growth and success of both clients and the organization.