Full-Time

Business Development Representative

Financial Sales

Posted on 2/2/2025

Shamrock Trading

Shamrock Trading

501-1,000 employees

Provides transportation, finance, and technology services

Fintech

Entry

Dallas, TX, USA

The job is based in the Dallas office, located in Addison, which is part of the Dallas Fort Worth area.

Category
Business Development
Business & Strategy
Required Skills
Salesforce
Customer Service
Data Analysis

You match the following Shamrock Trading's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor’s degree or 2+ years of customer service or account management experience
  • Passion to learn and relationship driven
  • Desire to work in a competitive sales and team environment
  • Excellent computer skills (Salesforce and Microsoft Office Suite)
  • Highly organized with the ability to multi-task
  • Self-motivated and self-sufficient, while having the confidence to seek guidance and direction as needed
  • Critical thinking and negotiation skills
  • Attention to detail
  • Strong interpersonal communication skills, both written and verbal
Responsibilities
  • Work closely with sales team to retain and gain new business
  • Effectively present and explain financial products and their intended value
  • Negotiate spreads and maximize profitability on all business
  • Build and maintain strong, long-lasting relationships and communication
  • Analysis of existing client accounts with the goal of identifying upselling and cross-selling sales growth opportunities
  • Ensure the timely and successful delivery of requests and solutions according to client needs and objectives
  • Communicate the status of all client relationships clearly and timely
  • Assist with high severity requests or issue escalations as needed
  • Ensure all required processes are used to maximize performance and yield and achieve consistency with strategies set by senior management
  • Participate in strategic planning, including corporate positioning, competitive analysis, customer segment selection and penetration plans
  • Assess market potential, competitive pricing and profitability for existing business models and assist in developing documentation for new models
  • Assist in product marketing, including product launch management, new business development, presentations, sales tools, and competitive analysis
  • Continually refine all processes as necessary to stay in front of customers in relevant industries
  • Track metrics for all programs and activities

Shamrock Trading Corporation offers a range of transportation, finance, and technology services through its family of brands, including trucking software and fuel/maintenance savings programs for trucking companies. The company focuses on freight brokerage, managed transportation, factoring, trade finance, and customized funding solutions for exporters.

Company Stage

N/A

Total Funding

N/A

Headquarters

Overland Park, Kansas

Founded

1986

Growth & Insights
Headcount

6 month growth

22%

1 year growth

4%

2 year growth

22%

Benefits

Medical and Insurance Benefits

401(k) and ESOP Retirement Plans

Work Life Balance Program

Wellness Program

Employee Assistance Program

Flexible Spending Accounts

Referral Bonuses

Local Discounts