• Job Description

  Req#: 1060
  Keystone Partners has been helping individuals, teams and companies of all sizes, across a broad range of industries, navigate career changes and leadership transformations for over 40 years. We are unique in the way we handle the special challenges and opportunities presented throughout the career lifecycle. We offer consistent, resilience-minded solutions for the most complex of career management challenges, including: career transition (outplacement) services, leadership development, executive coaching, team and team leader coaching, succession planning, career planning, customized training, meeting facilitation, executive assimilation, performance management and retirement planning. We're cultivating an environment where resilience thrives, empathy guides us, and flexibility leads to innovative solutions.
  
  Position Summary
  
  The Inside Sales/Engagement Specialist is responsible for generating revenue by conducting "warm" outbound calls to candidates eligible and aware of company sponsored career transition benefits. This role is responsible for achieving quarterly and annual goals through outreach efforts including outbound calls, email, and social networking tools. This role is also responsible for a broad range of key customer success activities, including maintaining a client tracking database, scheduling of clients, and reporting on outreach efforts.
  
  This role requires a commitment of 25 hours per week.
  
  Responsibilities
  
  • Conduct daily outreach activities to candidates eligible for career coaching/transition services
  • Engage in focused, interactive dialogs with eligible individuals to thoroughly describe services, answer questions, and schedule first appointments with the overall goal of increasing client engagement rate
  • Diverse daily activities include outbound calls, email, text and social media correspondence
  • Provide consultative approach to candidate questions regarding career transition benefits
  • Develop rapport with candidates and schedule candidate engagement at each of Keystone's office locations
  • Provide a seamless client experience by documenting call details in the candidate tracking database and any information required to assist in future interactions with the individual
  • Maintain current and accurate information in candidate tracking database. Schedule candidate appointments and reschedule no-shows and cancellations
  • Provide additional support to the customer success team including assistance with reduction-in-force planning, coordination of associates for onsite notification, and providing critical updates to sales, delivery and customer success
  • Extract data from database for reporting purposes
  
  Experience
  
  • 1-3 years of customer success/inside sales experience in a professional services organization
  • High level of motivation, commitment and activity to attain corporate and personal goals
  • Strong data management
  • Excellent computer skills including advanced knowledge of MS Excel, Outlook, and Word
  • Strong interpersonal and presentation skills and experience dealing directly with clients via phone and in person.
  • Demonstrated ability to receive, interpret and disseminate information verbally and in writing
  • Experience working independently in fast-paced environments
  
  Education
  
  • Bachelor's degree in business or related field preferred.
  
  
  Benefits and Diversity Statement
  
  Keystone Partners offers a dynamic, supportive and upbeat environment designed to advance the success of our clients and our employees. We offer a competitive compensation and benefits package to help nurture the well-being of our employees.
  
  Benefits include: Medical insurance with partially funded employer HRA, dental, vision, HSA, life insurance, 401k plan with employer matching annual discretionary bonuses, transit/parking pre-tax program, generous paid time off, including 14 paid holidays and a strong commitment to employee professional development.
  
  At Keystone Partners, we dedicate ourselves to making continued advances in building a diverse team and an inclusive environment that supports a global customer base. We do not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, pregnancy, genetic information, marital status, sexual orientation, military or veteran status.
  
  We believe that a team with diverse talents and experiences helps us deliver high-quality, creative, and innovative services to our clients. We want to create a welcoming work environment, one in which we all can succeed, and thrive.
  
  We are committed to recruiting and retaining a workforce where all feel safe and valued, the uniqueness of every individual is respected, all are encouraged to participate and contribute, and all have equal access to opportunities.

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