Responsibilities

Sales Recruitment

• Prospecting and pursing prospects via phone and email: During the recruitment periods of an Xchange program(s), the primary responsibility is outgoing calls to identify client development opportunities

• Identifying client needs and interests, inquiring about details of current initiatives

• Collecting participation agreements (contracts) from clients to utilize VerticalXchange services

Client Retention & Relationship Management

• Work closely with client to manage expectations of Xchange preparation

• Ensure that all aspects of our services and processes run smooth for the client

• Assist with the matching process and preparation

Travel Expectations (National – Continental United States)

• Travel to industry events as necessary to meet with clients

• Drive and fly to client locations for in-person sales meetings

• Attend the Xchange(s) with the event team
  

Preferred Qualifications

Education/Background

• Bachelor’s Degree in business, communications, or marketing

• Genuine interest in the profession of sales

Teamwork/Team Player skills

• Thrive in a team environment and work well with others

• Enjoy working as a team member as well as independently

Communication Skills

• Excellent written and verbal communication skills

• Emphatic listener and persuasive speaker

• Excellent presentation and negotiation skills

Business/Sales Skills

• Ability to self-manage and motivated to succeed

• Possess entrepreneurial spirit

• Competitive attitude

Compensation Salary & Commission

• Base salary depending on experience

• Commission plan for each Xchange

• Competitive Benefits Program

• Medical and dental insurance

• Retirement plan and matching program

• Life insurance and long-term disability coverage

The ideal candidate thrives in a fast-paced environment, is proactive, and can manage multiple priorities with accuracy and attention to detail.

We’re looking for someone with these traits

• Highly organized with strong attention to detail

• Able to manage multiple projects and deadlines simultaneously

• Proactive, resourceful, and solution-oriented

• Comfortable working across teams and communicating with clients

• Bookkeeping experience, familiarity with accounting practices

• Experience with CRM systems, events, or administrative operations is a plus

Some job responsibilities include

• Manage attendee data, registrations, profiles, and meeting schedules

• Coordinate pre-event logistics including travel, communications, and materials

• Assist with matching and scheduling 1:1 meetings between participants

• Support onsite event execution, ensuring a seamless experience for attendees

• Track expenses, assist with invoicing, and coordinate with accounting

• Maintain sales and CRM data, produce reports, and support team reporting needs

VerticalXchange offers a comprehensive benefits package designed to support your health and financial well-being. Employees are eligible for health, dental, life, and long-term disability insurance, along with HSA and optional supplemental plans. VerticalXchange also offers a SIMPLE IRA retirement plan with company contribution.