Deal Desk Coordinator & BDR Venture Support

About This Role

Why Work Here

• Headquarters is in Charlotte, NC
• Recently expanded to nearshore
• isolved ranked for SMB Payroll in 2023 Sapient Report
• Voted top places to work in USA 2023

Job Description

The Deal Desk CoordinatorBDR Support role is a hybrid operations and sales position responsible for ensuring deal accuracy, accelerating sales cycles and creating early stage pipeline through targeted outbound efforts. This role serves as the connective tissue between our Enablement, Implementation, Service, Revenue Operations, Finance and Reseller Partners to ensure every deal is submitted cleanly, compliantly and on time, while also executing BDR outreach to generate qualified opportunities for our Reseller Partners. This position requires someone who is detailed oriented, process\-minded and energized by participating in top of the funnel prospecting activities.

Core Job Duties

• Review all inbound reseller partner deal submissions for accuracy, completeness, and in line with any minimum pricing, implementation fee requirements
• Maintain standardized deal intake workflows and ensure all required documents (billing memos, implementation kits, documentation required to complete KYC process) are complete.
• Ensure all deal data is accurately entered into the CRM and handoff system (i.e. implementation queue, KYC queue)
• Act as liaison between Reseller Partner and Implementation to obtain any missing information, documents etc. needed to move a new Reseller client into implementation
• Conduct targeted outbound calls and emails to reseller Partner\-sourced leads lists,

webinar attendees and event lists

• Qualify prospects using standardized discovery questions
• Set introductory meetings for Reseller Partner sellers
• Re\-engage aging leads, stalled deals and partners needing activation support (i.e. first

campaign, first proposal)

• Conduct short follow\-up calls to confirm interest, next steps or required documentation for progressing opportunities
• Maintain detailed activity logs within each Reseller Partner HubSpot instance and ensure CRM lifecycle stages are updated in real time
• Launch and manage initial outreach campaigns and qualification of new potential Reseller Partners
• Achieve monthly KPI goals including call times and volume, email outreach, meetings

booked, conversion rates and contribution to pipeline creation for each Reseller Partner

• Other duties as assigned

Job Complexity

Applies acquired job skills and company policies and procedures to complete assigned tasks.

Interaction

Works on assignments that are semi\- routine in nature but recognizes the need for occasional deviation from accepted practice.

Supervision

Normally follows established procedures on routine work, requires instructions only on new assignments. Work may be spot\- checked in progress and upon completion.

Experience

Typically requires a minimum of 1 \- 3 years of related experience.

Scope

Receives specific task\-level assignments with clear direction on expected outcomes. Learns how to prioritize work and manage time with guidance from senior team members.

Discretion

Errors in work may require rework and could affect team timelines. Decisions are reviewed by senior staff to minimize impact on the organization.

Minimum Qualifications

• BA/BS preferred but not required
• 1\-3 years' experience in a relevant role
• Experience working with basic office and sales related applications such as Microsoft Excel, NetSuite
• Strong verbal and written communication skills
• Resourceful and well organized
• Ability to write customer\-appropriate correspondence
• Possess strong mathematical and analytical skills
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
• Ability to work under pressure and meet established deadlines

About isolved

isolved is an employee experience leader, providing intuitive, people\-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers \- who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HRpayroll, workforce management and engagement management functions. No matter the industry, we help high\-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit www.isolvedhcm.com.

EEO Statement

• isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open\-minded meritocracy. If you are smart and good at what you do, come as you are.*

Disability Accommodation

• Visit www.isolvedhcm.com/careers for more information regarding our incredible culture and focus on our employee experience. Visit www.isolvedeebenefits.com for a comprehensive list of our employee total rewards offerings.*

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions outlined above.