Senior representative job description
Updated March 14, 2024
10 min read
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Example senior representative requirements on a job description
Senior representative requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in senior representative job postings.
Sample senior representative requirements
- Bachelor's Degree in relevant field
- 5+ years of relevant experience
- Advanced knowledge of industry trends
- High level of proficiency in multiple software programs
- Excellent written and oral communication skills
Sample required senior representative soft skills
- Able to work independently and collaboratively
- Strong problem solving and decision-making capabilities
- Ability to multi-task and prioritize tasks
- High level of customer service and client relations
- Strong leadership and interpersonal skills
Senior representative job description example 1
ServiceRocket senior representative job description
Looking to join a fun-loving and inclusive culture that has your back? Our fast-growing and dynamic company provides a life experience that supports your professional growth and personal well being.
With offices around the world, ServiceRocket's five-star products and services help tech giants like Salesforce, Workplace from Meta, Digital.ai and Atlassian get the most from their software. We enable fast-growing companies to take off. And so will your career!
ResponsibilitiesKey account acquisition by developing an interaction strategy to determine the objectives and level of effort required to effectively target assigned strategic accounts/territory.Capture all external and market-based data, current and prospective customer information, and data which could assist with the sales process. Generate leads, Close business (new & renewal)to meet/exceed quota, manage pipeline, update forecast, develop and execute account plans Hunt and identify prospective customers from business directories, participation in business communities and events. Contact and qualify prospective customers. Develop initiatives within sales to improve funnel conversion rates and increase volume of sales qualified leads. Educate customers on the benefits (financial or otherwise) of our solution offerings. Host product demonstrations, webinars and other online events to educate SQL's.Negotiate and close deals for assigned accounts/territory. Focus on developing initiatives and funnel conversion rates for assigned accounts/territory.
Essential SkillsAble to analyze market data to identify trends/opportunities Conducts make-versus-buy analyses for partnerships/mergers/acquisitions Has developed strategic market/product line business plans Has developed marketing programs to support sales including identification of volume and customers Experience identifying and developing key industry partnerships Excels at developing strategic directions from market information, and creates compelling market analysis presentations.
Requirements Typically requires a minimum of 6 years of related experience with a Bachelor's degree; or 4 years and a Master's degree; or equivalent experience. Proven track record of closing large complex enterprise deals.Proven track record working in B2B environments/marketplaces
Good to HaveExperience in Tech or SaaS companies Experience working in a global asynchronous environment Proficiency using software similar to Netsuite/Salesforce/Hubspot
With a competitive salary and career pathway to advance your skills, you'll reap the rewards of growth with ServiceRocket's unique Share the Fruit program and an opportunity for stock options. Our generous health and wellness benefits allow you to care for yourself and loved ones. We offer monthly stipends that support how you work and encourage a healthy work life balance. Wear the Rocket: come grow with us!
With offices around the world, ServiceRocket's five-star products and services help tech giants like Salesforce, Workplace from Meta, Digital.ai and Atlassian get the most from their software. We enable fast-growing companies to take off. And so will your career!
ResponsibilitiesKey account acquisition by developing an interaction strategy to determine the objectives and level of effort required to effectively target assigned strategic accounts/territory.Capture all external and market-based data, current and prospective customer information, and data which could assist with the sales process. Generate leads, Close business (new & renewal)to meet/exceed quota, manage pipeline, update forecast, develop and execute account plans Hunt and identify prospective customers from business directories, participation in business communities and events. Contact and qualify prospective customers. Develop initiatives within sales to improve funnel conversion rates and increase volume of sales qualified leads. Educate customers on the benefits (financial or otherwise) of our solution offerings. Host product demonstrations, webinars and other online events to educate SQL's.Negotiate and close deals for assigned accounts/territory. Focus on developing initiatives and funnel conversion rates for assigned accounts/territory.
Essential SkillsAble to analyze market data to identify trends/opportunities Conducts make-versus-buy analyses for partnerships/mergers/acquisitions Has developed strategic market/product line business plans Has developed marketing programs to support sales including identification of volume and customers Experience identifying and developing key industry partnerships Excels at developing strategic directions from market information, and creates compelling market analysis presentations.
Requirements Typically requires a minimum of 6 years of related experience with a Bachelor's degree; or 4 years and a Master's degree; or equivalent experience. Proven track record of closing large complex enterprise deals.Proven track record working in B2B environments/marketplaces
Good to HaveExperience in Tech or SaaS companies Experience working in a global asynchronous environment Proficiency using software similar to Netsuite/Salesforce/Hubspot
With a competitive salary and career pathway to advance your skills, you'll reap the rewards of growth with ServiceRocket's unique Share the Fruit program and an opportunity for stock options. Our generous health and wellness benefits allow you to care for yourself and loved ones. We offer monthly stipends that support how you work and encourage a healthy work life balance. Wear the Rocket: come grow with us!
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Senior representative job description example 2
BNY Mellon senior representative job description
Data Management and Quantitative Analysis - Independently compiles, synthesizes and reports on the Banks or market data sources. Provides support with access, maintenance and security activities.
* Manages complex databases, feeds, etc. and assist with more complex data sources.
* Conducts calculations for more senior colleagues and helps develop reports.
* May oversee the workflow of a Data Management and Quantitative Analysis support team and provides guidance to more junior staff. Supports day-to-day data management activities.
* Monitors data feeds and performs data scrubbing for the Data Management and Quantitative Analysis team.
* Identifies and documents violations, exceptions, or occurrences exceeding tolerance thresholds.
* Provides guidance to more junior staff. Adds and maintains data on the Banks systems, inputs and verifies accuracy of information.
* Ensures information entered by more junior team members is accurate.
* Tests software enhancements and upgrades as necessary, and may provide recommendations for improvement.
* Monitors complex databases and spreadsheets.
* Performs calculations, initiates the execution of data modeling programs and prepares initial drafts of simple charts, graphs or reports.
* Contributes to responses to data-related questions from internal and external clients and helps provide solutions.
* Ensures that all customer responses are thoroughly documented and verified.
* No direct reports.
* May provide guidance to more junior roles.
* Contributes to the achievement of team objectives.
#LI-Hybrid
Qualifications:
* Bachelors degree or the equivalent combination of education and experience.
* 3-5 years of total work experience preferred.
* Experience in the financial industry preferred.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
* Manages complex databases, feeds, etc. and assist with more complex data sources.
* Conducts calculations for more senior colleagues and helps develop reports.
* May oversee the workflow of a Data Management and Quantitative Analysis support team and provides guidance to more junior staff. Supports day-to-day data management activities.
* Monitors data feeds and performs data scrubbing for the Data Management and Quantitative Analysis team.
* Identifies and documents violations, exceptions, or occurrences exceeding tolerance thresholds.
* Provides guidance to more junior staff. Adds and maintains data on the Banks systems, inputs and verifies accuracy of information.
* Ensures information entered by more junior team members is accurate.
* Tests software enhancements and upgrades as necessary, and may provide recommendations for improvement.
* Monitors complex databases and spreadsheets.
* Performs calculations, initiates the execution of data modeling programs and prepares initial drafts of simple charts, graphs or reports.
* Contributes to responses to data-related questions from internal and external clients and helps provide solutions.
* Ensures that all customer responses are thoroughly documented and verified.
* No direct reports.
* May provide guidance to more junior roles.
* Contributes to the achievement of team objectives.
#LI-Hybrid
Qualifications:
* Bachelors degree or the equivalent combination of education and experience.
* 3-5 years of total work experience preferred.
* Experience in the financial industry preferred.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
Dealing with hard-to-fill positions? Let us help.
Senior representative job description example 3
Tufts Health Plan senior representative job description
Who We Are
Point32Health is a leading health and wellbeing organization, delivering an ever-better personalized health care experience to everyone in our communities. At Point32Health, we are building on the quality, nonprofit heritage of our founding organizations, Tufts Health Plan and Harvard Pilgrim Health Care, where we leverage our experience and expertise to help people find their version of healthier living through a broad range of health plans and tools that make navigating health and wellbeing easier.
We enjoy the important work we do every day in service to our members, partners, colleagues and communities.
Job Summary
Educate and be highly visible in the 65+ Community in order to promote Tufts Health Plan, Senior Care Options Plan (THP SCO) and its benefits that lead to the enrollment of new members. Education will be given to prospects and their care givers, Community Health Centers, Providers, local Elder Services, Councils on Aging, Housing Authorities, Senior Centers and SHINE Counselors. The primary objective of this position is to identify prospective SCO-eligible members, explain the features and benefits of the plan in an assigned
territory/marketplace,
and assist with enrollment into the plan. Successful candidates generate leads from a variety of sources including networking, account management, grassroots sources as well as from member referrals.
Key Responsibilities/Duties - what you will be doing
Effectively present the THP SCO Program and its benefits to the 65+ MassHealth populations residing in the Community.Meet or exceed enrollment goals within an assigned territory; using a full sales mix of outreach & sales activities Conduct group and/or individual sales presentations and enroll eligible prospects on site as often as possible Primary activities include: community-based lead generation, developing partnership based relationships with providers, community-based-organizations, senior housings, senior centers, advocacy agencies, etc. Other outreach & sales activities include: conducting sales meetings, in-homes, conversion meetings, lead meeting, special events, developing referrals and having regular business reviews with accounts.Perform lead follow up and qualification calls to interested individuals to explain the purpose and benefits of THP SCO and scheduling home visits to meet with prospects.Maintain lead tracking and sales database for all sales activity and consumer interactions performed.Submit completed enrollment applications in a timely basis.Coordinate and develop relationship with key community groups to allow THP SCO to participate in community-sponsored events.Represent THP SCO at community/company-sponsored events to promote the company and the plan, raise awareness, network and generate leads.Develop and implement a business plan within his/her assigned territory.Provide weekly activity plans, result summaries and monthly expense reports.Know provider networks (physician, hospital and pharmacy) within assigned territories.Maintain good working knowledge of competitor products in the market Represent THP SCO in a manner consistent with stated company values and departmental Code of EthicsAdhere to company and departmental policies and procedures, including abiding to all CMS and EOHHS guidelines. 100% compliance with completion of all required certifications, licensing, continued education, policy acknowledgement and work plan documents within dates of completion requirements.Submit completed enrollment applications in a timely basis Successfully complete annual product training, AHIP certification and additional training and/or certification that may be required Perform other duties as necessary and assigned
Qualifications - what you need to perform the job
Bachelor's degree preferred. High school diploma or equivalent required.A minimum of 3 years of professional experience. Prefer 1-2 years of experience selling Medicare Advantage products or relevant sales experience with a track record of success.Experience in community-based sales and marketing desirable. Experience working with the elderly is desirable. Demonstrated ability to make public presentations and experience networking/generating leads a must.Strong consultative selling and presentation skills.Familiarity with MassHealth is a plus Medicaid, Medicare and/or Long Term Care industry knowledge helpful.Excellent time management, organizational, verbal and written communications skills and strong follow-up skills using telesales techniques is required. High degree of planning, problem solving and good analytical skills required. Initiative and judgment required to successfully fulfill all job functions of multi-faceted position with minimal supervision. Must have ability to work cooperatively as a team member, and to interact professionally and effectively with managers and staff of internal departments at Tufts Health Plan in order to handle customer/member issues. Also must maintain excellent relationships with external partners.Language skills: Bilingual or multi-lingual preferred.Computer Skills: Must be proficient in use of the internet, web-based applications and Microsoft Office suite of products.Insurance License: Must have a current, active Health Producer license for the state of Massachusetts or agreement to obtain within 90 days of hire.
# LI-KR1
#LI-Hybrid
Working Conditions and Additional Requirements
Must have excellent verbal and written communications skills and be highly motivated.Organizational skills must be excellent to balance many components of job.Must have reliable car and be able to drive and carry heavy materials to appointments and special events.Demands a very high energy and patience level and must be able to stand for up to 4-6 hours at special events. Works 80% of the time on the road, and 20% of the time in the office with a minimum combined 40 hour work week.Local travel and ability to drive own car is required. Job may require early morning, evening or weekend hours.
Confidential Data
All information (written, verbal, electronic, etc.) that an employee encounters while working at Tufts Health Plan is considered confidential. Will be exposed to and required to deal with highly confidential and sensitive material and must adhere to corporate compliance policy and department guidelines/policies and all applicable laws and regulations at all times.
DisclaimerThe above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees assigned to this position. Management retains the discretion to add to or change the duties of the position at any time.
Commitment to Diversity, Equity & Inclusion
Point32Health is committed to making diversity, equity, and inclusion part of everything we do-from product design to the workforce driving that innovation. Our DEI strategy is deeply connected to our core values and will evolve as the changing nature of work shifts. Programming, events, and an inclusion infrastructure play a role in how we spread cultural awareness, train people leaders on engaging with their teams and provide parameters on how to recruit and retain talented and dynamic talent. We welcome all applicants and qualified individuals, who will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
COVID Policy
Please note: As of January 18, 2022, all employees - including remote employees - must be fully vaccinated. This position will require the successful candidate to show proof of full vaccination against COVID-19. Point32Health is an equal opportunity employer, and will consider reasonable accommodation to those individuals who are unable to be vaccinated consistent with federal, state, and local law.
Point32Health is a leading health and wellbeing organization, delivering an ever-better personalized health care experience to everyone in our communities. At Point32Health, we are building on the quality, nonprofit heritage of our founding organizations, Tufts Health Plan and Harvard Pilgrim Health Care, where we leverage our experience and expertise to help people find their version of healthier living through a broad range of health plans and tools that make navigating health and wellbeing easier.
We enjoy the important work we do every day in service to our members, partners, colleagues and communities.
Job Summary
Educate and be highly visible in the 65+ Community in order to promote Tufts Health Plan, Senior Care Options Plan (THP SCO) and its benefits that lead to the enrollment of new members. Education will be given to prospects and their care givers, Community Health Centers, Providers, local Elder Services, Councils on Aging, Housing Authorities, Senior Centers and SHINE Counselors. The primary objective of this position is to identify prospective SCO-eligible members, explain the features and benefits of the plan in an assigned
territory/marketplace,
and assist with enrollment into the plan. Successful candidates generate leads from a variety of sources including networking, account management, grassroots sources as well as from member referrals.
Key Responsibilities/Duties - what you will be doing
Effectively present the THP SCO Program and its benefits to the 65+ MassHealth populations residing in the Community.Meet or exceed enrollment goals within an assigned territory; using a full sales mix of outreach & sales activities Conduct group and/or individual sales presentations and enroll eligible prospects on site as often as possible Primary activities include: community-based lead generation, developing partnership based relationships with providers, community-based-organizations, senior housings, senior centers, advocacy agencies, etc. Other outreach & sales activities include: conducting sales meetings, in-homes, conversion meetings, lead meeting, special events, developing referrals and having regular business reviews with accounts.Perform lead follow up and qualification calls to interested individuals to explain the purpose and benefits of THP SCO and scheduling home visits to meet with prospects.Maintain lead tracking and sales database for all sales activity and consumer interactions performed.Submit completed enrollment applications in a timely basis.Coordinate and develop relationship with key community groups to allow THP SCO to participate in community-sponsored events.Represent THP SCO at community/company-sponsored events to promote the company and the plan, raise awareness, network and generate leads.Develop and implement a business plan within his/her assigned territory.Provide weekly activity plans, result summaries and monthly expense reports.Know provider networks (physician, hospital and pharmacy) within assigned territories.Maintain good working knowledge of competitor products in the market Represent THP SCO in a manner consistent with stated company values and departmental Code of EthicsAdhere to company and departmental policies and procedures, including abiding to all CMS and EOHHS guidelines. 100% compliance with completion of all required certifications, licensing, continued education, policy acknowledgement and work plan documents within dates of completion requirements.Submit completed enrollment applications in a timely basis Successfully complete annual product training, AHIP certification and additional training and/or certification that may be required Perform other duties as necessary and assigned
Qualifications - what you need to perform the job
Bachelor's degree preferred. High school diploma or equivalent required.A minimum of 3 years of professional experience. Prefer 1-2 years of experience selling Medicare Advantage products or relevant sales experience with a track record of success.Experience in community-based sales and marketing desirable. Experience working with the elderly is desirable. Demonstrated ability to make public presentations and experience networking/generating leads a must.Strong consultative selling and presentation skills.Familiarity with MassHealth is a plus Medicaid, Medicare and/or Long Term Care industry knowledge helpful.Excellent time management, organizational, verbal and written communications skills and strong follow-up skills using telesales techniques is required. High degree of planning, problem solving and good analytical skills required. Initiative and judgment required to successfully fulfill all job functions of multi-faceted position with minimal supervision. Must have ability to work cooperatively as a team member, and to interact professionally and effectively with managers and staff of internal departments at Tufts Health Plan in order to handle customer/member issues. Also must maintain excellent relationships with external partners.Language skills: Bilingual or multi-lingual preferred.Computer Skills: Must be proficient in use of the internet, web-based applications and Microsoft Office suite of products.Insurance License: Must have a current, active Health Producer license for the state of Massachusetts or agreement to obtain within 90 days of hire.
# LI-KR1
#LI-Hybrid
Working Conditions and Additional Requirements
Must have excellent verbal and written communications skills and be highly motivated.Organizational skills must be excellent to balance many components of job.Must have reliable car and be able to drive and carry heavy materials to appointments and special events.Demands a very high energy and patience level and must be able to stand for up to 4-6 hours at special events. Works 80% of the time on the road, and 20% of the time in the office with a minimum combined 40 hour work week.Local travel and ability to drive own car is required. Job may require early morning, evening or weekend hours.
Confidential Data
All information (written, verbal, electronic, etc.) that an employee encounters while working at Tufts Health Plan is considered confidential. Will be exposed to and required to deal with highly confidential and sensitive material and must adhere to corporate compliance policy and department guidelines/policies and all applicable laws and regulations at all times.
DisclaimerThe above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees assigned to this position. Management retains the discretion to add to or change the duties of the position at any time.
Commitment to Diversity, Equity & Inclusion
Point32Health is committed to making diversity, equity, and inclusion part of everything we do-from product design to the workforce driving that innovation. Our DEI strategy is deeply connected to our core values and will evolve as the changing nature of work shifts. Programming, events, and an inclusion infrastructure play a role in how we spread cultural awareness, train people leaders on engaging with their teams and provide parameters on how to recruit and retain talented and dynamic talent. We welcome all applicants and qualified individuals, who will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
COVID Policy
Please note: As of January 18, 2022, all employees - including remote employees - must be fully vaccinated. This position will require the successful candidate to show proof of full vaccination against COVID-19. Point32Health is an equal opportunity employer, and will consider reasonable accommodation to those individuals who are unable to be vaccinated consistent with federal, state, and local law.
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Updated March 14, 2024