- Professional
- Ufficio in Cleveland
Summary:
Your voice matters deeply at BWE. You help us win business more effectively by embedding with our originators and supporting their tools and strategies. We rely on you to improve prospecting, streamline the sales process, and connect tech decisions to revenue outcomes. Your role will help us grow smarter, act faster, and invest in the systems that move deals forward.
Responsibilities:
• Co-own business outcomes as an embedded partner focused on the initial stages of the deal lifecycle, including lead generation, prospecting, and pipeline development with accountability for technology-driven improvements in conversion rates and origination efficiency.
• Collaborate with originators, analysts, and marketing to identify friction points in sourcing and qualifying deals while evaluating AI-powered prospecting and lead qualification tools.
• Shape and prioritize technology capabilities that improve CRM utilization, outreach automation, and data quality for prospecting with focus on measurable improvements in lead conversion and originator productivity.
• Work closely with Production and Marketing teams to align goals, metrics, and user needs ensuring technology investments directly support origination volume and quality targets.
• Track usage and adoption of origination-focused tools and support training and change management with systematic measurement of user engagement and business impact.
• Research and evaluate AI-powered tools for lead scoring, prospect research, and automated outreach to enhance origination effectiveness.
• Partner with data teams to establish origination analytics and predictive modeling capabilities for improved pipeline management.
• Support citizen development initiatives within origination teams, enabling business users to create automation solutions within governance frameworks.
• Complete comprehensive mapping of current lead-to-opportunity workflow and identify top 2-3 inefficiencies or gaps in the origination process with quantified impact analysis and improvement recommendations.
• Launch prioritized backlog of enhancements to CRM, marketing automation, or contact data tools with clear timeline, success metrics, and stakeholder engagement plan.
• Partner with Marketing to pilot or improve outreach and prospecting tools that support originator productivity with measurable results in lead quality and conversion rates.
• Define comprehensive success metrics for lead quality, outreach performance, and CRM engagement with baseline establishment and monthly tracking dashboard.
• Conduct structured originator feedback sessions and align quick wins with broader Production goals through stakeholder interviews and priority mapping.
• Establish and document standardized intake and prioritization process for incoming technology requests from originators with clear criteria and response timelines.
• Research and recommend AI-powered origination tools including lead scoring, prospect intelligence, and automated outreach platforms with business case analysis.
• Establish origination technology adoption metrics tracking tool usage, user satisfaction, and business impact with quarterly business reviews.
Minimum Qualifications
• 5+ years of experience in sales operations, revenue enablement, CRM optimization, or a related role supporting origination or business development teams.
• Familiarity with the full lead-to-close lifecycle, especially lead generation, prospecting, and pipeline development processes.
• Demonstrated ability to collaborate directly with sales or origination professionals to define pain points, gather requirements, and co-design technology solutions.
• Strong understanding of CRM systems (e.g., Salesforce) and marketing automation tools, with experience improving adoption and data quality.
• Analytical mindset with the ability to define KPIs, track user engagement, and assess technology impact on conversion rates and revenue growth.
• Strong communication and stakeholder engagement skills with the ability to facilitate user feedback, conduct interviews, and align priorities.
• Proven ability to manage initiatives across cross-functional teams, including Sales, Marketing, and IT.
• Bachelor’s degree in Business, Marketing, Information Systems, or a related field.
Preferred Qualifications
• Experience in commercial real estate finance, lending, or financial services with deep familiarity of the origination process.
• Experience with AI-powered sales technologies such as lead scoring, outreach automation, prospect research platforms, or generative AI for sales content.
• Demonstrated success piloting and scaling sales enablement tools or CRM enhancements that improve lead quality, conversion rates, or sales productivity.
• Familiarity with citizen development, including enabling non-technical users to build their own automations within governance frameworks.
• Experience working in Agile or product-centric environments, especially in backlog creation, stakeholder alignment, and iterative releases.
• Strong presentation and storytelling skills to communicate ROI, business impact, and adoption metrics to leadership.
• Certifications in CRM administration (e.g., Salesforce Administrator), revenue operations, or sales enablement a plus.
• Master’s degree or advanced training in Business Analytics, Marketing Technology, or a related discipline.
Responsibilities:
• Co-own business outcomes as an embedded partner focused on the initial stages of the deal lifecycle, including lead generation, prospecting, and pipeline development with accountability for technology-driven improvements in conversion rates and origination efficiency.
• Collaborate with originators, analysts, and marketing to identify friction points in sourcing and qualifying deals while evaluating AI-powered prospecting and lead qualification tools.
• Shape and prioritize technology capabilities that improve CRM utilization, outreach automation, and data quality for prospecting with focus on measurable improvements in lead conversion and originator productivity.
• Work closely with Production and Marketing teams to align goals, metrics, and user needs ensuring technology investments directly support origination volume and quality targets.
• Track usage and adoption of origination-focused tools and support training and change management with systematic measurement of user engagement and business impact.
• Research and evaluate AI-powered tools for lead scoring, prospect research, and automated outreach to enhance origination effectiveness.
• Partner with data teams to establish origination analytics and predictive modeling capabilities for improved pipeline management.
• Support citizen development initiatives within origination teams, enabling business users to create automation solutions within governance frameworks.
• Complete comprehensive mapping of current lead-to-opportunity workflow and identify top 2-3 inefficiencies or gaps in the origination process with quantified impact analysis and improvement recommendations.
• Launch prioritized backlog of enhancements to CRM, marketing automation, or contact data tools with clear timeline, success metrics, and stakeholder engagement plan.
• Partner with Marketing to pilot or improve outreach and prospecting tools that support originator productivity with measurable results in lead quality and conversion rates.
• Define comprehensive success metrics for lead quality, outreach performance, and CRM engagement with baseline establishment and monthly tracking dashboard.
• Conduct structured originator feedback sessions and align quick wins with broader Production goals through stakeholder interviews and priority mapping.
• Establish and document standardized intake and prioritization process for incoming technology requests from originators with clear criteria and response timelines.
• Research and recommend AI-powered origination tools including lead scoring, prospect intelligence, and automated outreach platforms with business case analysis.
• Establish origination technology adoption metrics tracking tool usage, user satisfaction, and business impact with quarterly business reviews.
Minimum Qualifications
• 5+ years of experience in sales operations, revenue enablement, CRM optimization, or a related role supporting origination or business development teams.
• Familiarity with the full lead-to-close lifecycle, especially lead generation, prospecting, and pipeline development processes.
• Demonstrated ability to collaborate directly with sales or origination professionals to define pain points, gather requirements, and co-design technology solutions.
• Strong understanding of CRM systems (e.g., Salesforce) and marketing automation tools, with experience improving adoption and data quality.
• Analytical mindset with the ability to define KPIs, track user engagement, and assess technology impact on conversion rates and revenue growth.
• Strong communication and stakeholder engagement skills with the ability to facilitate user feedback, conduct interviews, and align priorities.
• Proven ability to manage initiatives across cross-functional teams, including Sales, Marketing, and IT.
• Bachelor’s degree in Business, Marketing, Information Systems, or a related field.
Preferred Qualifications
• Experience in commercial real estate finance, lending, or financial services with deep familiarity of the origination process.
• Experience with AI-powered sales technologies such as lead scoring, outreach automation, prospect research platforms, or generative AI for sales content.
• Demonstrated success piloting and scaling sales enablement tools or CRM enhancements that improve lead quality, conversion rates, or sales productivity.
• Familiarity with citizen development, including enabling non-technical users to build their own automations within governance frameworks.
• Experience working in Agile or product-centric environments, especially in backlog creation, stakeholder alignment, and iterative releases.
• Strong presentation and storytelling skills to communicate ROI, business impact, and adoption metrics to leadership.
• Certifications in CRM administration (e.g., Salesforce Administrator), revenue operations, or sales enablement a plus.
• Master’s degree or advanced training in Business Analytics, Marketing Technology, or a related discipline.
We encourage you to explore the career opportunities we have available here at BWE!
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