1. Describe workplace organizational structure. 2. Describe workplace policies and procedures. 3. Demonstrate an understanding of general ideas regarding workplace ethics, interpersonal communication, and general management. 4. Practice active listening and complex problem solving when handling customer 5. inquiries. 6. Maintain and practice a high level of social emotional intelligence and confidentiality.

1. Obtain the knowledge of principles and processes for providing client services. 2. Perform an assessment to evaluate the needs of the lead. 3. Present knowledge of products to leads and existing customers. 4. Answer any questions leads or existing customers may have pertaining to sales, products, sales processes. 5. Develop prospects from current commercial customers, referral leads, or sales or trade meetings. 6. Cultivate relationships with new leads by providing information on products, services, and costs. 7. Create and maintain a database of new and confirmed leads. 8. Effectively use social media to interact directly with prospects and to generate leads.

1. Strategically approach prospects based on customer profiles. 2. Model approach after the effective practices of a mentor. 3. Participate in meetings with the sales team and effectively contribute to conversations about customer priorities. 4. Demonstrate curiosity for the customer journey and has awareness of what is important to the organization's clients.

1. Use the company database to keep a current list of leads and clients. 2. Utilize the company database to enter new information for clients based on their updates via email, phone call, or social media. 3. Generate specific reports that will be needed on a daily, weekly, or monthly basis. 4. Prioritize outbound activities within the database such as tasks, follow-up emails, or phone calls. 5. Ensure database entries are free from errors and typos. 6. Perform basic functions in a Customer Relationship Management software system, e.g., Salesforce, Apricot, etc.

1. Independently and effectively support execution of the deal cycle. 2. Apply effective tools and techniques to resolve issues when they arise. 3. Demonstrate fluency with the company’s sales processes. 4. Articulate how sales processes can be improved upon given the changes in data or forecasting.

1. Basic Workplace Safety and Policies 2. Sexual Harassment Prevention Training – must comply with section 201-g of the Labor Law

1. Introduction to Business 2. Legal Business Communications and Business Writing 3. Principles of Marketing 4. Public Speaking 5. Interpersonal Communication 6. Business Ethics 7. Customer Service 8. Introduction to Sales 9. Personal Selling and Sales Management 10.Introduction to Finance 11.Introduction to Accounting 12.Data Analysis

1. Business Ethics 2. Verbal and written communication 3. Financial Models 4. Budgets, Revenues, and Expenditures 5. Balance Sheets, Cash Flow, and Equity Statements 6. Evaluating Client Needs (Know Your Customer) 7. Performing Due Diligence 8. Project Management 9. Risk Evaluation

1. Test Preparation 2. Written/Practical Proficiency Examination(s)