Daniel Romo

Enterprise Account Executive @OFX

San Francisco, CA, US

Educate contacts through comprehensive discussions surrounding their current FX/Cross-border operations and OFX’s product offerings. • Become fluent with all scripting, and speak with general proficiency regarding basic financial services/technology terminology and concepts. • Understand where the prospect is in the buying process and qualify accordingly. • Process NDA’s • Nurture non-qualified prospects by offering resources and educational materials. • Follow-up on inquiries from marketing campaigns, online ads, events and webinars. • Perform high volume outbound calling activities combined with e-mail marketing. • Gather key information to update SalesForce.com in order to effectively prospect specified territory. • Enhance product knowledge through regularly scheduled training sessions and self-education. • Become part of a very collaborative team in terms of training and sharing education, and best practices. • Establish and maintain strong relationships with the sales executive in assigned territory. • Provide qualified sales-ready opportunities to the enterprise sales organization to engage in our sales cycle.