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Related skills

crm lead generation microsoft office data quality prospect research

Trio is a global energy and sustainability advisory company that helps large commercial, industrial, and institutional organizations navigate the energy landscape. Trio provides integrated strategy and implementation offerings across energy supply management, data management, energy optimization and electrification, clean energy, and sustainability to help the world’s largest organizations deliver on their strategic objectives and priorities.

The Trio family of companies are wholly owned subsidiaries of Edison International (NYSE: EIX).

We are looking for a detail-oriented individual, passionate about playing an essential supporting role in the pursuit of generating new business with the world's largest energy users. This position can serve as a training ground to potentially join one of the most impactful consultative sales teams in the country. This role will report to the Vice President of Sales and will provide detailed prospect research and lead generation activities support to Sales team.

Job Responsibilities:

  • Client Relationship Management ("CRM"} Data Quality
  • Researching prospects by proactively sourcing sustainability reports, 10-K reports, leadership teams and other publicly available information
  • Interacting with Sales team to provide valuable details to expedite the sales process
  • With the help of the VP, launch different targeted sales initiatives and apply and track measurable Key Performance Metrics ("KPls"} for Leadership Team analysis
  • Legal Contract Management with tasks such as but not limited to logging NDAs and managing important deliverable dates for the clients
  • Organization of lead generation efforts targeted by market sector
  • Seek operational efficiencies through process development and standardization
  • Compile and analyze data over time to forecast sales trends
  • Other special projects

    • Desired Background:

  • Bachelor's Degree in Business, Sustainability, or Marketing
  • No sales or industry experience is required

    • Required Skills:

  • Detail-orientated and highly organized
  • Proficient in all Microsoft Office products
  • Excellent communication skills
  • Advanced problem-solving and analysis skills
  • Strong work ethic and willingness to take initiative
  • Good attitude toward teamwork as well as the ability to work independently
  • Demonstrated ability to multitask and prioritize
  • Excellent time management
  • Motivated to continually improve processes and tools
  • Eager to learn

    • Additional Information

    #LI-MS1

    Trio is committed to building a diverse and inclusive workplace. We are a proud Equal Opportunity Employer and will not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national original, age, disability, protected veteran status or any other protected status.

    #LI-Hybrid

    If you want to learn more about our company's

    Security & Privacy Policy

    please click the link.

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