Quick Overview
Job Description
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.
Hybrid model – up to 50% work from home
Flexible schedules including ample flexibility in the summer months
Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
Inclusion Council, emerging professional groups, etc.)
Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.
To learn more about Compeer Financial visit
This position offers a hybrid work option up to 50% remote and is based out of the Mankato, MN or Sun Prairie, WI office location. This position plays a key role in Compeer's lead generation and client outreach efforts. Through phone and email interactions, qualifies opportunities, initiates cross-sell conversations and supports seamless transitions to appropriate sales teams.
In addition to client outreach, contributes to marketing execution by supporting operational tasks such as storefront management, vendor coordination, direct mail facilitation and content publishing through internal social platforms. Bridges sales and marketing to ensure a consistent and effective client experience. Vets opportunities and ensures a smooth handoff to appropriate sales team members. Supports cross-sell and upsell activity during seasonal or business unit-specific campaigns. Maintains alignment with Compeer's tone and brand in all clientfacing communications.
Accurately records prospect interactions in Salesforce and maintains lead data integrity. Serves as the first point of contact for internal storefront needs, including gift orders, quote requests, order tracking and billing coordination. Reviews and approves proofs for marketing materials and clientfacing items. Completes internal forms to update storefront inventory, submit direct mail requests and manage mailing lists (e.g., Tracks storefront usage and reports on campaign or seasonal metrics (e.g., holiday gifting, tradeshow materials).
Publishes content in Hootsuite/Amplify across designated Compeer and Agri-Access channels and monitors engagement. Shares social content availability and usage metrics with relevant sales teams. Documents all prospect and client interactions in Salesforce with clarity and completeness. Monitors key performance metrics and shares results with Inside Sales leadership. Participates in internal projects and cross-functional collaboration with Marketing, Sales Enablement and other business units.
Supports continuous improvement efforts by providing feedback and insights related to lead quality, campaign performance and process effectiveness. Associate's degree in Business, Marketing, Agribusiness, Finance, Communications or a related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job. Experience with outbound calling, marketing campaigns or customer service is helpful but not required.
Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit. Excellent verbal and written communication skills and the ability to be clear, concise, professional and appropriate to any audience of the sales process externally and internally. Flexible and adaptable to changing situations. Ability to remain objective in balancing business needs and risk.
Comfortable using technology and open to learning tools such as Salesforce, Microsoft Office, and marketing platforms.
#The actual title and base pay offered is dependent upon many factors, such as training, transferable skills, work experience, business needs and market demands. Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.
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