Account Manager – Strategic Financial Sales

Responsibilities

Establish and maintain excellent customer relationships at all levels

Act as liaison between sales support and customers to provide superior service and solutions

Evaluate existing relationships, grow and expand relationships, create a territory plan and successfully execute against that strategy

Meet or exceed monthly and annual revenue objectives

Call existing customers to secure appointments, gather information on their needs, position and demonstrate the value of our products to address their business issues

Provide excellent customer service by effectively managing customer objections, setting realistic expectations, successfully negotiating pricing and contracts and closing sales

Requirements

2+ years of sales or customer success experience

Possess organizational, prioritization, time management and forecasting skills

Ability to promptly manage and respond to customer contacts

Have exceptional written and verbal communication skills

Desire to move into a direct sales role long term

Core Competencies
Demonstrates strong customer relationship management and sales skills, with a focus on meeting revenue objectives and providing exceptional service. Proficient in organizational and time management abilities to effectively prioritize tasks and respond to customer needs.

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