Customer Account Manager
This role requires a person to have a keen understanding of the customer's business issues and the resources needed, the goal of uncovering future plans for services and achieving high levels of customer satisfaction. This may require meetings via the phone/web and/or onsite travel in order to understand and deliver the solution.
Qualifications/Experience
- 3 - 5 years relevant work experience in business development or similar field preferred
- Proficiency using Microsoft: Outlook, Word and Excel, and CRM applications
- Exceptional written, verbal and presentation skills
- Outstanding attention to detail and follow-through
- Superior time management and organization skills
- Ability to handle multiple projects simultaneously and work under pressure.
- Engaging, persuasive sales approach and friendly and personable demeanor.
Essential Functions
- Planning for and placing phone calls to install base
- Preparing, presenting and closing quotes
- Effectively collaborating with Inside Sales Team and Marketing teams to develop Marketing campaigns to install base to increase sales
- Accurately forecasting deals each month
- Timely and accurately maintaining CRM software data based on sales activities
- Provide outstanding customer service both internally and externally, handling all information requests and sales calls promptly and professionally
- Establish a Top 10 Customer list to focus on for the year
- Quarterly calls to the top 10 with a specific agenda item like support, product, Company update, Executive introductions
- Onsite visits
Performance Expectations
- Minimum of 15 phone calls per day
- Attain or exceed all defined sales and metric driven quotas and KPIs defined in Incentive Plan
- Become proficient in our DocLink product within 4-6 months
Supervisory Responsibility
This position has no direct reports.
Travel
This position will require up to 50% of travel into the territory (local and national) and any corporate sponsored events like trade shows and or skills training, internal sales meeting etc.
Preferred Education
Bachelor’s Degree in Business, Communications, Marketing or similar field
Physical Job Requirements
The above statements are intended to describe the general nature and level of work being performed by employees assigned to this position, but they are not an exhaustive list of all the required responsibilities and skills of this position.
While performing the duties of this job, the employee is regularly required to be independently mobile. The employee is also required to interact with a computer and communicate with peers, co-workers and outside potential customers. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Beyond Limits is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.
This role requires a person to have a keen understanding of the customer's business issues and the resources needed, the goal of uncovering future plans for services and achieving high levels of customer satisfaction. This may require meetings via the phone/web and/or onsite travel in order to understand and deliver the solution.
Qualifications/Experience
- 3 - 5 years relevant work experience in business development or similar field preferred
- Proficiency using Microsoft: Outlook, Word and Excel, and CRM applications
- Exceptional written, verbal and presentation skills
- Outstanding attention to detail and follow-through
- Superior time management and organization skills
- Ability to handle multiple projects simultaneously and work under pressure.
- Engaging, persuasive sales approach and friendly and personable demeanor.
Essential Functions
- Planning for and placing phone calls to install base
- Preparing, presenting and closing quotes
- Effectively collaborating with Inside Sales Team and Marketing teams to develop Marketing campaigns to install base to increase sales
- Accurately forecasting deals each month
- Timely and accurately maintaining CRM software data based on sales activities
- Provide outstanding customer service both internally and externally, handling all information requests and sales calls promptly and professionally
- Establish a Top 10 Customer list to focus on for the year
- Quarterly calls to the top 10 with a specific agenda item like support, product, Company update, Executive introductions
- Onsite visits
Performance Expectations
- Minimum of 15 phone calls per day
- Attain or exceed all defined sales and metric driven quotas and KPIs defined in Incentive Plan
- Become proficient in our DocLink product within 4-6 months
Supervisory Responsibility
This position has no direct reports.
Travel
This position will require up to 50% of travel into the territory (local and national) and any corporate sponsored events like trade shows and or skills training, internal sales meeting etc.
Preferred Education
Bachelor’s Degree in Business, Communications, Marketing or similar field
Physical Job Requirements
The above statements are intended to describe the general nature and level of work being performed by employees assigned to this position, but they are not an exhaustive list of all the required responsibilities and skills of this position.
While performing the duties of this job, the employee is regularly required to be independently mobile. The employee is also required to interact with a computer and communicate with peers, co-workers and outside potential customers. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Beyond Limits is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.