What you would do:
Present products and services to clients, peers, and management as it relates to performance
and planning.
Collaborate with colleagues and internal departments to achieve underlying fundamental
companies objectives and goals
Meet and exceed sales KRAs and metrics for emails, calls, meetings and demonstrations,
customer escalations.
Provide actionable customer feedback to key stakeholders including, but not limited to,
marketing, product development and research
What you must have:
3 to 5 years of account management experience (in a similar discipline preferred: financial
services, business to business SaaS sales, solution selling)
Excellent interpersonal, verbal, and written communication
Proven track record in hitting quota and retention targets
Organized, detail-oriented with the ability to multi-task, prioritize and respond quickly
Negotiation skills as it relates to renewal upsells, cross-selling, and additional product add-
ons
Highly proficient in MS Office Suite and CRM systems. Experience with Salesforce is
preferred
Self motivated, team-focused attitude, and willingness to collaborate with peers, product
management, and internal teams
