Account Manager

4 weeks ago


Vancouver BC, Canada EightSix Network Inc Full time

The Account Manager (AM) is responsible for securing sales from existing and prospective clients through a B2B and solution based consultative selling approach. The incumbent is driven to provide a high level of customer service and provides the Heirsearch client with the highest level of professionalism while closing sales and reaching monthly sales goals.

Duties & Responsibilities:

  • Responds to and qualifies assigned leads in the set timeframe
  • Secures sales from existing and prospective clients to reach and exceed monthly sales goals
  • Manages client’s expectations and delivers a positive customer experience to ensure repeat and referral business
  • Assembles accurate and complete information to enter and track in Salesforce CRM system
  • Sales project participation as assigned from time to time
  • Oversees and manages the full cycle client experience
  • Collaborates with the research team to troubleshoot and resolve issues related to client files

Skills & Abilities:

  • Able to multi-task and work in a fast-paced environment
  • Excellent verbal and written communications skills
  • Ability to work as an individual and within a team environment
  • Self-motivated with a high desire to learn and succeed
  • A strong understanding of the sales cycle with the ability to be flexible
  • Ability to build relationships (both internal and external) based on trust, respect and confidence

Qualifications & Requirements:

Education:

Post-secondary education in Sales, Marketing, Business or equivalentyears of experience preferred

Experience:

Minimum of 1 year inside sales or telephone customer service - with legal and/or financial institution experience considered an asset

Computer:

Basic knowledge of MS office: Outlook, Excel, Word & PowerPoint, Salesforce (or like CRM system)

Remote work upon completion of initial onsite training

Client interaction via telephone and e-mail

Travel is not a requirement but may be a future opportunity

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