Account Manager

As an Account Manager, you will work as an inside sales representative, primarily calling bank, credit union, and mortgage firms nationwide. You will identify business needs and propose appropriate solutions for regulatory compliance training and other related services. Based on customer needs assessment and potential account value, you may travel occasionally to give executive-level presentations to key decision-makers.

Requirements

• Plan and organize work schedule to call prospects to close sales daily.
• Research/profile financial vertical nationwide to identify and penetrate top prospects.
• Develop account strategies and a network of contacts at various levels/functional responsibility within each organization in the assigned territory.
• Follow leads through all stages of the sales cycle -- lead generation, proposal, negotiation, closing and post-sale follow-up.
• Conduct a needs assessment and develop recommendations/proposals.
• Demonstrate technology products and solutions over the phone and Internet.
• Stay attuned to market trends, competition, customer needs, pricing and other factors that may impact sales and growth.
• Provide prospects with information and advice on BAI products and services.
• Manage and maintain a sales funnel to achieve steady growth within assigned territory.
• Provide realistic sales forecasts to facilitate growth.
• Manage contract negotiations, service requirements and details to close the sale.
• Manage territory, sales cycle and customers in CRM system.

Benefits

• Comprehensive insurance coverage
• 401(k) plan with company match
• Flexible paid time off
• Hybrid and remote working models
• Tuition assistance
• Collaborative, team-oriented environment