Lead Account Executive, Engagement

Summary of This Role

Responsible for selling merchant services offerings to businesses. Activities include pricing, customer segmentation, customer presentations, account sign-up and activation, and account management. Primarily field sales to area businesses; depending on scale, some business may be conducted over the phone.

What Part Will You Play?

• Manages a portfolio of clients for the company, typically with an annual net revenue value of $200,000 or more. Identifies revenue opportunities and prospective clients within assigned territories through face to face meetings, telephone communications, marketing programs, and other activities as needed. Conducts face to face meetings with prospects to identify appropriate contacts, qualify and drive leads through the sales pipeline. Ensures suspect identification, planning, account qualification, and needs analysis at all prospect levels. Responds to customer requests for information and gives online presentations. Identifies and closes additional product and/or service sales with existing clients to further develop the client relationship. Manages client relationships and expectations during the sales cycle.
• Maintains existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently SalesForce.com. Keeps management informed of all activity, including timely preparation of reports.
• Develops knowledge of current product/service portfolio as well as changes and developments within the payments industry.

What Are We Looking For in This Role?

Minimum Qualifications

• Bachelor's Degree
• Relevant Experience or Degree in: No degree Specified
• Typically Minimum 2 Years Relevant Exp
• Related Experience

Preferred Qualifications

• Typically Minimum 2 Years Relevant Exp
• B2B sales experience, cold calling sales experience, demonstrated successful performance in previous sales job

What Are Our Desired Skills and Capabilities?

• Skills / Knowledge - Developing professional expertise, applies company policies and procedures to resolve a variety of issues.
• Job Complexity - Works on problems of moderate scope where analysis of situations or data requires a review of a variety of factors. Exercises judgment within defined procedures and practices to determine appropriate action. Builds productive internal/external working relationships.
• Supervision - Normally receives general instructions on routine work, detailed instructions on new projects or assignments.
• Industry Knowledge - Expert knowledge of the merchant payment industry
• Decision Maker - Advanced ability to be an effective problem solver and act quickly to resolve issues
• Communication - Effective listener and communicator who is able to establish long lasting customer relationships