- 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.
- Bachelor's degree required.
- A minimum of 2 years' experience in an inside sales role and direct experience in business-to-business solutions selling.
- Experience in either selling or servicing clients in the financial space.
- A desire to grow a territory by generating new business through prospecting.
- Experience organizing and managing an assigned territory.
- Strong organizational skills and the ability to work in an independent, self-directed environment.
- Experience in a high-volume, telephone-based selling environment.
- Experience selling products in a Software as a Service (SaaS) business model a plus.
- Experience in financial services industry a plus.
- Demonstrated success creating leads and sales through prospecting.
- A history of meeting or exceeding assigned sales quotas for new business.
- Technologically savvy, with extensive use of the Microsoft Office suite and ability to learn and demonstrate proprietary systems.
- Demonstrated high-energy, tenacity and dedication to excellence as a sales professional.
- Motivated by an internal desire to win and a desire to increase your own personal wealth.
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Account Manager - St Louis, United States - BAI
Description
Account Manager – Financial Compliance Solutions
Reports to: Group Director, Sales – Learning & Development
BAI is the financial services industry's leading provider of powerful tools, relevant content and meaningful connections. Our mission is to give financial services leaders the confidence to make smart business decisions because a strong financial services industry helps consumers, businesses and communities thrive. BAI is seeking an energetic sales professional to grow our business through new customer acquisition. As an Account Manager selling our Policy Manager product in our St. Louis office, you will work as an inside sales representative, primarily calling bank, credit union, and mortgage firms nationwide. You will be a hunter and 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. As a member of the BAI Learning & Development sales team, you will work in a fast-paced, team-oriented environment. The successful candidate will contribute to the business goals by meeting monthly, quarterly and annual new sales objectives. BAI has a strong brand and a leading market position in an industry where compliance requirements are increasing dramatically, all creating much opportunity for sales growth.
Responsibilities
Requirements
BAI offers an outstanding benefit package including comprehensive insurance coverage, a 401(k) plan with company match, generous vacation/personal time programs, BAI Workflex which includes a hybrid work model and bonus potential with the ability to work in a collaborative, team-oriented environment.