Senior Account Executive

2 days ago

Alpharetta, United States Ceto Full time

This job is located in Alpharetta Ga. We are a hybrid model: 3 days in/2 remote

This is not a fully remote position

No relocation package


| Overview The Senior Account Executive will be primarily responsible for lead generation and relationship building activities in assigned accounts within a designated geographical region. This position will support the company’s business plan and revenue goals, with the primary focus of generating Discovery calls with banking prospects. The Senior Account Executive will work closely with the SVP / Business Development to take prospects through the sales process to close new sales. The conference calls will be scheduled with the SVP / Business Development and at least one C-level executive (e.g. CEO, CFO, COO, etc.), or interested decision maker, from the bank or credit union prospect to discuss the company’s solutions.


| Responsibilities


 Prospecting & Lead Generation. Develop leads and cultivate relationships via phone and email in assigned accounts, and schedule Discovery calls with banking prospects to include the SVP / Business Development. Prospecting and lead generation is critical to this position. As part of this process, work with the SVP / Business Development in taking prospects through the sales funnel to close new business and to expand the current client base within the respective geographical region. This position will be assigned specific goals and measured on a range of KPIs, including Activity KPIs (Calls and Emails) and Productivity KPIs (Discovery calls, Presentations, and Sales), among others. For example, the minimum expectation will be 250 Total Activities (outbound Calls and/or Emails) per week for this position. For this role, the expectation is that the Senior Account Executive will demonstrate greater ability and more productivity with daily prospecting efforts; and therefore, the sales goal will be 25% - 50% higher than those for the Account Executive role.


 Communication. Demonstrate effective verbal and written communication skills with clients and prospects. To ensure success, these skills are essential not only for daily prospecting via phone, but also for daily email correspondence. Clear, effective verbal communication is also required for conference calls and sales presentations with clients and prospects. For this position, the expectation is that the Senior Account Executive will exercise more independent judgement in daily prospecting activities and contribute to 25% - 50% of the total verbal communication on Discovery conference calls and/or Sales Presentations.


 Administration. Create ROI / Benefit analyses, MS PowerPoint sales decks, MS Outlook calendar invites, proposals, FedEx packages, email templates and other content, as necessary, to assist the SVP / Business Development during the sales process. Maintain updated, organized and detailed notes and contacts in all assigned accounts within Salesforce.com. Assist Marketing in executing the Direct Mail or Digital campaigns and other various Sales and Marketing campaign efforts. For this position, the expectation is that the Senior Account Executive will demonstrate more proficiency and autonomy with daily administration responsibilities than the Account Executive role.


Training & Development. Participate in all required meetings, courses, training and coaching sessions to strengthen industry and product knowledge, and to enhance communication skills and sales abilities to become more effective and grow as a sales professional. Understand the concepts, fundamentals and mechanics of the company’s consulting solutions. Remain wellinformed of current market and industry news and conditions through available resources, such as LinkedIn, S&P Global, FDIC, NCUA, CFPB, ABA, ICBA, CUNA, Credit Union Times, and many more. This position will also assist in the growth and development of the company’s knowledge base and training material (i.e. the Playbook). For this position, the expectation is that the Senior Account Executive will demonstrate greater product and industry knowledge than the Account Executive role.  Other. Attend tradeshows as requested. Perform other related duties as assigned. This job description is not meant to be an exhaustive list of all duties and responsibilities and subject to change based on the needs of the business.


| Other Skills & Background Communication Skills Clear, Effective Verbal and Written Communication Abilities Clear, Effective Presentation and Demonstration Abilities Computer & Software Skills MS Office, including Outlook, Word, Excel, and PowerPoint. Salesforce.com, preferred Education Bachelor’s Degree Business Degree, preferred Experience 4-7 Years of Successful Inside Sales Experience Banking Industry Experience, preferred Environmental Ability to stand/sit at a computer for 8 hours or more per day. Ability to travel up to 10% of the time as needed. Ability to work at main office, home, on the road, or in a satellite location.


| Ceto Commitment We are committed to maintaining a diverse workforce and an inclusive work environment. Ceto will not tolerate discrimination in employment, employment-related decisions, or in business dealings on the basis of race, color, ancestry, age, sex, sexual orientation, religion, disability, ethnicity, national origin, veteran status, marital status, pregnancy, or any other legally protected status. We should provide an environment free of discrimination to our employees, clients, and vendors.

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