Client Relationship Executive

5 days ago

Columbus, United States Disability Solutions Full time

OVERVIEW & PURPOSE

The ideal candidate will be an experienced sales person who is comfortable generating sales leads with new clients and maintaining relationships with existing ones. This candidate will be able to understand a prospective client's needs and offer an ideal solution. The ideal candidate will have strong communication skills and have a positive track record of exceeding outlined goals.

ESSENTIAL FUNCTIONS

  1. Identify and target sales lead through daily, weekly, monthly, and quarterly activity plan.

  2. Build and maintain current client relationships with current as well as new clients.

  3. Exceed all assigned sales quotas.

  4. Prospect clients through various means including in person, phone, email, and understand their needs through new sales calls and appointment setting.

  5. Keep impeccable records through client relationship management software (CRM).

  6. Prepare and calculate necessary sales proposals or bid compilations.

  7. Understand how our mission outweighs the competition.

  8. Be able to properly handle objections and get deals closed within company sales processes.

  9. Prepare and facilitate the order process with properly signed and completed paperwork for all orders after proposals are turned into sales.

  10. Participate in quarterly business reviews with assigned clients.

  11. Ensure that all client equipment is installed, completed, and that the client is entirely satisfied.

  12. Report and/or handle client complaints in conjunction with the client loyalty and service departments.

  13. Work effectively and coordinate with service technicians and administrative coordinators to keep continuity of excellent service.

COMPETENCIES

  1. Bachelor's degree or related experience and education

  2. Proficient in Microsoft Office suite, Google Suite, and CRM

  3. Demonstrated ability to set goals and achieve them

  4. Strong communication skills and understanding of sales process

  5. Experience in managing a book of business

SUPERVISORY RESPONSIBILITY

This position has no supervisory responsibility.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently exposed to outside weather conditions due to automobile travel between client sites and normal business professional office space. The employee is occasionally exposed to wet and/or humid conditions and moving mechanical parts. The noise level in the work environment is usually moderate.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk and hear. Speech and hearing to normal range are required for cell and video communication. The employee must have vision that can distinguish letters from numbers. This position requires the use of email, G-Suite, video-conferencing, office equipment, document management software, computers, personal electronic devices, and multi-functional devices. Writing and typing abilities are required for electronic related functions.

The employee must also have the ability to solve practical problems and deal with a variety of personalities as well as the ability to interpret a variety of instructions given in written, oral, or schedule form.

Mental requirements also include the ability to calculate numbers, edit and interpret the accuracy or received information, and the ability to organize projects for completion in a timely manner.

The employee frequently is required to stand, walk, and drive for extensive periods of time. The employee is occasionally required to sit. This position requires finger dexterity and hand-eye coordination. The employee must occasionally lift and/or move up to 20 pounds.


POSITION TYPE & EXPECTED HOURS OF WORK

This position is exempt and normal work hours for business are Monday through Friday, 8am - 5pm.

TRAVEL

Regular and daily travel between client locations is expected.

  1. Current driver's license.

  2. Access to vehicle for job travel between company branches and client sites.

  3. Valid certificate of insurance with the minimum liability requirements set forth by the company.

REQUIRED EDUCATION & EXPERIENCE

High School Diploma or equivalent

PREFERRED EDUCATION & EXPERIENCE

Bachelors Degree or combination of education and relevant experience

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

EQUAL OPPORTUNITY EMPLOYER

Modern Office Methods provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.




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