HeirSearch

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Vancouver, BC

HeirSearch

0.5

1.0

1.5

2.0

2.5

3.0

3.5

4.0

4.5

5.0

Be the first to review!

Vancouver, BC

Account Manager

Vancouver, British Columbia (view on map)

Posted 15 days ago

Job Description

Overview:

The Account Manager (AM) is responsible for securing sales from existing and prospective clients through a B2B and solution based consultative selling approach. The incumbent is driven to provide a high level of customer service and provides the Heirsearch client with the highest level of professionalism while closing sales and reaching monthly sales goals.

Duties & Responsibilities:

• Responds to and qualifies assigned leads in the set timeframe
• Secures sales from existing and prospective clients to reach and exceed monthly sales goals
• Manages client’s expectations and delivers a positive customer experience to ensure repeat and referral business
• Assembles accurate and complete information to enter and track in Salesforce CRM system
• Sales project participation as assigned from time to time
• Oversees and manages the full cycle client experience
• Collaborates with the research team to troubleshoot and resolve issues related to client files

Skills & Abilities:

• Able to multi-task and work in a fast-paced environment
• Excellent verbal and written communications skills
• Ability to work as an individual and within a team environment
• Self-motivated with a high desire to learn and succeed
• A strong understanding of the sales cycle with the ability to be flexible
• Ability to build relationships (both internal and external) based on trust, respect and confidence

Qualifications & Requirements:

Education:

Post-secondary education in Sales, Marketing, Business or equivalent years of experience preferred

Experience:

Minimum of 1 year inside sales or telephone customer service - with legal and/or financial institution experience considered an asset

Computer:

Basic knowledge of MS office: Outlook, Excel, Word & PowerPoint, Salesforce (or like CRM system)

Work Environment:

Remote work upon completion of initial onsite training

Client interaction via telephone and e-mail

Travel is not a requirement but may be a future opportunity