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 clients 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 experi- ence 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