What are the responsibilities and job description for the Account Manager, Software Sales position at Bank Administration Institute Inc?
Account Manager – Software Sales Reports to : Group Director, Sales – Learning & Development BAI and RMA have come together as ProSight Financial Association, a leading industry organization whose purpose is to empower financial services leaders to strengthen and advance our industry. The strategic combination brings together RMA’s expertise in serving the commercial banking and risk management functions and BAI’s knowledge in serving the retail banking and regulatory compliance functions. Our industry-leading offerings include : peer sharing events, thought leadership, learning and development, and decision support solutions.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 identify business needs and propose appropriate solutions for regulatory compliance training and other related services. You may travel occasionally to give executive-level presentations to key decision-makers. As a member of the 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. Responsibilities
- 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.
Requirements
ProSight offers an outstanding benefit package including comprehensive insurance coverage, a 401(k) plan with company match, flexible time off programs, BAI Workflex which includes a hybrid work model and bonus potential with the ability to work in a collaborative, team-oriented environment.
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