· Using WellSky’s CRM to keep client information and sales pipeline accurate and up-to-date.
· Being able to explain the circumstances and situations in any account being pursued with accurate and current information as to the status/strategy, budget cycles, personnel, etc., and being able to state the strategy for winning the business
· Building and maintaining a sales pipeline
· Making efforts to responsibly manage expenses related to site visits by planning ahead of time, conducting multiple account visits per trip, etc.
· Assisting with strategic partnerships and sales channels
· Managing client relationships by ensuring proper setting of expectations and responding to escalated client issues
· Participating in weekly forecasting with your manager
Do you have what it takes?
Required Qualifications:
· Bachelor’s degree in a related field
· 4-6 years related work experience