The Caler Group

Sales Executive, Services Solutions: Financial Services-Raleigh

Job Category: Financial Services
Job Location: Raleigh NC
Base Salary: $180-$220K
Required Travel: No
Relocation Covered: No

POSITION SUMMARY & KEY AREAS OF RESPONSIBILITY:

  • Positions primary responsibility is to provide subject matter expertise and support to the field sales organization to complete the sale of solution offerings by understanding the customer needs and/or problems and then targeting the appropriate solutions
  • Position is responsible for creating a winning approach that highlights unique capabilities in solving the need or problem at hand; Consulting approach is used to build solid customer relationships whereby the incumbent becomes a credible and consistent source of expertise within the account; Articulates solutions in terms of ROI to the client
  • Position will work with a number of technical support resources and solution architects in the creation of proposals and delivery plans, position must therefore develop a successful working relationship with the support teams so that successful handoffs can take place and problems/issues can be proactively identified and solved
  • Responsibilities include determining regional impact (Multi-National Accounts), Proposal creation, Establishing bid/project team as needed, Establishing bid strategy, Determining Terms and Conditions (incl. pricing) with CS operations or other support teams, Reviewing proposal before submission, Presenting proposal to internal Bid-Review team as needed and obtaining approval, and Presenting proposal to customer
  • Role required to negotiate terms and conditions with customer within approved guidelines
  • Role required to produce Win/Loss Report, Engage in post-sales activities
  • Act as escalation point for roll-out issues; Revisit projects and detect new opportunities to grow wallet share
  • Assist Account Support Manager in confirming revenue recognition

Qualifications Requirements:

  • Bachelor’s degreepreferred
  • 5+ years of sales experience
  • Managed Services Sales experience background

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