Account Executive

18 Dec 2024
Apply

Incumbent is responsible for consulting with parishes and/or dioceses to develop strategies and sell OSV products and services associated with those strategies. The Account Executive will incorporate the full breadth of OSV products and services to the extent possible as part of the overall solutions. This role may also be responsible for the overall project manager for customer engagements and the product sales cycle. This position is responsible for following through to close sales and meeting sales goals defined by Sales Manager/Director, maintaining relationships with customers, maintaining and updating customer database, keeping product knowledge current, managing and utilizing OSV resources effectively.The incumbent will create a plan to develop relationships across the territory which will result in successful engagements at parishes and dioceses yielding both high levels of customer satisfaction and attainment of revenue goals for the territory. The incumbent will review territory status on a periodic basis, including customer satisfaction levels, won/lost business, new business and any outstanding issues. The incumbent will provide recommendations for new product and service offerings to product managers. Essential Job Functions (=Non-essential tasks):

Sell and manage consulting engagements which result in increased support for parishes and/or dioceses

Manage all related operations ensuring achievement of organizational sales goals as needed

Develop strong positive relationships contacts at assigned dioceses and parishes which result in repeat business

Develop a thorough understanding of diocesan and parish organizations and business processes as appropriate

Develop annual revenue and sales plans for assigned territory. This includes understanding key value drivers for those organizations and proposing appropriate OSV solutions to provide value

Conduct presentations and workshops as appropriate

Be a strategic partner who proactively offers new solutions to benefit the customers and to help their respective programs

Provide regular updates and status against plans for OSV management team to include recommendations and business justification to OSV for changes to products and services or new products and services

Work closely with pre-production and production teams, administrative teams, and others to ensure timely response to client requests, and resolution of any problems

Coordinate resolution of customer issues in a timely manner making follow up calls as required

Use CRM to document calls, track opportunities, and assign all order changes

Use other tools as needed to provide sales revenue reporting, revenue retention reporting (increased/decreased revenue) and Customer Satisfaction

Collaborate with production and marketing staff on campaign-related collateral materials and events, ensuring timeliness, accuracy and consistency of messages

Assist with ongoing measurement of financial success of engagements, both for the client and internally

Ability to travel to conventions, diocesan events, or customer meetings

Other duties as assigned

Required Skills

Excellent verbal and written communication

Ability to manage statistical data in order to drive effectiveness and devise strategic plans

Ability to discover needs and sell products and services

Strong relationship building skills required

Detail-oriented with the ability to take initiative and work independently

Ability to set and meet goals without supervision

Organizational skills with the ability to multi-task

Team player

Problem solving skills

Required Experience

Proficient with Word, Excel, PowerPoint and Outlook

Minimum of 5 years of consulting, customer service or sales experience, including large account management experience

Territory planning experience

Proven record of revenue results with high levels of customer satisfaction

Experience working with various organizations within the Church with proven success

Completed Business or Communication classes

Knowledge of business management and planning

Fundraising Experience

Knowledge of or experience with Catholic school and/or parish markets preferred

Must be willing to travel 50%

Ability to meet daily goals and meet deadlines

Daily customer calls and/or visits in the field

Ability to set up a home office

Evening and weekend work required periodically throughout the year

Knowledge of selling techniques and ability to close sales is preferred, but training will be provided

Self-starter

Must have a valid driver’s license with an acceptable driving record that meets company requirements

Education:

· Bachelor’s Degree is preferred; however, a combination of relevant work experience and education will be considered. This position is a remote position and will be working from a home office.

Full-time
Apply