Account Manager

Overall Responsibility

As an Account Manager at Trellance, you will drive client relationships, focusing on strategic sales, revenue growth, and client satisfaction. You will engage with clients, identify alignment between their priorities and Trellance's solutions, and foster organic growth through exceptional account management.

ESSENTIAL FUNCTIONS

• Sales and Client Engagement
• Client Education: Educate clients on industry trends and Trellance's solution set.
• Strategic Account Reviews: Conduct regular internal account reviews to highlight current projects and future opportunities.
• Lead Sales Initiatives: Drive sales by identifying and understanding how Trellance's suite of solutions aligns with clients' strategic initiatives.
• Achieve Sales Targets: Meet or exceed monthly, quarterly, and yearly sales metrics and targets through a consultative sales approach.
• Relationship Building
• Executive Relationships: Develop and maintain strong relationships with key decision-makers, ensuring regular C-level interactions.
• Expand Beyond Non-Executive Contacts: Focus on expanding beyond non-executive contacts.
• Client Advocacy: Act as the client's advocate within Trellance, gathering feedback and proposing product enhancements.
• Brand Ambassador: Represent Trellance at client meetings, conferences, and other speaking engagements.
• Operational Excellence
• CRM Management: Keep the CRM system updated with client interactions, opportunities, and status changes.
• Implementation Support: Actively participate in client implementation or migration projects to ensure smooth transitions and identify additional sales opportunities.
• Travel
• Ability to travel up to 30% is required, including overnight as needed.
• Service Mentality
• Learn and monitor internal systems used to gauge and track client support inquiries.
• Continuously educate clients on status as needed.

Position Requirements

• Education/Experience: Bachelor’s degree (BA or BS) with a minimum of three years of related experience, or a high school diploma with six years of related experience.
• Sales Experience: Proven experience in B2B technology sales, business development, or lead generation.
• Communication Skills: Exceptional communication and interpersonal skills, with the ability to initiate persuasive conversations with clients.
• CRM Proficiency: Familiarity with CRM systems and data management (Trellance uses Salesforce).
• Self-Motivation: Goal-oriented and able to work independently.
• Industry Knowledge: Understanding of the credit union industry and its technology requirements is a plus.
• Technical Proficiency: Proficiency in Microsoft Office products and CRM systems.
• Skills/Abilities: Sales Skills: Strong sales acumen with experience in consultative sales. Project Management: Ability to manage multiple projects and deliver technical updates. Analytical Skills: Quantitative and qualitative analytical skills to solve problems and assess options.