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Form of workJob Description
Summary of Position:
The Account Executive has responsibility for identifying and selling technology related service projects, software solutions, hardware solutions, and bundles of one or more of these to prospects and existing customers in a named territory. The primary market targeted by this position is that of small to mid-sized and some regional financial institutions in North America.
Software products offered by this position consist of banking automation solutions that are usually deployed in retail bank branches or for Commercial-Treasury Banking. Hardware products offered by this position can be new or refurbished equipment and is typically part of an automation solution used by FIs in its branch banking or Commercial-Treasury Banking. Technical projects offered by this position may consist of site surveys, customer onsite equipment installations, customer onsite software upgrades, customer de-installations, and closings, on-demand move/add/change work orders, onsite troubleshooting, remote software installations or conversions, recycling services, chain-of-custody data destruction services, staff-augmentation, depot repair services, or fulfillment service programs.
This position may have multiple incumbents and has no supervisory responsibility. Position may involve approximately 2-3 days of travel per month or less. The Account Executive will report to the VP of Sales and is expected to be competent in performing the duties and responsibilities outlined below. This is a quota carrying position.
Knowledge, Skills and Abilities Required:
- BA or BS Degree or equivalent work/industry experience
- Bank, cash, deposit automation and workflow experience ideal
- Possess strong business development skills to include pipeline creation with the ability to move deals through the pipeline
- Possess strong closing skills
- Required to achieve or exceed a periodic quota for the territory in sales
- Have the ability to articulate ideas and concepts via the phone, email and web-based technologies
- Have excellent written and verbal skills
- Possess the ability and discipline to utilize a CRM tool systematically and diligently
- Ability to overcome objections and to sell in a solutions mindset
- Must provide timely and accurate forecasting input and pipeline visibility
- Have an intermediate to strong command of the Microsoft Office suite
- Have the ability to sell solutions like software and technology services
- Have a working knowledge of financial industry terms and related computing technology
Personal Skills and Competencies:
- Candidate must be a self-starter, resourceful and possess willingness to consistently comply with company procedures.
- Problem-solving skills and active listening skills a must
- Experience selling solutions to various departments and levels in banking or similar industry preferred
- Ability to collaborate and work in teams required
- Discipline to handle administrative duties and/or reporting thoroughly and accurately as assigned
- Relationship & account management skills & experience required
- Results-oriented and competitive performer desired
The above is not intended to be an all-inclusive list of the duties and responsibilities of the job described, nor is it intended to be an exhaustive list of the skills and abilities required to do the job. Rather, it is intended only to describe the general nature of the job. Employees may be required to perform duties outside of their normal responsibilities from time to time, as needed.
