Account Manager

Inspired HR; Vancouver; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A professional services firm in Vancouver is seeking an Account Manager to secure sales from existing and prospective clients through a B2B consultative approach. Key responsibilities include qualifying leads, managing client expectations, and assembling data in Salesforce. The ideal candidate will have excellent communication skills and a strong sales cycle understanding. This role allows for remote work following initial training.

Qualifications

• Post-secondary education in Sales, Marketing, or Business preferred.
• Minimum of 1 year in inside sales or telephone customer service.
• Basic knowledge of MS Office and Salesforce.

Responsibilities

• Qualify assigned leads in the set timeframe.
• Secure sales to reach and exceed monthly goals.
• Manage client expectations and deliver a positive customer experience.
• Assemble accurate information in Salesforce.
• Oversee full cycle client experience.

Skills

Multi-tasking

Verbal communication

Written communication

Self-motivated

Sales cycle understanding

Relationship building

Education

Post-secondary education in Sales, Marketing, Business

Tools

MS Office (Outlook, Excel, Word, PowerPoint)

Salesforce

Job description

Overview

The Account Manager (AM) is responsible for securing sales from existing and prospective clients through a B2B and solution based consultative selling approach. The incumbent is driven to provide a high level of customer service and provides the Heirsearch client with the highest level of professionalism while closing sales and reaching monthly sales goals.

Duties & RESPONSIBILITIES

• Responds to and qualifies assigned leads in the set timeframe


• Secures sales from existing and prospective clients to reach and exceed monthly sales goals


• Manages client’s expectations and delivers a positive customer experience to ensure repeat and referral business


• Assembles accurate and complete information to enter and track in Salesforce CRM system


• Sales project participation as assigned from time to time


• Oversees and manages the full cycle client experience


• Collaborates with the research team to troubleshoot and resolve issues related to client files

Skills & Abilities

• Able to multi-task and work in a fast-paced environment


• Excellent verbal and written communications skills


• Ability to work as an individual and within a team environment


• Self-motivated with a high desire to learn and succeed


• A strong understanding of the sales cycle with the ability to be flexible


• Ability to build relationships (both internal and external) based on trust, respect and confidence

Qualifications & Requirements

Education

• Post-secondary education in Sales, Marketing, Business or equivalent years of experience preferred

Experience

• Minimum of 1 year inside sales or telephone customer service - with legal and/or financial institution experience considered an asset

Computer

• Basic knowledge of MS Office: Outlook, Excel, Word & PowerPoint, Salesforce (or like CRM system)

Work Environment

• Remote work upon completion of initial onsite training


• Client interaction via telephone and e-mail


• Travel is not a requirement but may be a future opportunity