Account Executive

Certified Credit; Ontario; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading company in the financial sector is seeking a Mid-Senior level professional to drive business growth through strategic sales and client management. The ideal candidate will possess strong communication skills and a proven track record in sales, particularly in the financial services industry. This role involves collaborating with internal teams, maintaining client relationships, and leveraging CRM tools to achieve sales targets. Join a dynamic team committed to innovation and diversity in the workplace.

Qualifications

• 3-5 years of experience in sales or account management.
• Proven track record of meeting or exceeding sales targets.

Responsibilities

• Generate new business opportunities and maintain client relationships.
• Document interactions in the CRM system.
• Coordinate product demonstrations and training sessions.

Skills

Communication

Interpersonal Skills

Organizational Skills

Analytical Skills

Education

Bachelor's degree in Business

Bachelor's degree in Marketing

Tools

CRM Software

Job description

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About Us

With the passion of a startup and the experience of over 35 years in business, Certified Credit is a nationwide information firm specializing in Mortgage Settlement Services, Employment and Background Checks, and Tenant Screening. We have earned a reputation for offering excellent service, technological efficiency, and a full spectrum of products. As a Dodd-Frank Section 342 Vendor, we are committed to supplier diversity in the financial sector, which allows us to effectively reach emerging and diverse markets.

Our innovative product offerings and leading-edge analytics combine with industry experience to create unique expertise. With bi-coastal customer service centers, we offer a full twelve hours of customer service coverage, ensuring our commitment to serving our customers with passion, experience, and innovation. Certified Credit is also proud to support NAMMBA's mission of increasing diversity and inclusion in the Mortgage and Real Estate Finance industries.

Your Profile

As a key contributor to Certified Credit's growth and success, you will play a pivotal role in expanding our company's market presence by generating new business opportunities and maintaining strong, long-lasting relationships with existing clients. This role involves a strategic blend of sales prospecting, client management, and collaboration with internal teams to deliver exceptional service and drive revenue growth.

Key Responsibilities

• Regularly communicate with the Vice President of Sales to provide updates on client and prospect interactions, ensuring alignment with the company's strategic goals
• Actively attend and contribute to bi-weekly internal sales meetings, sharing insights, strategies, and progress with the broader team
• Develop and adhere to a structured daily routine that balances new client prospecting with ongoing account management, ensuring consistent pipeline growth and customer satisfaction
• Promptly follow up on inbound sales inquiries directed by the Vice President of Sales, ensuring timely and effective responses to potential clients
• Identify and pursue new sales opportunities through networking, participation in industry events, and collaboration with the marketing team to leverage campaigns that reach target audiences
• Efficiently create and manage opportunities within the CRM system, ensuring accurate and up-to-date records as opportunities progress through the sales cycle
• Meticulously document daily interactions with both current customers and prospects in the CRM system, maintaining a comprehensive record of engagement
• Coordinate and lead product demonstrations and training sessions for potential and existing clients, showcasing the value and functionality of Certified Credit's offerings
• Develop a deep understanding of Certified Credit's product portfolio and industry trends to confidently present and position solutions to clients
• Facilitate the preparation, negotiation, and execution of product agreements and addendums, ensuring all client requirements are met
• Provide professional, responsive post-sales support to enhance customer satisfaction and loyalty, addressing any issues promptly and effectively
• Maintain regular contact with clients to gain insights into their needs, tailoring solutions to better serve their objectives and fostering long-term partnerships
• Proactively identify and pursue upselling opportunities within existing accounts, contributing to the overall revenue growth of the company
• Act swiftly to address customer inquiries, involving relevant departments when necessary to ensure a swift and satisfactory resolution
• Stay informed about the company's credit platform, as well as leading industry Loan Origination System (LOS) and Point of Sale (POS) technologies, to provide knowledgeable advice and solutions to clients

Requirements

• Bachelor's degree in Business, Marketing, or a related field is preferred
• A minimum of 3-5 years of experience in a sales or account management role, preferably within the financial services or credit reporting industry
• Proven track record of meeting or exceeding sales targets and developing long-term client relationships
• Skills :
• Strong communication and interpersonal skills, with the ability to effectively present and negotiate with clients at all levels
• Proficiency in CRM software, with a strong aptitude for learning and adapting to new technologies
• Excellent organizational and time management skills, with the ability to manage multiple priorities in a fast-paced environment
• Analytical skills with the ability to interpret sales data and identify trends and opportunities
• Willingness to travel as needed to meet with clients and attend industry events
• Self-motivated and results-driven, with a proactive approach to problem-solving and achieving goals

Additional Information

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: IT Services and IT Consulting