Sales Account Representative (K-12 & Institutions)

dfa; New York (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

dfa is seeking a Sales Representative to support assigned accounts and pursue new business in the United States, especially New York. You will build strong relationships, understand customer needs, and provide effective solutions to meet revenue targets.

You will collaborate with operations, logistics, product development, and marketing to resolve issues, manage accounts, and drive growth. Requires 2+ years' experience with K-12 customers and an undergraduate degree in business or related field.

Qualifications

• Undergraduate degree in business, sales, marketing, or related curriculum (or equivalent combination of experience and education)
• 2+ years of experience dealing directly with K-12 schools and institutions required
• Certification and/or License – may be required during course of employment

Responsibilities

• Act as primary contact for customers; address inquiries promptly
• Collaborate with internal groups to solve customer issues and ensure satisfaction
• Maintain accurate records of customer interactions, sales activities, and pipelines
• Utilize systems such as Salesforce/Power BI, inventory and logistics systems
• Analyze customer accounts to identify growth opportunities
• Present and promote products or services to existing customers
• Prepare and deliver sales presentations and proposals for products/services
• Initiate and close sales calls under guidance
• Generate regular reports on sales performance and account status
• Stay informed about market trends and customer needs

Job description

Focus on supporting assigned accounts, while also looking for new sales/business opportunities. Develop positive relationships and interactions with customers to understand their needs, provide solutions, respond to inquiries, handle and resolve issues, and ultimately help to achieve sales targets and revenue goals. Help to facilitate and participate in cross-sell opportunities, new account prospecting, and sales calls. Develop knowledge of the company's products, product lines, and/or services; existing customers and potential customer landscape; consumers; the sales process; and industry trends.

Job Duties and Responsibilities

• Act as a primary point of contact for customers and address their inquiries and concerns promptly. Proactively provide information or respond to inquiries about accounts, products, and services or information concerning pricing, changes in service, discontinuance, shipping, etc.
• Collaborate with colleagues and internal groups (operations, logistics, product development, marketing) as needed to solve customer issues and ensure customer satisfaction
• Maintain accurate records of customer interactions, sales activities, and sales pipelines
• Utilize the various systems and processes such as the order process, Salesforce/Power BI, inventory management, logistics systems, supply/demand planning, etc.
• Analyze customer accounts to identify growth opportunities and areas for improvement
• Present and promote products or services to existing customers effectively
• Assist in preparing and delivering sales presentations, product demonstrations, and proposals on existing and new products and/or services. Educate clients on the benefits and features of the products and/or services
• Initiate and close sales calls with customers under sales management or senior team member guidance
• Generate regular reports on sales performance and account status. Interpret sales reports to leverage DFA’s position (e.g., ranking, ACV, market share, sales movement)
• Participate in meetings with the sales team, marketing, and product/service development teams to align strategies and offerings
• Stay informed about market trends, industry developments, and customer needs
• May be accountable for the delivery of assigned volume, profit, and administrative targets for the assigned region or accounts
• The requirements herein are intended to describe the general nature and level of work performed by employee, but is not a complete list of responsibilities, duties, and skills required.Other duties may be assigned as required

• Undergraduate degree in business, sales, marketing, or related curriculum (or equivalent combination of experience and education)
• 2+ years of experience dealing directly with K-12 schools and institutions required
• Certification and/or License – may be required during course of employment

Knowledge, Skills, and Abilities

• Knowledge of sales techniques
• Knowledge of and skill with Microsoft Office Suite and company computer systems
• Able to establish and maintain positive relationships with internal and external customers
• Able to demonstrate excellent customer service skills
• Able to communicate clearly and effectively, both verbally and in writing
• Able to organize time, energy, and resources effectively to achieve goals (i.e., organizational skills)
• Able to work well under pressure and adapt to changing organizational and operational needs
• Able to resolve problems
• Able to deliver on commitments and deadlines
• Able to work independently and as part of a team
• Must be able to read, write and speak English

An Equal Opportunity Employer including Disabled/Veterans