Main purpose of position
The development of business growth opportunities by actioning the strategic goals of the organization and delivering a premium class service to our customers and potential customers.
Key performance areas
- Consult, negotiate, and progress deals across all four products to signing with decision makers/business owners
- Source viable opportunities to promote the Connect Group Offering, securing required quote output, and building a pipeline with business owners/decision makers
- Secure meetings with decision makers currently in the market for a cash management solution
- Secure meetings with decision makers under contract with competitors for future pipeline
- Understand prospects' business requirements to provide the correct Connected solution and negotiate objections
- Sell our end-to-end solutions and their benefits
- Build a healthy pipeline on the CRM system (Core Suite)
- Bring in new business to exceed targets across Card Connect, Kazang Connect, Capital Connect, and Cash Connect
- Manage and retain relationships with key industry influencers
- Grow opportunities via referrals, events, and tradeshows
- Fully understand the Connect Group offering to ensure client satisfaction
- Assist in transitioning relationships post-installation to the Account Manager/Hybrid
- Manage customer expectations after signing up for a Connected Product
- Report activity daily via Core Suite and report server
- Manage ongoing promotions, campaigns, and strategic decisions
- Keep prospects informed of product developments/services
- Conduct monthly site visits
- Maintain an accurate customer database and call cycle
- Handle ad hoc requests as needed
Manage the customer portfolio to ensure:
- Manage BTV vs. Actual BTV monthly/quarterly/annually
- Reduce inactive device utilization
- Limit technical call-outs through effective training
- Begin renewal negotiations at 12 months before contract expiry
- Inform customers of changes and new services
- Ensure clients are trained on settlement processes and online portals
- Collaborate with Finance on escalated queries
- Respond to customer queries within 24 hours and resolve within 48 hours
- Continuously train and upskill customers
- Train clients on escalation processes for technical issues, CIT escalations, settlement/reconciliation, and support channels
Number of positions available: 1
Commencement date: Immediately
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