Sales Solutions Consultant - Account Management

Perseus Operating Group

$108K — $132K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years of business experience in relevant marketplaces, particularly mortgage industry.
  • Bachelor's degree or equivalent experience in related fields.
  • Strong understanding of product functionalities and client needs.
  • Excellent organizational and project management skills.
  • Ability to collaborate effectively in team settings and independently.
  • Familiarity with competitor offerings and industry trends.
  • Exceptional presentation and communication skills, including at the senior management level.

Responsibilities

  • Support account managers in addressing client needs using product knowledge.
  • Develop tailored product solutions to meet specific client requirements.
  • Initiate and drive the solution assurance process for functionality gaps and client requirements.
  • Facilitate internal commitments to perform project work according to solution documents.
  • Guide the account management team in proposal creation and packaging.
  • Participate in client requirement reviews and product release processes.
  • Deliver product presentations and maintain product demonstration materials.

Benefits

  • Wide range of medical, dental, and vision insurance options.
  • Basic life insurance and short/long term disability coverage.
  • 401(k) plan participation with company matching.
  • Minimum of 10 days vacation, sick leave, and company holidays.
Full Job Description
Location: Remote (US)
Travel Requirement: 10-30%

Overview:

The Sales Solutions Consultant - Account Management, is a career professional role supporting the Account Management team by understanding client requirements, identifying product functionality gaps, and developing tailored solutions.

The ideal candidate will have industry experience in the mortgage space and assist in recommending and packaging the best possible products or services for clients.

This journey-level position typically requires 8+ years of business experience in the marketplace. The role operates with minimal day-to-day supervision and receives general guidance on new projects or assignments.

GENERAL DUTIES & RESPONSIBILITIES
  • Plays an integral role in the account management and retention process by utilizing knowledge of products and their capabilities to assist account managers in addressing client requirements.
  • Develops appropriate product solutions to meet client business requirements.
  • Drives solution assurance process on behalf of account managers to obtain client requirements, identify and prioritize functionality gaps with the account manager and the client, initiate request-source process to obtain estimates to address functionality gaps or define appropriate workarounds, and gather all necessary information for internal suppliers to commit to performing the conversion.
  • Drives commitment process on behalf of account managers to obtain internal commitment to perform work defined in solution assurance documents.
  • Provides direction to account management team for creation and packaging of proposals.
  • Provides input to appropriate sections of Requests for Proposal and Requests for Information.
  • Sets up and delivers product presentations/demonstrations to clients either in person or via web-based tools.
  • Creates and maintains product presentations.
  • Participates in business requirements review with client.
  • Participates in product release process.
  • Provides feedback on client requirements to Dark Matter product managers on regularly scheduled basis.
  • Interacts with vendors and other organizations where appropriate to evaluate third-party vendor opportunities and solutions.
  • Develops and presents proposals to Business Review for approval.
  • Performs other related duties as assigned.


GENERAL KNOWLEDGE, SKILLS & ABILITIES
  • Possesses knowledge of industries our applications are typically used in (e.g., banking, mortgage, utilities, etc.)
  • Possesses a good understanding of technologies required to support Dark Matter products
  • Applies understanding of business unit processes to support client needs
  • Functions as a client advocate and supports enhancement estimation activities
  • Requires excellent presentation, writing, organizational, and project management skills
  • Works well independently as well as collaboratively in a team environment
  • Familiar with competitors and their products
  • Demonstrated ability to interact with and communicate effectively with senior management

EDUCATIONAL GUIDELINES
Bachelor's degree or the equivalent combination of education, training, or work experience.

FLSA Designation (US Only):

Exempt

Salary Range:
The estimated base salary range for this role is USD$108,000.00 - USD$132,000.00 per year. We include salary ranges in job postings only where required by applicable pay transparency laws, based on the jurisdictions in which the role may be performed. The posted range is a good faith estimate and reflects factors that are subject to change. Final offer amounts may vary based on job-related factors, including work location, candidate experience and expertise, and other relevant considerations.

Other Compensation (US Only):

Sales positions may be eligible to participate in the business commission plan. Plan details will be provided to you upon hire.

Benefits (US Only):

Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match).

Time off (US Only):

The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.

#LI-MA1

#DMT

Similar Jobs

More Jobs at Perseus Operating Group

More Finance & Insurance Jobs

Find similar Sales Solutions Consultant - Account Management jobs: