Sales Solutions Consultant - Account Management

Perseus Operating Group

$108K — $132K *
US-AnywhereRemote in Jacksonville, FL
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years of business experience, preferably in the mortgage industry
  • Bachelor's degree or equivalent experience
  • Strong understanding of client business processes and needs
  • Excellent presentation and communication skills
  • Experience with product demonstration and solution packaging
  • Demonstrated ability to work independently and in teams
  • Familiarity with competitors' products

Responsibilities

  • Support account managers by addressing client requirements
  • Develop tailored product solutions for client needs
  • Drive solution assurance and commitment processes for functionality gaps
  • Provide guidance for proposal creation and packaging
  • Set up and deliver engaging product presentations to clients
  • Participate in business requirements reviews with clients
  • Offer feedback to product managers regarding client insights

Benefits

  • Medical, dental, and vision insurance options
  • Basic life insurance and short/long-term disability coverage
  • 401(k) plan with company match
  • Minimum of 10 days of vacation for new employees
  • 8 company-paid holidays and 2 personal holidays per year
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.

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