SMB Sr. Account Manager

Tridea Partners   •  

Solana Beach, CA

Industry: Technology


5 - 7 years

Posted 33 days ago

The SMB Sr. Account Manager primary responsibility is to work with existing customers and assigned leads to qualify software prospects, rapidly design and execute on a business development plan for these prospects and foster positive client relationships with existing clients, which lead to closed sales.

Duties & Responsibilities

  • 100%-time allocation to sales and lead generation within assigned region
  • Manage sales cycle and maintain positive relationships with customers throughout the entire sales process
  • Maintain strong client relationships and develop customer loyalty with assigned existing clients
  • Perform account planning to service the demands of the existing customer and understand the customers needs in near and long term.
  • Generate customer leads through networking, cold calling, professional organizations and other business relationships
  • Provide timely follow up to any assigned leads
  • Participate in company marketing events and sales meetings
  • Actively participate in local/regional GP User Group events
  • Provide proper reporting and revenue forecasting to management
  • Qualify and forecast deals accurately and consistently meet or exceed quota
  • Assist in customer and vendor issue resolution or escalation, as needed
  • Maintain internal CRMdatabase for all assigned accounts, contacts and opportunities
  • Travel up to 25% of the time

Credentials & Experience

  • College degree in a related discipline required
  • Professional certification and accreditation a plus
  • Microsoft Dynamics certification(s) in related discipline a plus
  • Five or more years of experience with SMB ERP Sales

Knowledge & Skill Requirements

  • Knowledge of best practices, principles and procedures as related to mid-to-large scale business processes
  • Demonstrable knowledge of applying sales techniques within SMB ERP Sales
  • Ability to understand, communicate, and interpret client business processes and requirements
  • Ability to thrive in a collaborative atmosphere
  • Excellent organizational skills with the ability to balance multiple demands
  • Microsoft Dynamics GP or comparable sales experience a plus
  • Exceptional customer service skills
  • Effective time management skills
  • Excellent written and oral communication
  • Ability to deliver effective presentations to a variety of audiences
  • Basic knowledge of ERP systems as they relate to effective and efficient business processes
  • Ability to communicate effectively with all levels of an organization
  • Ability to establish priorities, work independently and proceed with objectives with little supervision
  • Demonstrated ability to resolve conflict.