Regional Account Manager

This is a fully remote position, open to applicants in Texas.

📋 Description

• Oversee, expand, and maintain a revenue portfolio ranging from $20-50M+.

• Formulate and execute a sales strategy for Regional Accounts aimed at meeting revenue and growth objectives.

• Examine market trends, competitive environments, and customer requirements to spot opportunities and potential risks.

• Take ownership of monthly, quarterly, and annual sales goals, developing actionable plans and initiatives to ensure success.

• Cultivate and sustain strong relationships with key clients and partners, guaranteeing high levels of customer satisfaction and retention.

• Work collaboratively with clients to comprehend their needs, preferences, and challenges, customizing solutions to effectively address them.

• Create and oversee sales forecasts, promote growth in the sales pipeline, and actively participate in sales campaigns.

• Negotiate and finalize agreements, contracts, and partnerships that align with the organization’s goals.

• Propel revenue growth by meeting sales targets and optimizing profitability.

• Adhere to all sales processes, ensuring efficiency, consistency, and compliance with company policies and procedures.

• Collaborate with departments such as customer experience, legal, marketing, product development, and operations to align strategies and deliver integrated solutions.

• Foster effective communication and teamwork across cross-functional groups to enhance organizational success.

• Serve as the client ambassador and escalation point for your Regional Account clients.

• Travel is required (up to 50%) within the territory to establish relationships and discover new opportunities.

⛳️ Requirements

• Bachelor’s degree in Business Administration, Sales, Marketing, or a related discipline.

• Demonstrated success in solution-based selling and revenue growth within mid-market accounts, preferably in the financial services sector.

• 5+ years of sales experience, with a background in financial institutions and related sales experience preferred.

• Proficiency in using SFDC and Dashboards (Power BI, etc.) for pipeline management.

• Strong grasp of financial institution market dynamics, trends, and challenges.

• Exceptional negotiation, communication, and relationship-building abilities.

• Ability to influence outcomes and navigate mid-market accounts to efficiently reach decision-makers and identify budgets, priorities, and critical events within a client.

🏝️ Benefits

• Health insurance

• 401(k) matching

• Flexible work hours

• Paid time off

• Remote work options