This position reports to the Executive Sales Director and is responsible for all sales and client relationships within the assigned territory.
Responsibilities include identifying performance challenges of existing and prospective clients, managing client/prospect communications and follow-up activities to ensure expectations and contractual objectives/deliverable deadlines are met, and managing an off-site executive assistant.
Candidates must have the ability to analyze and interpret complex documents and mathematical concepts, excellent oral and written communications skills, and be knowledgeable of general software such as Microsoft Office applications. Experience with a CRM tool is preferred. To perform this job successfully, candidates should be proven problem-solvers and must be able to travel extensively. A bachelor’s degree from a four-year college or university and one- to two-years related sales experience and/or training; or equivalent combination of education and experience are required. Direct experience with the financial services industry is preferred.
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