Account Executive

San Jose, CA, United States

Reporting to the Sales Manager, the Record Storage (RS) Account Executive is responsible for outside sales activities in order to increase revenue through sales, and service and by generating new customers, and additional business from existing customers. This individual will generate new business from new customers, and, when directed, incremental business from existing clients, continually increasing profitable revenue in the record storage Product Line.

As an individual contributor, the RS Account Executive will partner with the Operations team to provide the best outcome for the customer experience from the sales process to the completion of client onboarding. It is expected that this position will participate in and assess all aspects of the Product Line, including quoting and pricing, managing sales, project management activities, and, occasionally, collections. An integral part of a successful outcome is partnering with all departments for an end goal of customer satisfaction resulting in company success.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Sales Management Duties:

Conduct sales activities which include cold calling to generate new business and for acquiring an additional business with existing customers.

Develop, conduct, and coordinate sales presentations for potential new and existing customers.

Prospect (including through research) and network daily to generate leads, which includes joining or developing applicable Lead Groups and other Business/Social Organizations

Make follow-up calls daily to work the sales process of converting Leads to Accounts, and Accounts to Accounts providing opportunities and then closing those opportunities, eventually developing New Clients with repetitive business.

Properly complete all necessary and required new client documents including signed agreements, credit checks, and A-Sales submissions.

Collaborate with Operations, Product Line Manager, and/or Sales Manager for large and multi-location clients, before presenting the price and scope to the Client.

Build and maintain successful relationships with all internal departments with active listening, positive attitude, open and honest communication, respect, and appreciation.

Compile competitive information and work with the Product Line Manager and Sales Manager to formulate competitive strategies and programs.

Perform headquarter calls on key accounts, and perform other client relationship improvement activities on a consistent and relevant basis.

Provide regular reports as requested by management on general activity in all market areas, through the company’s CRM system (Salesforce) and manually when necessary.

Coordinate sales efforts with the Sales Manager for maximum sales return.

Customer Relations:

Perform Account Management services, including but not inclusive of performing walkthroughs for estimation purposes; provide detailed account setup information for the client and Corodata Operations, manage and properly communicate expectations, both for and of the Client, professionally answer/address customer questions, and concerns and escalate issues when necessary.

· Strategically partner with all internal departments to ensure customer success, which includes, but is not limited to, equipment changes, communications from the customer, collections, billing issues, and concerns.

· Join the Operations team to meet with customers to explain the operations, security, and processes for transportation and warehouse.

· Compiles competitive information and formulates competitive strategies and programs designed to grow revenue.

· May perform Trade Show activities, e.g., booth set up, booth assignments, organizing appointment schedule, booth break down, and the show follows up.

· Makes in-person or virtual calls on key accounts, and performs other client relationship improvement activities on a consistent and relevant basis.

· Interact with customers in person and via telephone, video calls, text, and email to ensure complete customer satisfaction in all matters related to the operation.

Training and Development:

Become proficient in the company’s chosen Customer Relationship Management software (Salesforce), and then utilize the software program daily to manage the sales process and efficiently generate new business.

Promote Corodata’s Mission and Vision Statements.

· Continuously promotes compliance with company policies and procedures.

· Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks.

· Committed to diversity, respectful workplace, developing employees and leadership. By example and actions, this position promotes fair and exemplary people practices.

Safety:

· Ensure the highest standards of safety, productivity and customer service are exceedingly daily.

Other Duties:

· Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION and/or EXPERIENCE:

Required:

· BA/BS degree in Business Administration; or a combination of education and equivalent experience.

· Minimum 5 years experience in outside sales, preferably in the commercial moving, logistics, or supply chain, with a successful track record of achieving sales revenue and target margins and effectively managing customer relationships.

· Excellent phone etiquette

· Advanced MS Excel knowledge.

· Proficient in MS Office applications.

· Expert knowledge of Microsoft Office Suite.

Preferred:

· Service industry experience is highly desirable.

· Experience with process improvement teams.

POSITION TYPE/EXPECTED HOURS OF WORK:

1. This is a full-time, exempt position.

2. Employees may be required to work late evenings or weekends depending on the business needs.

TRAVEL:

50% travel throughout the assigned geographical area to meet with customers and walk customer sites.

AAP/EEO STATEMENT:

The Company provides equal employment opportunities to all employees and applicants for employment activities and prohibits discrimination and harassment of any type, based on their actual or perceived: race, religious creed, color, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital status (including registered domestic partnership status), sex and gender (including pregnancy, childbirth, lactation and related medical conditions), gender identity and gender expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), age (40 and over), sexual orientation, Civil Air Patrol status, military and veteran status and any other consideration protected by federal, state or local law (collectively referred to as "protected characteristics").

OTHER DUTIES:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

REASONABLE ACCOMMODATIONS:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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