Join us as an Account Manager !

As we build and deliver solutions, we are always guided by these priorities:

• Accuracy
• Timeliness
• Cost effectiveness
• New capabilities

The Role

The Account Executive is responsible for building a sales pipeline through outbound cold calling, prospecting, and follow-up on marketing campaigns. They must respond to inbound customer inquiries promptly, conduct product demos, and create accurate sales proposals. Account Executives are required to maintain precise records in the company’s CRM system and adhere to all company policies. Additionally, they must participate in sales meetings and meet sales targets set by management.

Key Responsibilities

• Build a sales pipeline through outbound cold calling, prospecting, and marketing campaign follow-up efforts to target market prospects and existing customers.
• Respond to all inbound customer inquiries and leads in a timely and professional manner.
• Conduct customer product demos and respond to technical product questions.
• Collaborate with the Sales Team to generate sales proposals.
• Maintain accurate records of all customer interactions on company CRM system, Microsoft Dynamics 365, complying with company CRM policy and procedures.
• Participate in sales meetings to review and discuss sales pipeline, sales productivity, and sales results as requested.
• Meet assigned sales effort and sales results goals as established by management.

Skills and Experience

• Bachelor’s degree with a major in business, marketing, or communication preferred
• Self-motivated and self-disciplined.
• Excellent time management and organization skills
• Excellent verbal and written communication skills
• Professional phone etiquette
• Outstanding customer service skills
• High standards for accuracy and work quality
• Ability to adapt and embrace change
• Critical thinking skills
• Ability to work in a team as well as independently
• Strong analytical and problem-solving skills
• Enthusiasm for learning new things
• Must be local to Texas Area

Preferred Qualifications

• Experience with Azure DevOps, GitHub Actions, or other CI/CD tools.
• Working knowledge of .Net.
• Knowledge of data governance frameworks and SOC 2 compliance.
• Exposure to financial services, credit union, banking data environments.
• Must be local to Malvern, PA

Apply Now