Account Manager focused on growing Group Benefits by developing relationships with Benefit Advisors and managing accounts. Seeking a proactive individual with group insurance knowledge.
About the role
- Account Manager managing strategic client relationships and maximizing customer value at Forterro. Collaborating with teams to drive upselling and customer satisfaction.
Responsibilities
- Proactively manage and maintain relationships with approximately 75 customers.
- Prioritise your customer base to ensure the greatest level of focus is placed on those with the highest potential.
- Exceed targets by upselling the following solutions to existing customers: Cloud Conversions, Additional Licenses / Modules and Recurring services.
- Leverage your sales metrics to develop short, medium and long-term sales plans to exceed your targets.
- Engage in the Opportunity Planning process, engaging the virtual team and ensuring the highest conversion rates.
- Build Account Plans that clearly articulate the customers objectives and challenges, how our solutions can help along with a tangible action plan to achieve results.
- Gain command of our corporate message, leverage data and insights to identify growth opportunities to help clients understand and grow their business.
- Conduct well-informed and consultative meetings with senior level executives to understand their objectives and clearly articulate how our solutions can help.
- Adhere to the Forterro Sales Process and adopt our sales best practices which includes MEDDPICC qualification and the creation of sales artefacts.
- Negotiate contracts that align with our profit targets whilst ensuring maximum value to the customer.
- Exceptional Salesforce hygiene to track customer activity, pipeline management and forecasting Prepare and present sales forecasts and performance reports to senior management.
Requirements
- Demonstrable track record of consistently growing existing customers in the high tech/SaaS space.
- Consistent and proven delivery of attaining quota targets and expert pipeline management.
- Well versed in value-based solution selling.
- Passionate about forecast accuracy, and dedicated follow up skills that allow nothing to fall through the cracks.
- Extremely well-versed in wholesale, distribution, manufacturing industries is a plus.
- Great presentation skills along with high confidence in engaging with decision makers.
- Powerful communication and interpersonal skills.
- Highly articulate via phone, email and in person is a differentiator, along with a positive engaged approach to working collaboratively with internal colleagues and external partners.
- Inspired by working in a constantly changing and evolving work environment where growth is non-stop.
- Savvy with Salesforce, PowerPoint, Word and Excel preferable.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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