Customer Service Representative handling insurance account inquiries and providing documentation in Texas. Collaborating with clients and team to enhance customer service and maintain policies.
About the role
- Managing client accounts and sales processes for ERP software solutions. Collaborating with teams for effective sales strategy and customer satisfaction.
Responsibilities
- Lead the end-to-end consultative sales process for ERP solutions, from needs diagnosis to closing.
- Manage opportunity pipeline with a focus on conversion rates and sales cycle duration.
- Identify customer pain points and translate needs into clear, compelling value propositions.
- Prepare, present and negotiate commercial proposals, contracts and contract amendments.
- Act strategically during negotiations and closing, addressing technical and financial objections.
- Collaborate closely with pre-sales, consulting and implementation teams to ensure solution feasibility.
- Maintain active relationships with decision-makers (directors, finance managers, IT and operations).
- Monitor sales KPIs and report closing forecasts.
- Drive upsell and cross-sell initiatives within the customer base.
- Ensure an efficient handover to post-sales to avoid rework and reduce churn.
Requirements
- Proven experience selling ERP systems or B2B software.
- Knowledge of business processes: Finance, Tax/Accounting, Procurement, Inventory and Production (a plus).
- Ability to read and interpret contracts, proposals and licensing models.
- Advanced use of CRM systems (pipeline management, forecasting, conversion rates).
- Understanding of pricing, margins and cost structures.
Benefits
- Allowance (expense stipend)
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