Wealth Client Relationship Manager at TIAA partnering with advisors to support high - net worth clients. Managing client relationships and providing sales support in a collaborative environment.
About the role
- Field Account Manager responsible for selling MRO and Jan/San products in East Bay area. Driving customer retention and securing new accounts through strategic sales plans.
Responsibilities
- Exceeds sales and profit targets in a designated territory by implementing sales and marketing programs and establishing both short and long-term sales strategies.
- Drives growth by securing profitable new accounts through industry research, networking, and proactive prospecting.
- Manages sales and customer retention initiatives efficiently to enhance overall sales performance, profitability, and customer satisfaction.
- Generates a strategic sales call schedule and engages in face-to-face customer visits to identify vital opportunities.
- Implements approved sales strategies to achieve targeted sales outcomes and foster invaluable customer relationships.
Requirements
- 3+ years business to business (B2B) field sales experience
- Proficiency in Salesforce, or similar CRM
- Proactive sales professional with organizational skills
- Ability to prioritize selling activities and administrative tasks
- Able to build and maintain strong relationships with customers, vendors, and internal team members
- Develop and execute a strategic sales plan to manage existing customer base
- Experience with consultative/solution selling preferred
Benefits
- Medical (with Prescription drug coverage)
- dental
- vision plans
- Health care and Dependent Care FSA (as applicable)
- 401(K) with company match
- Paid Holiday
- Vacation
- Personal Time
- Wellness Day
- Paid Sick Time
- Life and Accidental Death & Dismemberment Insurance
- Short and Long-term Disability Insurance
- Critical Illness Insurance
- Accident Insurance
- Whole Life insurance
- Commuter Benefits
- Tuition Reimbursement
- Employee Assistance Program
- Adoption and Surrogacy Assistance
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