PURPOSE:
The Sales Executive supports the Conversion Assistance Services department in identifying and maximizing revenue of our document scanning services, capture solutions, and remittance processing business.
JOB DESCRIPTION:
ROLE AND RESPONSIBILITIES:
- Responsible for identifying and maximizing revenue within assigned territory
- Responsible for building and maintaining relationships and ensuring customer satisfaction
- Contact new and existing customers to discuss their needs, and to explain how these needs could be met by our specific products and services
- Answer customers’ questions about products, prices, availability and other terms
- Quote prices, terms and other bid specifications within ibml product and pricing guidelines
- Maintain customer records using ibml automated systems
- Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and attending trade shows and conferences
- Prepare sales contracts for orders obtained and submit orders for processing.
- Collaborate with colleagues to exchange information, such as selling strategies or marketing information
- Assist in the collection of monies due and in the resolution of problems causing delay in payment
PREFERRED SKILLS, QUALIFICATIONS AND EDUCATION REQUIREMENTS:
- Bachelor’s degree in Business Management or related field (Engineering, Computer Science, MIS, Business or equivalent degree)
- Minimum 3 years of B2B sales experience with document imaging and data capture services.
- Prior Banking and Cash Management Sales experience is highly preferred, particularly in the Community Banking Market.
- Experience in check payment processing and remittance processing is preferred.
- Good working knowledge of PC’s and electromechanical paper handling devices such as copiers, printers, and scanners is a plus
- Knowledge in principles and methods for promoting and selling products and services.
- Ability to travel to local and regional clients
- Excellent oral and written communication skills
- Excellent planning, presentation and organization skills
- Strong client service orientation
- Realistic scheduling and observance of deadlines
- Integrity, creativity, intellectual curiosity, high standards, persistence, and achievement-oriented
- Ability to work collaboratively in a team-based environment
- Ability to prioritize and work independently without supervision
- Proficient knowledge in Microsoft Windows and Microsoft Office 365 Applications (PowerPoint, Word & Excel)
ADDITIONAL NOTES
Candidate must reside in the Dallas area.
