Account Executive Team Lead

Job Description

Team Lead

Guides and leads a team of employees within the assigned sales division. Communicates sales goals, territory updates, safety practices, and timelines to the team. Motivates team members with sales activities and assists with assessing performance. Provides help to management, including schedules, hiring, and training. Keeps management updated on team performance, as well as analyzes sales data.

Essential Job Functions (\*\=Non\-essential tasks):

• Assists the assigned sales team with the coordination of work, sales activities, territory reviews, goal achievement, and sales initiatives
• Provides direction on issues and problems. Assesses unusual problems, formulates solutions and refers to departmental leadership
• Serves as a liaison with customers and internal departments to ensure smooth operation and overall customer satisfaction
• Evaluates quality issues to identify processes in need of review/revision.
• Performs analysis of sales data in order to provide updates to help guide the team with driving results
• Compiles data and provides regular reports to Sales Leader to illustrate status of team’s goals
• Creates and delivers training to new and existing personnel, ensuring their knowledge base is current
• Oversees employee and team performance; coaches, counsels and motivates employees, assist Director with preparing and delivering performance evaluations
• Investigates complaints, performance concerns, or employee relation issues and assists the Director with disciplinary action as needed, in consultation with Human Resources
• Assist/Undertakes projects that are defined by Director and ensures project deadlines are met

Account Executive

Incumbent is responsible for consulting with parishes, schools and/or dioceses to develop strategies and sell OSV products and services associated with those strategies. The Account Executive will incorporate the full breadth of OSV products and services to the extent possible as part of the overall solutions. This role may also be responsible for the overall project manager for customer engagements and the product sales cycle. This position is responsible for following through to close sales and meeting sales goals defined by Sales Leader, maintaining relationships with customers, maintaining and updating customer database, keeping product knowledge current, managing and utilizing OSV resources effectively.

The incumbent will create a plan to develop relationships across the territory which will result in successful engagements at parishes, schools and dioceses yielding both high levels of customer satisfaction and attainment of revenue goals for the territory. The incumbent will review territory status on a periodic basis, including customer satisfaction levels, won/lost business, new business and any outstanding issues. The incumbent will provide recommendations for new product and service offerings to product managers.

Essential Job Functions (\*\=Non\-essential tasks):

• Sell and manage sales engagements, which result in increased support for parishes, schools and/or dioceses
• Manage all related operations ensuring achievement of organizational sales goals as needed
• Develop strong positive relationships contacts at assigned dioceses, schools, and parishes which result in repeat business
• Develop a thorough understanding of diocesan and parish organizations and business processes as appropriate
• Develop annual revenue and sales plans for assigned territory. This includes understanding key value drivers for those organizations and proposing appropriate OSV solutions to provide value
• Conduct presentations and workshops as appropriate
• Be a strategic partner who proactively offers new solutions to benefit the customers and to help their respective programs
• Provide regular updates and status against plans for OSV management team to include recommendations and business justification to OSV for changes to products and services or new products and services
• Work closely with pre\-production and production teams, administrative teams, and others to ensure timely response to client requests, and resolution of any problems
• Coordinate resolution of customer issues in a timely manner making follow up calls as required
• Use CRM to document calls, track opportunities, and assign all order changes
• Use other tools as needed to provide sales revenue reporting, revenue retention reporting (increased/decreased revenue) and Customer Satisfaction
• Collaborate with production and marketing staff on campaign\-related collateral materials and events, ensuring timeliness, accuracy and consistency of messages
• Assist with ongoing measurement of financial success of engagements, both for the client and internally
• Ability to travel to conventions, diocesan events, or customer meetings
• Other duties as assigned

Required Skills

• Excellent verbal and written communication
• Ability to manage statistical data in order to drive effectiveness and devise strategic plans
• Ability to discover needs and sell products and services
• Strong relationship building skills required
• Detail\-oriented with the ability to take initiative and work independently
• Ability to set and meet goals without supervision
• Organizational skills with the ability to multi\-task
• Team player
• Problem solving skills

Required Experience

• Proficient with Word, Excel, PowerPoint and Outlook
• Minimum of 5 years of consulting, customer service or sales experience, including large account management experience
• Territory planning experience
• Proven record of revenue results with high levels of customer satisfaction
• Experience working with various organizations within the Church with proven success
• Completed Business or Communication classes
• Knowledge of business management and planning
• Fundraising Experience
• Knowledge of or experience with Catholic school and/or parish markets preferred
• Must be willing to travel 50%
• Ability to meet daily goals and meet deadlines
• Daily customer calls and/or visits in the field
• Ability to set up a home office
• Evening and weekend work required periodically throughout the year
• Knowledge of selling techniques and ability to close sales is preferred, but training will be provided
• Self\-starter
• Must have a valid driver’s license with an acceptable driving record that meets company requirements

Education:

• Bachelor’s Degree is preferred; however, a combination of relevant work experience and education will be considered.

Compensation

OSV recognizes that its employees work in many different states and therefore may be affected by different laws. It is OSV’s intention to comply with all applicable federal, state, and local laws that apply to the Company’s employees.

Salary Statement:

Offered compensation is determined based on market data, internal equity, and an applicant’s relevant skills, experience, and educational background.

General Salary Range: $50,000 \- $54,000

This position is a remote position and will be working from a home office.