Sales Executive III - Client Management
Job Description
GENERAL DUTIES & RESPONSIBILITIES
• Works to achieve assigned annual sales quota.
• Manages, plans, organizes, leads and controls balanced sales growth, continued account penetration and customer satisfaction on a long-term multi-year focus.
• Acts as primary liaison between client and FIS and understands client needs including financial expectations and restrictions.
• Develops and executes account plans to ensure continued revenue growth from account base.
• Performs detailed territory review for management (1st Quarter) providing information on assigned client base.
• Demonstrates product and industry knowledge including various solutions, market strategies and competitive intelligence.
• Prepares and presents proposals to clients utilizing FIS resources and tools. Garners sales management approval for proposal generation and may not apply discounts to proposals/contracts without obtaining FIS management approval.
• Structures, negotiates and closes “deals” that meet customer expectations and FIS’s ability to deliver; utilizes appropriate company resources per resources plan to provide product marketing support or specialized product sales expertise.
• Negotiates terms and conditions of FIS contracts with client and ensures terms are within FIS standards.
• Ensures accurate forecasting and pipeline management as well as accurate content and certification of information in EMS (Entity Management System for assigned clients.
• Implements account coverage methodologies that ensure 100% renewal rates of current FIS clients.
• Identifies and reports “at risk” clients and escalates to executive management; prepares, implements and executes “at risk” plan.
• Listens and escalates concerns of customers with regard to current products/services.
• Within client organizations, builds network of both operational and executive C-level users and maintains knowledge of products and services utilized.
• Works directly with Corporate Briefing Team to plan, coordinate and facilitate client meetings at FIS offices and Executive and/or Sales Executive visits and presentations at client on-site facilities.
• Prepares and submits Client Call Report after each client visit.
• Other related duties assigned as needed.
EDUCATION REQUIREMENTS
Bachelor’s degree or the equivalent combination of education, training, or work experience.
GENERAL KNOWLEDGE, SKILLS & ABILITIES
• Good understanding of FIS products and services
• General knowledge of financial and/or payment solutions technology including systems, applications and banking practices
• Requires expert negotiation and communication skills, both written and verbal
• Communicates ideas both verbally and in written form via presentation in a clear, concise and professional manner appropriate to audience including executive levels
• Requires solid decision-making and problem solving skills
• Analytical skills are required to determine client business needs and requirements
• Ability to remain calm under various levels of pressure
• Ability to show established track record of involvement in industry trade groups preferred
• Requires the ability to establish and maintain effective working relationships with all levels of management (internally/externally), employees, clients and public