Account Expert, ENT & STR Virtual Business

About the position

This role is essential for acquiring new business customers within targeted enterprise and strategic accounts with decentralized purchasing models. It involves prospecting sales leads, conducting discovery conversations, and promoting relevant products and services to potential customers. The role requires managing business verification, credit underwriting, customer protection reviews, and coordinating with fraud teams. Success is measured by meeting and exceeding monthly sales quotas through effective customer acquisition and account management. The work impacts organizational growth by expanding the customer base and supporting post-sale customer needs throughout account ownership.

Responsibilities

  • Engage in daily customer communication and follow-up to generate and qualify new business opportunities
  • Conduct research to understand customer needs and tailor product and service messaging accordingly
  • Manage the sales process from initial contact through proposal development to order finalization
  • Complete required training to maintain up-to-date knowledge of products and services
  • Manage business verification, credit underwriting, customer protection, and collaborate with fraud teams to ensure compliance
  • Other duties/projects as assigned by business management as needed

Requirements

  • High School Diploma/GED (Required)
  • 2-4 years - Inside, outside, retail, or similar sales position
  • Less than 2 years - Customer service, sales and/or retention
  • Excellent communication and interpersonal skills, with the ability to effectively convey information and build relationships with clients and team members.
  • Strong written and verbal communication abilities. (Required)
  • Strong organizational skills and attention to detail, with the ability to manage multiple tasks and priorities effectively. (Required)
  • Self-motivated with a results-driven mindset, demonstrating initiative and the ability to work independently. (Required)
  • Ability to work independently and as part of a team, collaborating with colleagues to achieve common goals. (Required)
  • Proficiency with Microsoft Office Suite, including Word, Excel, PowerPoint, Teams, and Outlook. (Required)
  • At least 18 years of age
  • Legally authorized to work in the United States

Benefits

  • Competitive base salary and compensation package
  • Annual stock grant
  • Employee stock purchase plan
  • 401(k)
  • Access to free, year-round money coaches
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Flexible spending account
  • Paid time off
  • Up to 12 paid holidays
  • Paid parental and family leave
  • Family building benefits
  • Back-up care
  • Enhanced family support
  • Childcare subsidy
  • Tuition assistance
  • College coaching
  • Short- and long-term disability
  • Voluntary AD&D coverage
  • Voluntary accident coverage
  • Voluntary life insurance
  • Voluntary disability insurance
  • Voluntary long-term care insurance
  • Mobile service & home internet discounts
  • Pet insurance
  • Access to commuter and transit programs
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