Regional Account Executive (RAE) – Southwest US

This is a remote position.

Requirements

RESPONSIBILITIES

• Proactively call and establish relationships with new customers and secure contracts to achieve revenue goals.
  
• Drive revenue growth for an assigned account base by upselling, cross-selling, and expanding the portfolio of solutions and helping to ensure customer satisfaction.
  
• Partner with Sales Development Reps to set meetings with target prospective clients, as well as coordinate additional follow-up activities as needed.
  
• Learn and advocate to position Pinnacle’s full suite of services and products.
  
• Coordinate with sales and marketing leadership to develop territory based marketing and engagement plans that accelerate our customer sales cycle.
  
• Consistently and accurately record all sales activities in CRM.
  
• Provide forecasts on best case and most likely sales volumes over relevant time periods.
  
• Work with Client Services team during the sales cycle to proactively address any obstacles with new customers and properly set expectations for post sales experience.
  
• Work closely with other departments to ensure completion of the sale and/or other sales operations requirements.
  
• Be a positive representative of the company and its brand in the marketplace.
  
• Attend market and company events that drive business prospecting for your territory.
  

COMPETENCIES

• Ability to Multitask: Proven ability to manage multiple issues and/or projects successfully bringing them all to resolution in a timely manner.
  
• Problem Solving: Anticipates problems, recognizes, and accurately evaluates the signs of a problem and analyzes current procedures for possible improvements.
  
• Customer Service: Listens and responds effectively to customer questions; resolves customer problems to the customer’s satisfaction. Respects all internal and external customers and uses a team approach when dealing with customers to exceed customer expectations.
  
• ​Detail Orientation: Thoroughness in accomplishing a task through concern for all the areas involved, no matter how small. Monitors and checks work or information and plans and organizes time and resources efficiently.
  

QUALIFICATIONS

• Associates or bachelor’s degree in Business or related field and 3-5 years’ experience.
  
• Self-motivated and strong work ethic.
  
• 3-5 years’ experience in B2B, sales or business development.
  
• Experience with working in a CRM environment.
  
• Proven ability to achieve and exceed personal quotas and goals.
  
• Strong attention to detail and accurate documentation.
  
• Professional communication skills and ability to connect with finance business leaders.
  
• Positive attitude towards work, teammates and working with colleagues in other departments.
  
• A comprehensive understanding of the retail banking industry, including products, services, processes, regulatory and compliance requirements is a plus.
  
• Ability to travel an estimated 30% of the time to attend industry events to meet with clients, partners, and company team members.
  

REQUIRED LICENSES/CERTIFICATIONS

·       N/A

PHYSICAL REQUIREMENTS/WORK ENVIRONMENT

While performing the duties of this job, the employee is regularly required to stand, walk, sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. On occasion, the employee must be able to lift 35 lbs. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Benefits