RS Account Executive at CORODATA CORPORATION in San Jose, California

Job Description:

$65,000 to $90,000 / annually

Reporting to the Sales Manager, the Record Storage (RS) Account Executive is responsible for outside sales activities in order to increase revenue through sales, and service and by generating new customers, and additional business from existing customers.  This individual will generate new business from new customers, and, when directed, incremental business from existing clients, continually increasing profitable revenue in the record storage Product Line.

As an individual contributor, the RS Account Executive will partner with the Operations team to provide the best outcome for the customer experience from the sales process to the completion of client onboarding.  It is expected that this position will participate in and assess all aspects of the Product Line, including quoting and pricing, managing sales, project management activities, and, occasionally, collections.  An integral part of a successful outcome is partnering with all departments for an end goal of customer satisfaction resulting in company success.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Sales Management Duties:

• Conduct sales activities which include cold calling to generate new business and for acquiring an additional business with existing customers.


• Develop, conduct, and coordinate sales presentations for potential new and existing customers.


• Prospect (including through research) and network daily to generate leads, which includes joining or developing applicable Lead Groups and other Business/Social Organizations


• Make follow-up calls daily to work the sales process of converting Leads to Accounts, and Accounts to Accounts providing opportunities and then closing those opportunities, eventually developing New Clients with repetitive business.


• Properly complete all necessary and required new client documents including signed agreements, credit checks, and A-Sales submissions.


• Collaborate with Operations, Product Line Manager, and/or Sales Manager for large and multi-location clients, before presenting the price and scope to the Client.


• Build and maintain successful relationships with all internal departments with active listening, positive attitude, open and honest communication, respect, and appreciation.


• Compile competitive information and work with the Product Line Manager and Sales Manager to formulate competitive strategies and programs.


• Perform headquarter calls on key accounts, and perform other client relationship improvement activities on a consistent and relevant basis.


• Provide regular reports as requested by management on general activity in all market areas, through the company’s CRM system (Salesforce) and manually when necessary.


• Coordinate sales efforts with the Sales Manager for maximum sales return.

Customer Relations:

• Perform Account Management services, including but not inclusive of performing walkthroughs for estimation purposes; provide detailed account setup information for the client and Corodata Operations, manage and properly communicate expectations, both for and of the Client, professionally answer/address customer questions, and concerns and escalate issues when necessary.

·       Strategically partner with all internal departments to ensure customer success, which includes, but is not limited to, equipment changes, communications from the customer, collections, billing issues, and concerns.

·       Join the Operations team to meet with customers to explain the operations, security, and processes for transportation and warehouse.

·       Compiles competitive information and formulates competitive strategies and programs designed to grow revenue.

·       May perform Trade Show activities, e.g., booth set up, booth assignments, organizing appointment schedule, booth break down, and the show follows up.

·       Makes in-person or virtual calls on key accounts, and performs other client relationship improvement activities on a consistent and relevant basis.

·       Interact with customers in person and via telephone, video calls, text, and email to ensure complete customer satisfaction in all matters related to the operation.

Training and Development:

• Become proficient in the company’s chosen Customer Relationship Management software (Salesforce), and then utilize the software program daily to manage the sales process and efficiently generate new business.


• Promote Corodata’s Mission and Vision Statements.

·       Continuously promotes compliance with company policies and procedures.

·       Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks.

·       Committed to diversity, respectful workplace, developing employees and leadership.   By example and actions, this position promotes fair and exemplary people practices.

Safety:

·     Ensure the highest standards of safety, productivity and customer service are exceedingly daily.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

COMPETENCIES:

1. 
   CUSTOMER SERVICE – Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.


2. 
   TEAMWORK – Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone's efforts to succeed.


3. 
   ORGANIZATION SKILLS – Organization skills with ability to juggle multiple assignments and tasks, including attention to details, and the ability to prioritize in a changing environment. Excellent time management skills.


4. 
   INTERPERSONAL SKILLS – Strong interpersonal (verbal and written) communication skills, positive attitude, flexibility, and an eagerness to learn new things.


5. 
   LANGUAGE SKILLS – Ability to read and interpret documents written in English such as manuals, procedures, and work instructions. Ability to effectively communicate well with customers and coworkers.


6. 
   MATHEMATICAL SKILLS – Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.


7. 
   REASONING ABILITY – Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.


8. 
   COMMUNICATION SKILLS – Ability to effectively communicate with potentially stressful and/or emotional situations. Outstanding customer-oriented skills.


9. 
   OTHER SKILLS:

1. 
   
   
   
   1. Exceptional problem-solving and decision-making skills.
   
   
   2. Ability to multitask and able to meet deadlines.
   
   
   3. Excellent customer service skills and interpersonal skills.
   
   
   4. Proven ability to work effectively in a team environment with associates. The capability of effective planning and priority setting. Ability to manage several complex projects simultaneously while working under pressure to meet deadlines.
   
   
   5. Excellent analytical ability.
   
   
   6. Must be detail-oriented.
   
   
   7. Familiarity with six-sigma or other quality improvement processes.
   
   
   8. Ability to handle and safeguard sensitive and confidential information.
   
   
   9. Possess prioritizing, time management, and organizational skills.
   
   
   
   

EDUCATION and/or EXPERIENCE:

Required:

·       BA/BS degree in Business Administration; or a combination of education and equivalent experience.

·       Minimum 5 years experience in outside sales, preferably in the commercial moving, logistics, or supply chain, with a successful track record of achieving sales revenue and target margins and effectively managing customer relationships.

·       Excellent phone etiquette

·       Advanced MS Excel knowledge.

·       Proficient in MS Office applications.

·       Expert knowledge of Microsoft Office Suite.

Preferred:

·       Service industry experience is highly desirable. 

·       Experience with process improvement teams.                                 

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Individuals are required to be able to sit or stand for long periods as needed throughout the day.

1. Walking: This may require walking primarily on a level surface but may include walking on uneven or inclined surfaces for long periods throughout the day, often up and down stairs.


2. Handling: Seizes, helps, or works with hands.


3. Lifting: Proper lifting techniques required. May include lifting up to 25 pounds of boxes when needed.


4. Reaching: Extends hands and arms in any direction, reaching above shoulder heights, below the waist or lifting as required.


5. Standing: Remains in standing position if required to perform various functions of the job.


6. Stooping: Bends body downward and forward by bending at knees or waist.


7. Vision: Reads paperwork and records on the computer.


8. Talking: Communications by phone and in person.


9. Sitting: Required to sit at desk. Sit for long periods of time.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. This list is not all inclusive.

1.     Temp/Weather: Works in either 1) Office environment – for the most part ambient room temperatures, lighting, and traditional office equipment, or 2) Warehouse – may be exposed to cold temperature, or 3) Outside – may be exposed to wet and/or humid conditions, outside weather conditions and extreme cold.

2.     Noise: Works in office, warehouse or outside environment, with constant or intermittent noise.

3.     As the company grows, it may be necessary to rearrange/move cubicles at any time at the sole discretion of the company.

POSITION TYPE/EXPECTED HOURS OF WORK:

1.     This is a full-time, exempt position.

2.     Employees may be required to work late evenings or weekends depending on the business needs.

TRAVEL:

50% travel throughout the assigned geographical area to meet with customers and walk customer sites. 

AAP/EEO STATEMENT:

The Company provides equal employment opportunities to all employees and applicants for employment activities and prohibits discrimination and harassment of any type, based on their actual or perceived: race, religious creed, color, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital status (including registered domestic partnership status), sex and gender (including pregnancy, childbirth, lactation and related medical conditions), gender identity and gender expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), age (40 and over), sexual orientation, Civil Air Patrol status, military and veteran status and any other consideration protected by federal, state or local law (collectively referred to as "protected characteristics").

OTHER DUTIES:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

REASONABLE ACCOMMODATIONS:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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