Overview:

The Account Manager (AM) is responsible for securing sales from existing and prospective clients through a B2B and solution based consultative selling approach. The incumbent is driven to provide a high level of customer service and provides the Heirsearch client with the highest level of professionalism while closing sales and reaching monthly sales goals.

Duties & RESPONSIBILITIES

• :Responds to and qualifies assigned leads in the set timefram
• eSecures sales from existing and prospective clients to reach and exceed monthly sales goal
• sManages client’s expectations and delivers a positive customer experience to ensure repeat and referral busines
• sAssembles accurate and complete information to enter and track in Salesforce CRM syste
• mSales project participation as assigned from time to tim
• eOversees and manages the full cycle client experienc
• eCollaborates with the research team to troubleshoot and resolve issues related to client file

**s

Skills & Abilitie**

• s:Able to multi-task and work in a fast-paced environme
• ntExcellent verbal and written communications skil
• lsAbility to work as an individual and within a team environme
• ntSelf-motivated with a high desire to learn and succe
• edA strong understanding of the sales cycle with the ability to be flexib
• leAbility to build relationships (both internal and external) based on trust, respect and confiden

**ce

Qualifications & Requiremen**

ts: Educati

• on:Post-secondary education in Sales, Marketing, Business or equivalent years of experi- ence prefer

redExperien

• ce:Minimum of 1 year inside sales or telephone customer service - with legal and/or financial institution experience considered an as

setComput

• er:Basic knowledge of MS office: Outlook, Excel, Word & PowerPoint, Salesforce (or like CRM syst

**em)

Work Environm**

• ent:Remote work upon completion of initial onsite trai
• ningClient interaction via telephone and e-
• mailTravel is not a requirement but may be a future opportu

nity