The Account Manager is responsible for providing top-notch service to Litili customers while achieving monthly sales goals and building strong customer relationships within an assigned territory and/or list of named companies.
DUTIES AND RESPONSIBILITIES
Achieving revenue goals Set goals, strategy and execution action plan to achieve quota consistently year over year Sell Litili's Value Proposition to build, maintain and progress a strong pipeline and to obtain revenue goals Responsible for account collection to keep customers AR current Developing on going customer relationships Establish organizational maps of client business units Identify key stakeholders Discover opportunities, issues and risks Educate customers about Litili's solutions and capabilities Visit customers in person on regular call schedule Problem solve and be resourceful to the customers to provide exceptional experience Identifying and calling on potential new customers Research and develop prospects into customers Be creative and show tenacity with developing new business leveraging all key engagement tactics (LinkedIn, phone, email, text) Delivering value propositions that meet the customer's need Ask open ended questions, listen and understand customer needs Combine learnings from customers with Litili's value proposition to drive existing customers loyalty and sales and to acquire new ones Attend sales meetings and training as required Maintaining accurate and updated customer data, sales activity and forecast in the CRM Update prospecting activity (pipeline, calls, KPIs,….) in CRM weekly Update customer activity (pipeline, calls, KPIs,….) in CRM weekly Update account contact information on a regular basis Provide monthly forecasting Representing Litili internally and externally Maintain presence at industry events to maximize sales opportunities and promote company representation and relevance Organize MCLE (Minimum Continued Legal Education) events to ensure consistent visibility about Litili experts to drive successful engagements and customer follow-up Work closely with assigned Case Manager checking on status of potential scheduled cases every day Working closely with other departments (Copy Services, Law Firm, Marketing) Maintain a professional appearance and provides a positive company image Perform work in a manner consistent with all company policies and safety rules Perform other related duties as assigned by management
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.
QUALIFICATIONS
Bachelor's degree or equivalent combination of experience and education is preferred 3+ years of successful experience in business to business sales as a direct contributor carrying an individual quota Proven track record of consistently meeting or exceeding assigned monthly goals Attentive to forecasting and business reporting responsibilities Confidence in talking with lawyers Knowledge of the Lawyers profession and Insurance industry High level of curiosity Must possess strong negotiation, networking, relationship building and selling skills, and excellent customer service skills Possess a valid and clean Class C Driver's License issued by the Department of Motor Vehicles and must meet the company's insurability requirements Computer skills required: Customer Relationship Management (CRM) System (Sales Force ideally), Microsoft Suite, Teams, LinkedIn Sales Navigator Other skills required: Excellent teamwork skills Desire to work in an environment rewarding strong ethical standards and conduct Strong interpersonal, verbal, and written communication skills Time management skills to prioritize and meet deadline\ Demonstrated ability to anticipate and solve practical problems Adaptable to change High accuracy in work, attention to detail Out of the box thinker
COMPETENCIES
Ethics
- Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values. 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; Displays optimism and empathy in all interactions. Initiative
- Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. Motivation
- Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals. Planning/Organizing
- Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans. Professionalism
- Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. Strategic Thinking
- Develops strategies to achieve organizational goals; Understands organization's strengths & weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions.
PHYSICAL DEMANDS AND WORK ENVIRONMENT
Occasionally required to stand Occasionally required to walk Frequently required to sit Continually required to talk or hear While performing the duties of this job, the noise level in the work environment is usually moderate The employee must occasionally lift and /or move more than 45 pounds The employee will occasionally be required to drive long distances to other customer locations Up to 50% travel for sales calls, trade shows and industry events
Pay:
$60,000.00
00 per year
Work Location:
Hybrid remote in Orange, CA 92866