Account Executive Team Lead

Our Sunday Visitor, Inc.

10h•Remote

About The Position

The Team Lead guides and leads a team of employees within the assigned sales division. This role involves communicating sales goals, territory updates, safety practices, and timelines to the team, as well as motivating team members with sales activities and assisting with performance assessment. The Team Lead also provides support to management, including scheduling, hiring, and training, and keeps management updated on team performance while analyzing sales data. The Account Executive is responsible for consulting with parishes, schools, and/or dioceses to develop strategies and sell OSV products and services. This role incorporates the full breadth of OSV products and services as part of overall solutions and may also serve as the overall project manager for customer engagements and the product sales cycle. The Account Executive is responsible for closing sales, meeting defined sales goals, maintaining customer relationships, updating the customer database, keeping product knowledge current, and effectively utilizing OSV resources. The incumbent will create a plan to develop relationships across the territory, aiming for high levels of customer satisfaction and attainment of revenue goals. Periodic reviews of territory status, including customer satisfaction, won/lost business, new business, and outstanding issues, are also part of this role. The Account Executive will provide recommendations for new product and service offerings to product managers.

Requirements

Excellent verbal and written communication
Ability to manage statistical data in order to drive effectiveness and devise strategic plans
Ability to discover needs and sell products and services
Strong relationship building skills required
Detail-oriented with the ability to take initiative and work independently
Ability to set and meet goals without supervision
Organizational skills with the ability to multi-task
Team player
Problem solving skills
Proficient with Word, Excel, PowerPoint and Outlook
Minimum of 5 years of consulting, customer service or sales experience, including large account management experience
Territory planning experience
Proven record of revenue results with high levels of customer satisfaction
Experience working with various organizations within the Church with proven success
Completed Business or Communication classes
Knowledge of business management and planning
Fundraising Experience
Must be willing to travel 50%
Ability to meet daily goals and meet deadlines
Daily customer calls and/or visits in the field
Ability to set up a home office
Evening and weekend work required periodically throughout the year
Self-starter
Must have a valid driver’s license with an acceptable driving record that meets company requirements

Nice To Haves

Knowledge of or experience with Catholic school and/or parish markets preferred
Knowledge of selling techniques and ability to close sales is preferred, but training will be provided

Responsibilities

Assists the assigned sales team with the coordination of work, sales activities, territory reviews, goal achievement, and sales initiatives
Provides direction on issues and problems. Assesses unusual problems, formulates solutions and refers to departmental leadership
Serves as a liaison with customers and internal departments to ensure smooth operation and overall customer satisfaction
Evaluates quality issues to identify processes in need of review/revision.
Performs analysis of sales data in order to provide updates to help guide the team with driving results
Compiles data and provides regular reports to Sales Leader to illustrate status of team’s goals
Creates and delivers training to new and existing personnel, ensuring their knowledge base is current
Oversees employee and team performance; coaches, counsels and motivates employees, assist Director with preparing and delivering performance evaluations
Investigates complaints, performance concerns, or employee relation issues and assists the Director with disciplinary action as needed, in consultation with Human Resources
Assist/Undertakes projects that are defined by Director and ensures project deadlines are met
Sell and manage sales engagements, which result in increased support for parishes, schools and/or dioceses
Manage all related operations ensuring achievement of organizational sales goals as needed
Develop strong positive relationships contacts at assigned dioceses, schools, and parishes which result in repeat business
Develop a thorough understanding of diocesan and parish organizations and business processes as appropriate
Develop annual revenue and sales plans for assigned territory. This includes understanding key value drivers for those organizations and proposing appropriate OSV solutions to provide value
Conduct presentations and workshops as appropriate
Be a strategic partner who proactively offers new solutions to benefit the customers and to help their respective programs
Provide regular updates and status against plans for OSV management team to include recommendations and business justification to OSV for changes to products and services or new products and services
Work closely with pre-production and production teams, administrative teams, and others to ensure timely response to client requests, and resolution of any problems
Coordinate resolution of customer issues in a timely manner making follow up calls as required
Use CRM to document calls, track opportunities, and assign all order changes
Use other tools as needed to provide sales revenue reporting, revenue retention reporting (increased/decreased revenue) and Customer Satisfaction
Collaborate with production and marketing staff on campaign-related collateral materials and events, ensuring timeliness, accuracy and consistency of messages
Assist with ongoing measurement of financial success of engagements, both for the client and internally
Ability to travel to conventions, diocesan events, or customer meetings
Other duties as assigned