Regional Sales Director - West Coast
About The Position
Blue Ridge Associates is seeking a Regional Sales Director for the West Coast to drive new business sales of ESOP consulting and administration services. This role involves developing and expanding relationships with advisors, intermediaries, and key centers of influence such as attorneys and accountants. The position requires educating prospective clients, presenting service offerings, and effectively selling the organization’s capabilities. The ideal candidate must reside in the Western U.S. and have strong familiarity with the West Coast market. Blue Ridge Associates is a professional services firm that provides third-party retirement plan administration services for companies that sponsor 401(k) Plans and Employee Stock Ownership Plans (ESOPs). They are nationally ranked among the top two providers of ESOP recordkeeping and administration services and among the top three providers of retirement plan administration and consulting services.
Requirements
- Direct ESOP (Employee Stock Ownership Plan) sales, consulting, administration, or related industry experience with a strong understanding of ESOP plan design, implementation, and ongoing services.
- Excellent interpersonal and customer relationship skills.
- Strong sales, negotiation, and closing capabilities.
- High level of organization with strong attention to detail.
- Analytical and problem-solving skills.
- Ability to work effectively in a fast-paced and sometimes high-pressure environment.
- Proficiency in Microsoft Office Suite or similar tools.
- Must be authorized to work in the US.
Nice To Haves
- Bachelor’s degree in Business or related field preferred.
- Minimum of 3 years of outside sales experience, including business development, prospecting, and relationship management.
- Demonstrated success in cold calling HR and Finance executives.
- Experience working with advisors, intermediaries, attorneys, and accountants as referral sources.
- Strong familiarity with and established network within the West Coast market preferred.
- Strong presentation and communication skills.
- Willingness and ability to learn new systems and tools as needed.
Responsibilities
- Develop and expand relationships with advisors, intermediaries, attorneys, and accountant centers of influence within the West Coast region.
- Build and maintain a strong network to generate new sales leads and opportunities specific to the Western U.S. market.
- Identify client needs and recommend appropriate ESOP consulting and administration solutions.
- Deliver presentations and demonstrations highlighting the value and functionality of services.
- Execute sales strategies to meet or exceed revenue and territory targets.
- Maintain ongoing communication with customers to ensure satisfaction and long-term engagement.
- Resolve post-sale issues and ensure a smooth client experience.
- Re-engage existing and past clients by sharing new services, enhancements, and opportunities.
- Maintain detailed records of sales activities including calls, opportunities, wins, and losses.
- Track and document customer interactions and relationship developments.
- Provide regular territory forecasts and pipeline updates to leadership.
- Perform additional duties as assigned to support sales objectives.
Benefits
- Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
- 401(k) with company match
- HSA with company contribution
- Generous PTO for parental leave, vacation, and holiday time
- Support for certifications, association dues, and professional development
- A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Senior
