Accounting & Legal Sales Strategic Account Renewals

Description:

Nature and Scope

The Accounting & Legal Sales Strategic Account Renewals Sales Rep will be responsible for managing the assigned renewals for our Accounting & Legal business through outbound, inbound, and digital contacts to assist customers with their Learning Solutions renewals, Continuing Professional Education (CPE), and Continuing Legal Education (CLE) needs.

Key Responsibilities:

• Manage the campaign assigned renewals for automatic and manual subscription renewals for our CPE & CLE solutions. This includes CPL, WLEC, and CPE Network.
• Manage the campaign assigned restarts for our non-subscription CPE solutions. This includes non-subscription courses such as Gear Up seminars, GU self-study, live events, and webinars.
• Work with other Sales Account Managers on sales with their assigned accounts
• Responsible for securing our renewals for our Accounting & Legal products.
• Helping grow our business when upsell and new opportunities arise by assisting the customers when appropriate or getting them to their assigned territory rep.
• Meet or exceed assigned goals for renewals and restarts.
• Place outgoing sales calls, enter customer orders, and contact information.
• Answer Inbound Sales queue calls for the CPE & CLE business.
• Work with our Digital Automation resources to work digitally with our customers.
• Use Revenue Grid to manage campaigns and sequences for customer renewals and restarts.
• Responsible for handling direct incoming calls, emails, and leads through resolution in a timely manner.
• Enter detailed information for each customer interaction into the department’s sales call tracking system, Sales Force, in a timely manner.
• Enter Opportunities for each potential sale. Keep Opportunities and Pipeline updated at all times to assist with accurate Forecasting.
• Upsell new solutions to customers when opportunities arise with the customer.
• Maintain thorough knowledge of production schedule, product, pricing grid, and shipping prices.
• Ensure an accurate and timely process for maintaining customer account information and closing pricing transactions.
• Continuously work with leadership to refine sales strategy to optimize efficiency and results.
• Actively contribute to both overall Sales Department and Company objectives
• Learn and thoroughly understand CeriFi products and services.
• Understand how all of our CeriFi products are used in the Tax, Accounting, Legal, and Financial Education industries to better present and sell our CeriFi products to meet the customers’ needs.
• Manage the campaign assigned renewals for automatic and manual subscription renewals for our CPE & CLE solutions. This includes CPL, WLEC, and CPE Network.
• Manage the campaign assigned restarts for our non-subscription CPE solutions. This includes non-subscription courses such as Gear Up seminars, GU self-study, live events, and webinars.
• Work with other Sales Account Managers on sales with their assigned accounts
• Responsible for securing our renewals for our Accounting & Legal products.
• Helping grow our business when upsell and new opportunities arise by assisting the customers when appropriate or getting them to their assigned territory rep.
• Meet or exceed assigned goals for renewals and restarts.
• Place outgoing sales calls, enter customer orders, and contact information.
• Answer Inbound Sales queue calls for the CPE & CLE business.
• Work with our Digital Automation resources to work digitally with our customers.
• Use Revenue Grid to manage campaigns and sequences for customer renewals and restarts.
• Responsible for handling direct incoming calls, emails, and leads through resolution in a timely manner.
• Enter detailed information for each customer interaction into the department’s sales call tracking system, Sales Force, in a timely manner.
• Enter Opportunities for each potential sale. Keep Opportunities and Pipeline updated at all times to assist with accurate Forecasting.
• Upsell new solutions to customers when opportunities arise with the customer.
• Maintain thorough knowledge of production schedule, product, pricing grid, and shipping prices.
• Ensure an accurate and timely process for maintaining customer account information and closing pricing transactions.
• Continuously work with leadership to refine sales strategy to optimize efficiency and results.
• Actively contribute to both overall Sales Department and Company objectives
• Learn and thoroughly understand CeriFi products and services.
• Understand how all of our CeriFi products are used in the Tax, Accounting, Legal, and Financial Education industries to better present and sell our CeriFi products to meet the customers’ needs.

Requirements:

• Bachelor’s Degree preferred and 1+ years successful professional sales experience preferred
• Ability to learn new products and services quickly
• Outgoing and positive attitude
• Intermediate knowledge of PCs, Windows, Microsoft Office, Networks, and the Internet
• Ability to communicate effectively over the phone for extended periods of time
• Ability to utilize effective selling skills
• Must be detail oriented, organized and efficient