Regional Account Executive Job Description Template
Our company is looking for a Regional Account Executive to join our team.
Responsibilities:
- Travel required in assigned territory (40-50%) – use of personal car will be helpful;
- You will be meeting with leasing consultants/ property managers/ regional managers/ asset managers and marketing directors;
- You will also be required to attend various industry networking events and be ‘visible’ in your local multifamily circle;
- Account executives are required to build actionable sales plans with their direct managers to have a consistent pipeline of opportunities;
- A background in multifamily is a plus but by no means a requirement to succeed in this role as full training is provided;
- This is a transactional sale, with flexibility to sign up several buildings up to full portfolios in stages;
- The role is a blend of in person visits to properties, scheduled meetings with decision makers and calls/ emails from your own home;
- Responsible for customer renewals with a goal to achieve and exceed the monthly, quarterly, and annual revenue and retention targets;
- Oversee initial setup of accounts and field questions regarding file submissions or exports from client CRM;
- Monitor overall account health and satisfaction and proactively engage internal teams to ensure that satisfaction remains high;
- Integrate all API setups for Salesforce;
- Generate proposals and contracts with accuracy and following all proper protocols and internal systems;
- Use Salesforce to capture client information and track opportunities;
- Manage production pipeline and keep a steady flow of cases for client production;
- Identify target accounts for contract expansion and upgrade.
Requirements:
- Investigates product/service warranty claims to ensure resolution within marketing policies;
- Analyzes records of present and past sales, trends and costs, estimated and realized revenue, administrative commitments, and obligations incurred;
- Interprets accounts, trends and records to management;
- Answers all questions concerning a product or service, with appropriate coordination of sales, negotiations where required;
- Monitors competition by gathering information on pricing, products, new products,
- Estimates time and sales expenses expected and submits to management;
- Monitors annual sales plan and expense plan and budget for each area in the country;
- Recommends changes in products and service based on customer needs;
- Participates in the development of annual sales and expense plans at the local level;
- Bachelor’s Degree or equivalent work experience preferred;
- Bachelor’s degree with a focus on business or any related field;
- Experience in the nonprofit space strongly preferred;
- 1-3 years Salesforce or similar CRM experience;
- Bachelor’s Degree in Computer Engineering, Computer Science, Electrical Engineering or a related technical discipline;
- 1-3 years of related experience supporting a sales organization in a technology or software environment.