Account Manager

Overall Responsibility:

As an Account Manager at Trellance, you will be the driving force behind our client relationships, focusing primarily on strategic sales, renewals, revenue growth, and overall client satisfaction. You will proactively engage with clients, identify alignment between their priorities and the solutions offered by Trellance while ensuring client satisfaction to maximize lifetime customer value (LCV). Your role is pivotal in client retention and expansion by proactively driving renewal opportunities and fostering organic growth through exceptional account management.

Essential Functions:

Sales and Client Engagement:

• Client Education: Educate clients on industry trends and the Trellance solution set, positioning the company as a thought leader.
• Strategic Account Reviews: Conduct regular internal account reviews to highlight current projects and future opportunities, demonstrating value with performance metrics.
• Lead Sales Initiatives: Drive sales by identifying and understanding how the Trellance suite of solutions aligns with our client’s strategic initiatives for mutually beneficial opportunities to grow the partnership.
• Achieve Sales Targets: Consistently meet or exceed monthly, quarterly, and yearly sales metrics and targets through a consultative sales approach.

Relationship Building:

• Executive Relationships: Develop and maintain strong relationships with key decision-makers, ensuring regular C-level interactions. Expand beyond non-executive contacts.
• Client Advocacy: Act as the client’s advocate within Trellance, gathering feedback and proposing product enhancements.
• Brand Ambassador: Represent Trellance at client meetings, conferences, and other speaking engagements, making strong impressions and promoting our value proposition.

Operational Excellence:

• CRM Management: Keep the CRM system updated with client interactions, opportunities, product assets and status changes.
• Implementation Support: Actively participate in client implementation or migration projects to ensure smooth transitions and identify additional sales opportunities.
• Travel: Travel to visit clients and attend industry conferences as required to achieve your objectives.
• Service Mentality: Learn and monitor internal systems used to gauge and track client support inquiries, continuously educated clients on status as needed.

KNOWLEDGE, SKILLS & ABILITIES

Position Requirements:

• Education/Experience: Bachelor’s degree (BA or BS) with a minimum of three years of related experience, or a high school diploma with six years of related experience.
• Sales Experience: Proven experience in B2B technology sales, business development, or lead generation.
• Communication Skills: Exceptional communication and interpersonal skills, with the ability to initiate persuasive conversations with clients.
• CRM Proficiency: Familiarity with CRM systems and data management (Trellance uses Salesforce).
• Self-Motivation: Goal-oriented and able to work independently.
• Industry Knowledge: Understanding of the credit union industry and its technology requirements is a plus.
• Travel: Ability to travel up to 30% is required, including overnight as needed.

Skills/Abilities:

• Sales Skills: Strong sales acumen with experience in consultative sales.
• Project Management: Ability to manage multiple projects and deliver technical updates.
• Analytical Skills: Quantitative and qualitative analytical skills to solve problems and assess options.
• Technical Proficiency: Proficiency in Microsoft Office products and CRM systems.

Working Conditions:

• Physical Demands: Regularly required to sit, talk, and listen. Frequent use of hands and fingers and will sometimes assist with tradeshow booth setup and teardown.