Open Position: Client Executive

Department: Sales
FLSA Status: Exempt

Summary of Job  

Serves as the relationship specialist and technology guide for organizations to make strategic technological decisions. Safely navigate our clients through technology...simply and efficiently.

Essential Duties & Responsibilities:

  • Builds and maintains client relationships both vertically and horizontally within Clients.
  • Compiles list of prospective clients for use as sales leads, based on information from newspapers, business directories, industry ads, trade shows, Internet web sites, and other sources.
  • Schedules appointments with clients utilizing the expertise of divisional managers and technical specialists.
  • Meets with and listens to clients and/or prospects to understand their business technology environment.
  • Analyzes clients' feedback and works with the technical teams to provide assessment and testing to uncover solutions.
  • Provides updates, status, and completion information to manager and/or users, and updates CRM with all communications.
  • Reviews products and solutions with technical consultants as needed to close sales.
  • Quotes prices and/or credit terms. Prepares sales contracts for orders obtained in a timely fashion and sense of urgency.
  • Estimates date of delivery to clients, based on knowledge of own firm's production and delivery schedule.
  • Stresses the importance of system management services in the clients' future.
  • Conducts annual client planning sessions to forecast annual projects and spending.
  • Prepares reports of business transactions and maintains expense accounts.
  • Makes sales calls to potential and existing clients by telephone, e-mail and networking to generate face-to-face meetings.
  • Completes minimum number of face-to-face Quarterly Client Reviews of selected clients identified on the Quarterly Review form.
  • Handles inbound sales lead calls to convert calls into sales.
  • Overcomes technical and business objectives of prospective clients by seeking innovative ways to close business through consultation with technical specialists and management team.
  • Coordinates client training.
  • Travels to and attends trade shows.
  • Returns calls and e-mails promptly and within one business day.
  • Assists with other business activities as assigned.

Education & Experience Requirements

  • Sales experience, preferably with an IT company selling hardware and software solutions.
  • Proven track record of sales.
  • Experience with B2B sales.
  • Solid background in cold-calling and script development and management.
  • Strong, confident phone presence and professional face-to-face presentation abilities.
  • Excellent skills in problem solving and proposal writing.
  • Self-motivated.

Supervisory Responsibilities

This position has no supervisory responsibilities.

Certificates, Licenses, Registrations

Maintains necessary certifications as determined by management.

Other Qualifications:

Must have reliable transportation and be able to travel.

Qualified applicants should email their resume and cover letter to Mackenzie Johnson at