Associate Representative, Account Management

Account Management/Key Accounts work focuses on medium to long-term planning and face-to-face selling of a variety of products, services and/or solutions across multiple lines of business for a defined group of existing clients including:

Developing medium to long-range sales plans and preparing strategies to protect, grow, and diversify the relationship with a defined group of existing customers;
Identifying and managing interactions with assigned group of existing customers to identify cross/up and repeat sales opportunities;
Resolving problems and ensuring customers receive high quality customer service;
Developing client retention and growth plans and strategies for developing profitable business with assigned accounts;
Reviewing and reporting on customer retention, business opportunity and market trends.

Incumbents in this specialization may be selling directly to the ultimate purchaser or indirectly through channel partners. Incumbents matching to this specialization are compensated based on achievement of sales targets.
Responsibilities typically include:

Work is closely supervised.
Problems faced are not typically difficult or complex.
Explains facts, policies and practices related to job area.

Level: An Entry Professional (P1) applies broad theoretical job knowledge typically obtained through advanced education.

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