Sales Executive, CAS - Dallas, TX

PURPOSE:  

The Sales Executive supports the Conversion Assistance Services department in identifying and maximizing revenue of our document scanning services, capture solutions, and remittance processing business.

JOB DESCRIPTION:

ROLE AND RESPONSIBILITIES:

• Responsible for identifying and maximizing revenue within assigned territory


• Responsible for building and maintaining relationships and ensuring customer satisfaction


• Contact new and existing customers to discuss their needs, and to explain how these needs could be met by our specific products and services


• Answer customers’ questions about products, prices, availability and other terms


• Quote prices, terms and other bid specifications within ibml product and pricing guidelines


• Maintain customer records using ibml automated systems


• Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and attending trade shows and conferences


• Prepare sales contracts for orders obtained and submit orders for processing.


• Collaborate with colleagues to exchange information, such as selling strategies or marketing information


• Assist in the collection of monies due and in the resolution of problems causing delay in payment

PREFERRED SKILLS, QUALIFICATIONS AND EDUCATION REQUIREMENTS:

• Bachelor’s degree in Business Management or related field (Engineering, Computer Science, MIS, Business or equivalent degree)


• Minimum 3 years of B2B sales experience with document imaging and data capture services.


• Prior Banking and Cash Management Sales experience is highly preferred, particularly in the Community Banking Market.


• Experience in check payment processing and remittance processing is preferred.


• Good working knowledge of PC’s and electromechanical paper handling devices such as copiers, printers, and scanners is a plus


• Knowledge in principles and methods for promoting and selling products and services.


• Ability to travel to local and regional clients   


• Excellent oral and written communication skills 


• Excellent planning, presentation and organization skills 


• Strong client service orientation


• Realistic scheduling and observance of deadlines


• Integrity, creativity, intellectual curiosity, high standards, persistence, and achievement-oriented


• Ability to work collaboratively in a team-based environment


• Ability to prioritize and work independently without supervision


• Proficient knowledge in Microsoft Windows and Microsoft Office 365 Applications (PowerPoint, Word & Excel)

ADDITIONAL NOTES

Candidate must reside in the Dallas area.