Field Account Representative

Role Overview

• Create a territory plan that assesses and prioritizes customer needs while achieving or exceeding performance targets aligned with sales strategies.
• Build and execute account plans focused on growing all customers through building relationships, increasing number of contacts, and demonstrating the features and benefits of products and services effectively.
• Leverage technology, internal and external resources to plan for and deliver relevant, timely and valuable customer meetings that build trust and grow sales.
• Maintain an active robust pipeline, leverage opportunities to negotiate and drive sales that balance customer satisfaction with profitability.
• Utilize CRM system to prioritize leads, manage opportunities, and document account interactions to track progress to ensure timely follow-ups and deal closures.
• Expand customer contacts to strengthen relationships and uncover additional business opportunities.
• Utilize various communication channels to proactively increase sales, maximize customer purchasing, and provide real-time solutions to customer needs.

Requirements

• High School Diploma/GED
• Associate's Degree or Bachelor's Degree or equivalent experience preferred
• 1+ years of sales experience
• Ability to travel and have occasional overnights (dependent on territory)
• Respond effectively to customer needs, ensuring high levels of satisfaction and service quality.
• Influence outcomes and gain support through logical reasoning, clear communication, and relationship-building.
• Manage tasks and priorities effectively through structured planning and execution.
• Convey information clearly and professionally in both written and verbal formats.
• Consistently initiates and completes assignments independently, with persistence and timely follow-through.
• A valid driver's license

Benefits

• Medical, dental, vision, and life insurance plans with coverage starting on day one of employment and 6 free sessions each year with a licensed therapist to support your emotional wellbeing.
• 18 paid time off (PTO) days annually for full-time employees (accrual prorated based on employment start date) and 6 company holidays per year.
• 6% company contribution to a 401(k) Retirement Savings Plan each pay period, no employee contribution required.
• Employee discounts, tuition reimbursement, student loan refinancing and free access to financial counseling, education, and tools.
• Maternity support programs, nursing benefits, and up to 14 weeks paid leave for birth parents and up to 4 weeks paid leave for non-birth parents.