Build positive line of communication (based on mutual respect, trust, integrity, and clear, honest and open dialog) to maintain and enhance relationships with clients.
Ownership of overall customer satisfaction by proactively anticipating client needs and maintaining contact with customers to ensure FACTS is meeting their needs.
Meet face to face with each client at least two times per year at school location.
Assist in the coordination of sales and product revisions to existing customers.
Work closely across FACTS Operations and technical teams to resolve customers related problems and issues.
Advocate for customers needs, such as new features, services and programs needed to enhance the level of services and solutions offered by FACTS.
Actively participate in the evaluation of new product customer requests
Work closely with technical support to understand the breadth and limitations of the client product solutions.
Leverage relationships to expand FACTS solutions utilized by exiting customers.
Attend trade shows, conference and other events as needed to support client communication and engagement.
Gather competitive information to assist in continually evaluating market position
Facilitate timely communication with FACTS Sales and Operations regarding customer related issues.
Work collaboratively with Regional Vice President Team, Operations, and other departments to develop a strategic customer success plan and to resolve any customer issues.

Minimum of 4-year undergraduate degree (or equivalent), preferably in business and/or technology
3-5 years of sales and customer success management experience
Strong knowledge of FACTS products and services
Background in education market is a plus
Must demonstrate knowledge of PA's EITC and OSTC tax credit programs

Account Executive

Key skills