Senior Account Executive
As the Senior Account Executive, you will be responsible for adhering to processes and procedures identifying revenue generating opportunities. Client relationships are a key metric at J Joseph. Therefore, the Senior Account Executive will work collaboratively with their team and other departments across the company to provide clients with a superior level of service. The Senior Account Executive will be part of a collaborative work culture.
This position is responsible for generating new business by following the approved J. Joseph process. The Senior Account Executive is expected to identify growth opportunities with existing clients and understand the need for building and maintaining long-lasting relationships with clients.
While serving our clients, the Senior Account Executive has an obligation to leave no stone unturned.
• Acts as the primary point of contact for the assigned book of business
• Responsible for developing and maintaining long-term relationships with assigned book of business to understand their needs, potential and to explain product value
• Responsible for managing synergy relationships
• Acts as the client-facing J. Joseph brand ambassador
• Participates in marketing campaign development
• Coordinates and communicates with internal stakeholders assigned to the same client to ensure consistent exceptional service delivery • Maintains CRM records for the assigned book of business
• In conjunction with CFO, responsible for client issue resolution and escalation when appropriate • Assists with department process development and improvement
• Adhere to JJC’s best practices
• Assists with new team member training
• Request trendulation reports to explain billing to clients
• Assist in data requests
• Client relation repair and re-negotiation of contracts
• Manages sales cycle from receipt of leads to debrief with Technical Department
• Responsible for maintaining relationships with existing clients by staying in frequent contact with them
• Attend networking opportunities such as conferences and luncheons in order to find new leads and turn them into long-term relationships
• Operate from JJC’s Vision & Mission Statement
• Adhere to JJC’s Corporate Values
• Ability to operate motor vehicle
• Other duties as assigned
• Minimum 4 years of experience using CRM systems
• Minimum 4 years of experience in sales, account management or related fields
• Strong proficiency in Microsoft Word, Excel, PowerPoint and Outlook
• Active driver’s license and personal vehicle liability insurance
• Minimum 4 years of experience in sales of property tax or consulting services
• Experience using Microsoft Dynamics
• Strong negotiation skills
• Strong technical and analytical skills
• Strong customer service skills
• Strong oral and written communication skills
• Ability to read and understand complex client documents
• Highly detail oriented
• Self-starter able to work independently with minimum supervision
• Proven track record in the property tax marketplace
• Ability to multi-task
• Willing to serve others
• Solid organizational skills; especially the ability to meet project deadlines with a focus on details
Jodi DeLaZerda, HR Manager Jdelazerda@jjc.com
210.587.2747