Company Description
Estate Valuations & Pricing Systems, Inc. (EVP Systems) provides essential software and
financial data to thousands of the largest bank trust departments, law and accounting firms, and
the Internal Revenue Service. Our flagship product suite, EVP Office (EstateVal, GiftVal,
CostBasis, and CapWatch), offers historical portfolio valuations crucial for estate planning,
gifting, date-of-death valuations, and distributions. With our headquarters in Santa Barbara and
Los Angeles, we are excited to announce the opening of our new regional office in Hickory, NC,
aimed at servicing the Eastern United States.
Role Description
This is a full-time on-site role as a Regional Account Representative at EVP Systems in Hickory,
NC. The Regional Account Representative will be responsible for building and maintaining
relationships with key clients, understanding and enhancing client processes, engaging in
proactive outreach to potential clients, and collaborating closely with Support and Development
departments. Additionally, the role includes arranging and participating in client visits alongside
the company President several days each month.
Responsibilities include, but are not limited to:
Develop and nurture relationships with existing clients through regular contact to understand their processes, gather feedback, and gain insights for product improvement.
Distribute internal client relations highlights to colleagues to ensure company-wide alignment and awareness.
Monitor and analyze client activity through daily revenue reports and support logs to identify patterns, problems, and opportunities, and communicate significant trends across the company.
Conduct research on bank trust and tax software for potential integration and partnership opportunities.
Work with a graphic artist to develop marketing materials.
Write and coordinate copy for marketing materials.
Identify and manage advertising opportunities.
Plan and participate in trade shows.
Measure the effectiveness of marketing campaigns and trade show efforts.
Maintain and update social media platforms, ensuring effective communication in a digital environment.
Research competitors and potential partners to keep EVP Systems at the forefront of industry trends.
Generate, follow up on leads, and schedule visits to clients and prospects from various sources, including trade shows, advertising, and social media, to build relationships and close deals.
Collaborate closely with Account Representatives, Support, and Development teams to ensure a cohesive approach to client management and product development.
Plan and execute client and prospect visits, ensuring a strategic approach to relationship building and sales.
Qualifications
Excellent communication and relationship-building skills.
Strong analytical abilities to identify and act on patterns and opportunities.
Ability to work collaboratively across departments and with external partners.
Proficiency in social media and digital marketing strategies.
Willingness to travel as needed to meet with clients and prospects.
Proactive, analytical, and relationship-oriented professional.
Application Instructions
If you are a proactive, analytical, and relationship-oriented professional ready to make a
significant impact at EVP Systems, we invite you to apply for this exciting opportunity. Please
submit your resume and cover letter detailing your relevant experience and why you are the
perfect fit for this role.
Join us at EVP Systems and be part of a team that is shaping the future of estate valuations and
pricing systems!
