Incumbent is responsible for consulting with parishes and/or dioceses to develop strategies and sell OSV products and services associated with those strategies. The Account Executive will incorporate the full breadth of OSV products and services to the extent possible as part of the overall solutions. This role may also be responsible for the overall project manager for customer engagements and the product sales cycle. This position is responsible for following through to close sales and meeting sales goals defined by Sales Manager/Director, maintaining relationships with customers, maintaining and updating customer database, keeping product knowledge current, managing and utilizing OSV resources effectively.The incumbent will create a plan to develop relationships across the territory which will result in successful engagements at parishes and dioceses yielding both high levels of customer satisfaction and attainment of revenue goals for the territory. The incumbent will review territory status on a periodic basis, including customer satisfaction levels, won/lost business, new business and any outstanding issues. The incumbent will provide recommendations for new product and service offerings to product managers. Essential Job Functions (=Non-essential tasks):
Sell and manage consulting engagements which result in increased support for parishes and/or dioceses
Manage all related operations ensuring achievement of organizational sales goals as needed
Develop strong positive relationships contacts at assigned dioceses and parishes which result in repeat business
Develop a thorough understanding of diocesan and parish organizations and business processes as appropriate
Develop annual revenue and sales plans for assigned territory. This includes understanding key value drivers for those organizations and proposing appropriate OSV solutions to provide value
Conduct presentations and workshops as appropriate
Be a strategic partner who proactively offers new solutions to benefit the customers and to help their respective programs
Provide regular updates and status against plans for OSV management team to include recommendations and business justification to OSV for changes to products and services or new products and services
Work closely with pre-production and production teams, administrative teams, and others to ensure timely response to client requests, and resolution of any problems
Coordinate resolution of customer issues in a timely manner making follow up calls as required
Use CRM to document calls, track opportunities, and assign all order changes
Use other tools as needed to provide sales revenue reporting, revenue retention reporting (increased/decreased revenue) and Customer Satisfaction
Collaborate with production and marketing staff on campaign-related collateral materials and events, ensuring timeliness, accuracy and consistency of messages
Assist with ongoing measurement of financial success of engagements, both for the client and internally
Ability to travel to conventions, diocesan events, or customer meetings
Other duties as assigned
Required Skills
Excellent verbal and written communication
Ability to manage statistical data in order to drive effectiveness and devise strategic plans
Ability to discover needs and sell products and services
Strong relationship building skills required
Detail-oriented with the ability to take initiative and work independently
Ability to set and meet goals without supervision
Organizational skills with the ability to multi-task
Team player
Problem solving skills
Required Experience
Proficient with Word, Excel, PowerPoint and Outlook
Minimum of 5 years of consulting, customer service or sales experience, including large account management experience
Territory planning experience
Proven record of revenue results with high levels of customer satisfaction
Experience working with various organizations within the Church with proven success
Completed Business or Communication classes
Knowledge of business management and planning
Fundraising Experience
Knowledge of or experience with Catholic school and/or parish markets preferred
Must be willing to travel 50%
Ability to meet daily goals and meet deadlines
Daily customer calls and/or visits in the field
Ability to set up a home office
Evening and weekend work required periodically throughout the year
Knowledge of selling techniques and ability to close sales is preferred, but training will be provided
Self-starter
Must have a valid driver’s license with an acceptable driving record that meets company requirements
Education:
· Bachelor’s Degree is preferred; however, a combination of relevant work experience and education will be considered. This position is a remote position and will be working from a home office.
