Strategic Account Manager - Home and Commercial

Job Summary:

Serves as the primary customer contact in the development of CSA Group accounts, as assigned and create new opportunities within those established accounts. Ensures continued growth of CSA Group services by managing a group of large accounts and customers. Coordinates CSA Group activities and contacts for customers – ensures that we provide ‘one face’ to our customers.Provides an outline for strategic planning around customer needs and service enhancements. Develops account strategies and forecast sales opportunities. Implements and executes strategic plans to attain corporate objectives. Communicates activities, strategies and progress with management and key CSA Group personnel. Plans, prioritizes and organizes all sales related activities to ensure timely and effective execution.

Principal Duties &Responsibilities

• Initiates the sales process, providing preliminary and ongoing information to existing clients
• Manages the sales process by promptly responding to all inquiries and visits with clients as necessary to present information regarding CSA Group services
• Prioritizes work assignments and follow-up responses to client inquiries and proposals
• Manages the relationships with clients, identifying growth opportunities within the assigned accounts, and develops the strategy to secure new business and communicates effectively with Operations for a seamless approach
• Prepares cost proposals of services for clients, using applicable questionnaires and worksheets
• Maintains accurate and complete client files, including the input of new/existing client information into the shared sales database
• Identifies and communicates opportunities and competitive trends
• Develops ongoing business relationships and networks with clients and industry related groups
• Provides written and verbal reports including sales reports, expense reports, customer visit reports, and customer presentations in a timely matter as required
• Works remotely as required
• Prolonged periods sitting at a workstation
• Sitting, standing or walking for long periods of time at tradeshows and conferences
• Visual strain associated with prolonged use of video display monitors
• Sometimes deals with difficult clients and/or staff
• Frequent unexpected deadlines and shifting of priorities
• Must be willing to travel as much as 50% of time and on weekends as required
• Valid driver’s license and proof of auto insurance

Preferred Education & Experience

• Bachelor's Degree and 6 or more years Sales experience or equivalent industry experience
• Prior experiences with sales CRM tracking software a plus
• Proven ability to consistently exceed sales goals
• Proven experience dealing with large organizations at senior level
• Create clear, effective and professional written communication and presentations
• Ability to create, prepare and execute complex business strategies while organizing multiple projects and job responsibilities
• Ability to proactively resolve complex problems, and through effective internal collaboration build outstanding client relationships with customers at all levels in the organization
• Organized and independent
• Proven ability of confidentiality in previous positions
• Strong initiative and ability to develop new customer contacts
• Able to maintain positive contacts within the organization to exchange, explain and interpret information or ideas and follow-up on client requests
• Strong organization and time management skills
• Creativity and project management skills to plan for projects, events and conferences
• High level of initiative and motivation to meet or exceed targeted goals with minimal supervision
• Computer proficiency in Word, Excel, PowerPoint and CRM database applications
• Ability to prepare cost proposals promptly to meet customers’ needs

CSA Group is an Equal Opportunity Employer and is committed to diversity, equity, and inclusion. We prohibit discrimination and harassment of any kind based on any grounds stipulated by applicable laws. We are an organization where opportunities are based on skills and abilities, and differences are respected and valued. Please contact us at talentacquisition@csagroup.org if you require accommodation in the interview process.