Sales Executive, CAS - Dallas, TX

PURPOSE:

The Sales Executive supports the Conversion Assistance Services department in identifying and maximizing revenue of our document scanning services, capture solutions, and remittance processing business.

JOB DESCRIPTION:

ROLE AND RESPONSIBILITIES:

• Responsible for identifying and maximizing revenue within assigned territory
• Responsible for building and maintaining relationships and ensuring customer satisfaction
• Contact new and existing customers to discuss their needs, and to explain how these needs could be met by our specific products and services
• Answer customers' questions about products, prices, availability and other terms
• Quote prices, terms and other bid specifications within ibml product and pricing guidelines
• Maintain customer records using ibml automated systems
• Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and attending trade shows and conferences
• Prepare sales contracts for orders obtained and submit orders for processing.
• Collaborate with colleagues to exchange information, such as selling strategies or marketing information
• Assist in the collection of monies due and in the resolution of problems causing delay in payment

PREFERRED SKILLS, QUALIFICATIONS AND EDUCATION REQUIREMENTS:

• Bachelor's degree in Business Management or related field (Engineering, Computer Science, MIS, Business or equivalent degree)
• Minimum 3 years of B2B sales experience with document imaging and data capture services.
• Prior Banking and Cash Management Sales experience is highly preferred, particularly in the Community Banking Market.
• Experience in check payment processing and remittance processing is preferred.
• Good working knowledge of PC's and electromechanical paper handling devices such as copiers, printers, and scanners is a plus
• Knowledge in principles and methods for promoting and selling products and services.
• Ability to travel to local and regional clients
• Excellent oral and written communication skills
• Excellent planning, presentation and organization skills
• Strong client service orientation
• Realistic scheduling and observance of deadlines
• Integrity, creativity, intellectual curiosity, high standards, persistence, and achievement-oriented
• Ability to work collaboratively in a team-based environment
• Ability to prioritize and work independently without supervision
• Proficient knowledge in Microsoft Windows and Microsoft Office 365 Applications (PowerPoint, Word & Excel)

ADDITIONAL NOTES

Candidate must reside in the Dallas area.