One Call

JOB SUMMARY: 

Advanced professional role serving clients by identifying and providing product-based solutions to satisfy their unique needs. Sells products and/or services and manages relationships with existing named accounts to ensure satisfaction alignment of One Call’s Workers Compensation Strategy with One Call’s Corporate Strategy account retention and continued revenue growth. Assigned to large complex high visibility strategic or tactically important accounts. Determines methods and procedures towards strategic initiatives and may coordinate activities of other personnel.  

GENERAL DUTIES & RESPONSIBILITIES:  

• Meets with current and future customers to review product portfolio and create custom solutions based on need and desired outcome. 

• Provides product service or technical information by answering customer questions or requests RFPs or RFQs 

• May negotiate contract terms and close sales by agreeing to terms and conditions. 

• Prepares custom presentations and reports for head office and keeps customer records. 

• Attends sales calls or on-site visits and reviews quotes/proposals. 

• Provides product feedback to appropriate stakeholders and development teams based on client input. 

• May ensure that post-sales support or implementation services meet customer expectations. 

• Serves as a leader of authority with expert-level knowledge in one or more areas. 

• Makes authoritative decisions and recommendations. 

• Plans organizes & guides projects as needed. 

• May be called on to consult in other areas. 

• Works to achieve assigned annual sales quota. 

• Demonstrates product and industry knowledge including various solutions market strategies and competitive intelligence. 

• Ensures accurate forecasting and pipeline management as well as accurate content and certification of information in sales software for assigned clients. 

• Implements account coverage methodologies that ensure 100% renewal rates of current One Call clients. 

• Identifies and reports “at risk” clients and escalates to executive management; prepares implements and executes “at risk” plan. 

EDUCATIONAL AND EXPERIENCE REQUIREMENTS: 

• A BS/BA degree from an accredited college/university; MBA or advanced degree in related field of study preferred. 

• A minimum of 5 years of sales solutions engineering/architecture experience required; 10 years preferred. 

GENERAL KNOWLEDGE SKILLS & ABILITIES: 

• Excellent verbal and written communication skills 

• Excellent interpersonal and conflict resolution skills 

• Excellent ability to influence decision making. 

• Excellent organizational skills and attention to detail 

• Strong analytical and problem-solving skills 

• Proficient with Microsoft Office Suite or related software 

• Strong competencies with customer relationship management (CRM) system tools 

• Comprehensive understanding of analytics/dashboards and ability to relay results to clients. 

• Knowledge of and experience with varied human resource information systems 

PHYSICAL/EMOTIONAL DEMANDS & WORK ENVIRONMENT: 

• During in office or home settings this job is primarily sedentary and may involve repetitive motions; the employee is regularly required to sit use hands and fingers speak and hear. 

• During duties located in the field; this job is primarily active; the employee is regularly mobile and must be able to utilize transportation (such as driving or manage air travel) sit use hands and fingers speak and hear. 

• The employee is occasionally required to stand walk and lift objects (up to 10lbs weight; up to 4 ft. height). 

• Specific vision abilities required by this job include ability to see things from a close distance and ability to adjust focus. 

• The work environment utilizes florescent lighting; noise level is moderate. 

• The emotional demand of the job may cause undue stress from but not limited to moderate/heavy workload. 

• Reasonable accommodations will be individually assessed and possibly made to enable individuals with disabilities to perform the essential functions of the position. 

• Please be advised this job description is subject to change at any time.  

 ADDITIONAL LEVELS WITHIN JOB FAMILY (IF APPLICABLE)   

 Client Services Executive II 

Expert professional role primarily focused around One Call’s largest client segment. Having broad expertise or unique knowledge uses professional concepts in developing resolution to critical issues and broad design matters. Works independently on significant and unique issues where analysis of situations or data requires an evaluation of intangibles. Exercises independent judgment in methods techniques and evaluation criteria for obtaining results. Creates formal networks involving coordination among groups. Expected to be primary mentor for others o