Account Manager- Santa Rosa

Job Summary

The Account Manager role supports our team by continually developing and nurturing new leads and closing new business through innovative sales efforts. Your ultimate responsibility is keeping our production schedule full of happy and enthusiastic clients. You will work with them throughout the sales cycle and clearly manage expectations while conveying the value of the services we provide. This role supports new sales by establishing new accounts by prospecting, fielding new lead inquiries, qualifying new potential clients, facilitating project discovery calls, generating and presenting proposals, and closing the deal. Your responsibility is to manage lead channels, respond the same day of an inquiry, provide relevant information about our agency and services, and qualify clients to ensure we are a fit for their budget, timeline, and expectations. You will be expected to provide weekly reports recapping the lead source, # of total leads, channel breakdown, and other relevant metrics that provide insight surrounding leads, lead capture, and new sales. This position will be working within a team environment, working collaboratively with the Director of Sales, Project Managers and Sale Support Specialist.

Receives Direction From:

CEO and Director of Sales

Provides Direction to:

No supervisory responsibilities

Examples of Essential Functions:

Responsibilities include, but are not limited to, the following:

• Prospect, qualify and establish new accounts
• Grow existing accounts
• Respond to leads in a timely fashion
• Provide information to prospective new clients, services and pricing
• Qualify new leads, in-line with our agency model, budget, timeline, expectations
• Run project discovery meetings that define the scope of the prospective project
• Build quotes and participate in proposal builds for the purpose of closing each deal
• Proposal presentations
• Live proposal follow-up
• Closing deals
• Provide weekly, monthly and quarterly reports
• Collaborate with marketing in a monthly meeting for strategy
• Work collaboratively with Director of Sales, Sales Support Specialist (SSS) and Project Managers (PMs)
• Understand and maintain KPIs to report to Director of Sales
• Generate and maintain reports to determine if company-wide sales goals are being met, what strategies are working, and make suggestions for improvements or change where needed
• Analyze trends and create sales plans to help ensure consistent cash flow and expand the company's customer base to ensure its strong presence in the marketplace
• Meet established sales quota consistently
• Ensure the CRM system is updated daily
• Implement new and innovative methods for increasing overall sales
• We're looking for someone who is dynamic and energetic and who brings a drive to improve the sales department out of the gate
• We want you to bring ideas to the table and implement them
• Understand and report on lead trends, close rates and company-wide sales performance
• Find new markets to target
• Visit clients at their places of business or at networking or industry events
• Maintain relationship with the accounts that become clients (You won't be asked to be the project manager, just be there to keep them happy when needed.)
• Maintain and support prioritization of proposals in the pipeline
• Present upcoming discovery meetings and proposals due at the Monday Morning Stand Up meetings
• Communicate clearly any support requirements needed to meet your goals
• Help build the department's policies and procedures
• Support the growth and expansion of the business
• Understand and help accomplish budgetary goals for yourself and the business
• Understand prioritization of business goals
• Know how to speak for and represent the company with your own voice
• Always have the business' best interests in mind and act accordingly
• Represent the business at events, mixers, conferences and promotional opportunities, where applicable to sales opportunities

Qualifications Guidelines

We are looking for someone who is passionate and excited about our industry and has the qualities

necessary to shine in this position. Your capacity to learn quickly as well as guide the company's

sales department is what we're after.

Education/training/experience:

• Must be Mac proficient
• You should be familiar with current web and social software such as OS X, Google Docs / Sheets, CRM software, social media networks, slack (or other instant messaging), and other office tools
• You should be proficient in: word processing, email communication, phone and text protocols, spreadsheets, and other forms of external and internal office communications

Knowledge of:

• Clear, applicable work experience in sales
• A fundamental understanding of sales cycles and strategies
• Proficiency in CRM software and the Google Apps suite
• A fundamental understanding of the emerging cannabis industry is a must
• Demonstrable proficiency in establishing and meeting sales goals
• Demonstrable ability to understand clients and their individual / business needs
• Impeccable integrity and trust
• Do what you say you will do
• Act responsibly and with professional courtesy
• Speak with confidence and know what you're saying - be authentic enough to admit when you don't
• Be honest and clear
• Know your audience and sell them only what they need
• High success rate at meeting deadlines
• Independence and individual creativity
• We expect you to be a self-starter and to be able to find ways to improve your position and contribute to the company's success
• A sense of humor
• Ability to work in a faced-paced, energetic, lively, and occasionally stressful environment
• Excellent communication skills in the English language, including reading comprehension, written and verbal
• You don't need to be a designer or web developer, but you do need to know how to speak the language. Experience in the graphics, marketing, print and web industries is a huge plus and will weigh strongly in our decision, however it's not required.

Physical Standards:

• Must have finger dexterity, ability to use keyboard/ten key
• This position requires frequent sitting, standing, reaching, walking, handling/grasping of materials
• Reach, stoop and lift office files or records, typically weighing 20 pounds or less
• Reasonable accommodations will be considered which would allow the employee to perform the essential functions of this job
• Travel is required