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Account Manager

Callahan & Associates, Inc.

This is a Contract position in Copperas Cove, TX posted August 17, 2021.

Callahan & Associates, Inc.

is an employee-owned company focused on improving the credit union industry through leading research, analytics, networking, and consulting.

For more than 30 years, our team has been at the leading edge of credit union issues and innovations.

If you are looking to join an entrepreneurial, fast-paced company that encourages and rewards excellence, then come join the Callahan team.

In this position, you will play a strategic role within the Advisory Services team as an individual contributor.

You will be entrusted to oversee a key piece of the company’s existing revenue, aiming to quickly establish credibility with industry leaders, deliver against a best-in-class value proposition, and support the company’s growth initiatives.

Responsibilities Primary responsibility is to develop meaningful, long-standing client relationships consistent with strategic objectives.

Works in tandem with the Team Lead to create over-arching territory plans and work to execute/report.

Responsible for successfully managing existing accounts by striving to understand customer’s expectations, developing support strategies, measuring results, and delivering against assigned territory targets/goals.

Provides account strategies and direction to account management support associates.

Makes regular calls on assigned customers within established accounts to assure long-term customer satisfaction.

Develops and maintains working knowledge of company offered product lines.

Recommends appropriate solutions/applications to meet customer needs.

Analyzes market research, identifies trends, and develops specific valuable resources to drive conversations and creates constructive dialogues with customers.

Solves problems utilizing top-notch diplomacy.

Collaborates across teams to ensure resources are tailored to meet member’s needs.

Ensures CRM database ( contains accurate account details and contact information without direct oversight by manager.

Required Experience At least three to five years of proven success in consultative or solutions sales, with the ability to autonomously manage a high-volume revenue pipeline and client relationships.

Preferred Education and Experience Bachelor’s degree Proficiency in SalesForce Software or SaaS sales experience preferred General interest in the financial services industry Ability to communicate effectively with executives by email and phone Experience thinking through problems creatively Attention to detail Proven experience managing multiple, competing priorities Ability to take initiative on projects and customer service interactions.

Strong verbal and written communication skills Ability to work in a fast-paced environment and balance multiple priorities Experience managing individual projects, programs, product lines, or junior staff Effective organization and time management skills A results-oriented, team player that is skilled at prospecting Excellent project management, time management, account-coordination skills, and implementation of multiple tasks and/or responsibilities with very limited oversight or direct management.

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