The Details:
The Accounting & Legal Sales Strategic Account Renewals Whitespace & Winbacks Sales Rep will be responsible for making outbound calls to assigned projects and digital contacts to assist customers with their Learning Solutions Renewals, Whitespace, and Winbacks, Continuing Professional Education (CPE), and Continuing Legal Education (CLE) needs.
What You'll Do:
- Responsible for calling former customers to win them back in renewing their subscriptions.
- Reaching out to new prospects for new sales of our CPEdge and LegalEdge products.
- Average 25 calls per day on assigned Outbound projects. These will mainly be calling on Winbacks and Closed Lost customers to assist them and secure their annual renewal, as well as other Outbound Projects as assigned. Manage the campaigns assigned to them. This includes CPEdge, LegalEdge, Gear Up, and CPE Network.
- Manage the campaign assigned restarts for our non-subscription CPE and CLE solutions. This includes non-subscription courses such as Gear Up seminars, GU self-study, live events, and webinars.
- Work on periodic account research projects as assigned by the management team.
- Work with other Sales Account Managers on sales with their assigned accounts
- Responsible for securing our renewals for our Accounting & Legal products.
- Helping grow our business when upsell and new opportunities arise by assisting customers when appropriate or connecting them with their assigned territory rep.
- Meet or exceed assigned goals for renewals, restarts, winbacks, and whitespace.
- Place outgoing sales calls, enter customer orders, and update contact information.
- Answer Inbound Sales queue calls for the CPE & CLE business if needed.
- Work with our Digital Automation resources to work digitally with our customers.
- Use Revenue Grid to manage campaigns and sequences for customer renewals and restarts.
- Responsible for handling direct incoming calls, emails, and leads through resolution in a timely manner.
- Enter detailed information for each customer interaction into the department’s sales call tracking system, Salesforce, in a timely manner.
- Enter Opportunities for each potential sale. Keep Opportunities and Pipeline updated at all times to assist with accurate Forecasting.
- Upsell new solutions to customers when opportunities arise with the customer.
- Maintain thorough knowledge of production schedule, product, pricing grid, and shipping prices.
- Ensure an accurate, timely process for maintaining customer account information and for closing pricing transactions.
- Continuously work with leadership to refine sales strategy to optimize efficiency and results.
- Actively contribute to both the overall Sales Department and the Company objectives.
- Learn and thoroughly understand CeriFi products and services.
- Understand how all of our CeriFi products are used in the Tax, Accounting, Legal, and Financial Education industries to better present and sell our CeriFi products to meet the customers’ needs.
