Responsibilities
include but are not limited to :
- Work closely with sales team to retain and gain new business
- Effectively present and explain financial products and their intended value
- Negotiate spreads and maximize profitability on all business
- Build and maintain strong, long-lasting relationships and communication
- Analysis of existing client accounts with the goal of identifying upselling and cross-selling sales growth opportunities
- Ensure the timely and successful delivery of requests and solutions according to client needs and objectives
- Communicate the status of all client relationships clearly and timely
- Assist with high severity requests or issue escalations as needed
- Ensure all required processes are used to maximize performance and yield and achieve consistency with strategies set by senior management
- Participate in strategic planning, including corporate positioning, competitive analysis, customer segment selection and penetration plans
- Assess market potential, competitive pricing and profitability for existing business models and assist in developing documentation for new models
- Assist in product marketing, including product launch management, new business development, presentations, sales tools, and competitive analysis
- Continually refine all processes as necessary to stay in front of customers in relevant industries
- Track metrics for all programs and activities
Qualifications
Bachelor’s degree or 2+ years of customer service or account management experiencePassion to learn and relationship drivenDesire to work in a competitive sales and team environmentExcellent computer skills (Salesforce and Microsoft Office Suite)Highly organized with the ability to multi-taskSelf-motivated and self-sufficient, while having the confidence to seek guidance and direction as neededCritical thinking and negotiation skillsAttention to detailStrong interpersonal communication skills, both written and verbalBilingual skills not required, but a plusBenefits Package At Shamrock we hire bright, ambitious people and give them the tools they need to be successful. By investing in training and development, we hope to become a long-term career for employees, where there are always opportunities for advancement. Shamrock also offers a premier set of benefits for employees and their families :
Medical : Fully paid healthcare, dental and vision premiums for employees and eligible dependentsWork-Life Balance : Competitive PTO, paid leave policies and eligibility for work from home opportunities after an introductory periodFinancial : Generous company 401(k) contributions and employee stock ownership after one yearWellness : Onsite gym and discounted membership to nearby fitness center