Nov 15, 2021

Account Consultant -- School Solutions

  • Our Sunday Visitor
  • Remote
Full time Sales

Job Description

Incumbent is responsible for sales and consulting with parishes, schools, and/or dioceses to develop strategies and sell OSV products and services associated with those strategies, especially for community based and school advancement solutions. The Account Executive will incorporate the full breadth of OSV products and services to the extent possible as part of the overall solutions.  This role may also be responsible for the overall project manager for customer engagements and the product sales cycle. This position is responsible for initiating and following through to close sales and meeting sales goals defined by Sales Manager/Director, maintaining relationships with customers, fostering new relationships, maintaining and updating customer database, keeping product knowledge current, managing and utilizing OSV resources effectively.

The incumbent will create a plan to develop relationships across the territory which will result in successful engagements at parishes, schools, and dioceses yielding both high levels of customer satisfaction and attainment of revenue goals for the territory. The incumbent will review territory status on a periodic basis, including customer satisfaction levels, won/lost business, new business and any outstanding issues.  The incumbent will provide recommendations for new product and service offerings to product managers. 

Essential Job Functions (*=Non-essential tasks):

  • Sell and manage consulting engagements which result in increased support for parishes, schools, and/or dioceses
  • Manage all related operations ensuring achievement of organizational sales goals as needed
  • Develop strong positive relationships contacts at assigned dioceses, schools, and parishes which result in repeat business
  • Develop a thorough understanding of diocesan, school, and parish organizations and business processes as appropriate
  • Develop annual revenue and sales plans for assigned territory. This includes understanding key value drivers for those organizations and proposing appropriate OSV solutions to provide value
  • Conduct presentations and workshops as appropriate
  • Be a strategic partner who proactively offers new solutions to benefit the customers and to help their respective programs
  • Provide regular updates and status against plans for OSV management team to include recommendations and business justification to OSV for changes to products and services or new products and services
  • Work closely with pre-production and production teams, administrative teams, and others to ensure timely response to client requests, and resolution of any problems
  • Coordinate resolution of customer issues in a timely manner making follow up calls as required
  • Use CRM to document calls, track opportunities, and assign all order changes
  • Use other tools as needed to provide sales revenue reporting, revenue retention reporting (increased/decreased revenue) and Customer Satisfaction
  • Collaborate with production and marketing staff on campaign-related collateral materials and events, ensuring timeliness, accuracy and consistency of messages
  • Assist with ongoing measurement of financial success of engagements, both for the client and internally
  • Ability to travel to conventions, diocesan events, or customer meetings
    1. Other duties as assigned 

Required Skills

  • Excellent verbal and written communication
  •  Ability to manage statistical data in order to drive effectiveness and devise strategic plans
  • Ability to discover needs and sell products and services
  • Strong relationship building skills required
  • Detail-oriented with the ability to take initiative and work independently
  • Willing to learn new solutions
  • Has strong sales aptitude or displays capacity for sales aptitude
  • Ability to set and meet goals without supervision
  • Organizational skills with the ability to multi-task
  •  Team player
  • Problem solving skills

Required Experience

  • Proficient with Word, Excel, PowerPoint and Outlook
  • Minimum of 5 years of consulting, customer service or sales experience, including large account management experience
  • Territory planning experience
  • Proven record of revenue results with high levels of customer satisfaction
  • Experience working with various organizations within the Church with proven success
  • Completed Business or Communication classes
  • Knowledge of business management and planning   
  • Fundraising Experience
  • Knowledge of or experience with Catholic school and/or parish markets preferred
  • Must be willing to travel 50%
  • Ability to meet daily goals and meet deadlines
  • Daily customer calls and/or visits in the field
  • Ability to set up a home office
  • Evening and weekend work required periodically throughout the year
  • Knowledge of selling techniques and ability to close sales is preferred, but training will be provided
  • Self-starter
  • Must have a valid driver’s license with an acceptable driving record that meets company requirements
  • Fluency in Spanish is not required, but is ideal



·         Bachelor’s Degree is preferred; however, a combination of relevant work experience and education will be considered. 

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