Client Relationship Manager – Banking & Investments
Bank of America
Job Level
Mid-LevelSenior
About the role
- Conduct field work to expand Netsync’s client base and maintain relationships with assigned account partners
- Work in an outside sales environment and manage opportunities through the entire sales life cycle
- Visit client sites, bring clients in for tours, and entertain clients in social settings
- Drive within the assigned territory and designated location parameters (McAllen, TX)
- Proactively identify new business opportunities via local and online research, phone calls, and networking
- Build and maintain key relationships with strategic clients and manufacturing partners
- Develop a strong understanding of Netsync’s products and services and communicate them to potential clients and partners
- Coordinate across Netsync business units by gaining understanding of internal operations
- Responsible for achieving top-line revenue and gross profit (annual GP target: $650K)
- Enter account data and related metrics into the CRM system for manager review
- Travel as required to attend trainings, partner events, and Netsync required gatherings
Requirements
- Be self-motivated and highly competitive
- Demonstrate strong communication skills and self-motivation
- Work effectively in a team setting and collaborate well with clients and partners
- Be service-oriented and focused on meeting the needs of clients, manufacturing partners, and Netsync
- Perform well under pressure and confidently handle executive-level conversations
- Possess in-depth knowledge of OEM sales programs and understand how to leverage them
- Maintain a strong drive for professional growth and consistently strive to exceed sales goals
- Bachelor’s degree preferred
- 3–5+ years of experience in corporate account management and sales preferred
