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Trainer/Account Specialist

Company: Trendgraphix, Inc.
Location: Sacramento
Posted on: November 11, 2018

Job Description:

Job summary

Trainer/Account Specialist is responsible for managing client satisfaction through exemplary customer service, product training/support, as well as prospecting and selling company's web-based products to new and existing clients. Duties will be performed in the following areas: (1) Product demonstration/training and support using webinar or go-to-meeting software; (2) Prospecting and managing new leads; (3) Daily client interaction (100% via phone & email) and task management using SalesForce software for record keeping.

Summary of essential job functions

o Performing product training webinars, videos and email campaigns.
o Supporting and maintaining relationship with existing customers to achieve highest level of customer satisfaction for retention (e.g. contract renewal) and add-on sales.
o Preparing "how-to" documents for users on topics assigned.
o Preparing sales related email marketing campaigns.
o Performing sales and post-sale client follow-up.
o Timely and accurately inputting data in various software systems.
o Assisting in creating proposals, completing contracts within specified guidelines (always seeking input from management) as assigned.
o Preparing and procuring client Service & License Agreements, MLS data access agreements (DAA), and setting up documents (client contact, billing records and payment information) of new clients in SalesForce system and submitting required information to technical support and accounting for processing.
o Promptly and timely responding to and pre-qualifying internet leads and other incoming inquiries.

Measurements of success:


  • # of training/webinars conducted
  • # of tips & tricks email campaigns delivered
  • # of marketing campaigns delivered measured by assisting sales department in receiving more sales inquiries and sales leads
  • Customer satisfaction measured by the results of client retention and customer feedback
  • Working with product development team to acquire and maintain MLS data access agreements
  • Timely delivering projects, assignments, and reports to management with consistent quality

    Ability for success:

    o Consultative, value-based approach, persuasive plus excellent verbal and written communication skills. Can "connect" with clients effectively and easily over the phone and email.
    o Exceptional customer service and listening skills.
    o Self managed and goal driven, with ability to set priority and stay focused. Demonstrate skills in time management and organization.
    o Creative and focused: able to collaborate with others for problem resolution that is practical and at the best interest for both the clients and the Company.
    o Adaptable and flexible: able to multitask effectively without frustration.
    o Strong sense of duty and responsibility for completing work timely.
    o Ability to collaborate with others in the company to achieve common company goal.
    o Solid negotiation/competitive selling skills - ability to negotiate terms and pricing within given parameters.
    o Ability to take a lead and upsell them
    o Proven ability to achieve sales targets.

    Education/experience requirements:

    • Associate or Bachelor Degree in Business, Marketing, Communications or other related field
    • 2+ years of working experience in a customer facing environment. Prior real estate, mortgage, title business is highly desired
    • Experience in doing sales & training presentations via webinar and go-to-meeting software
    • Prior working experience of SalesForce software or other similar CRM programs to manage sales activities is highly desired
    • Proficiency in Microsoft Word, Excel, Power Point, Publisher, and Gmail & Google Docs/Google Drive

      Keywords: Trendgraphix, Inc., Sacramento , Trainer/Account Specialist, Human Resources , Sacramento, California

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