Account Consultant - Offertory Solutions

The account consultant is a sales and customer service role which has the responsibility to maintain a high level of customer satisfaction with large accounts while increasing net revenue year to year. The Account Consultant will be a self-starter, expected to be the owner of the full customer relationship, executing excellent listening skills to respond to customer needs. This includes fulfilling current business, developing new contacts with the customer, and finding new opportunities to provide value to the customer set through OSV products and services. While revenue goals are focused on Offertory Solutions products and services, being a team player to coordinate other OSV products and services is expected as part of overall account management. The incumbent will need the skills to set and meet goals without supervision and is expected to develop revenue plans for the assigned account set, monitor competitive activity and create a compelling value case for Our Sunday Visitor. The incumbent will review territory status on a periodic basis, including customer satisfaction levels, won/lost business, new business and any outstanding issues and problem solve any issues therein.  

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

• Develop annual revenue and sales plans for assigned territory. This includes developing relationships for all key organizations at churches, understanding key value drivers for those organizations and proposing appropriate OSV solutions to provide value.
• Segment Customer set for appropriate action and follow up
• Perform in-person customer satisfaction surveys and annual recap meetings with selected customers
• Develop relationship with all key organizations in top accounts
• Attain financial goals as set by Director of Customer Satisfaction
• Attain retention goals as set by Director of Customer Satisfaction
• Analyze accounts on a daily basis to determine products and services customers do/don’t receive and improvements that can be made to current orders
• Increase sales each year by dollar amount set by the Director of Customer Satisfaction. This will be done by adding additional orders and or products.
• Increase sales for specific key accounts
• Learn and understand OSV products and services. Know how they are used in the Catholic Church. Be comfortable with selling digital products and giving product demos.
• Develop a great relationship with customers by calling on a regular basis and meeting with the parish staff. Must contact each customer multiple times per year via phone and e-mail as required
• Make several different parish visits/trips in accordance with team travel requirements
• Ability to give presentations to parish staff on-site and via GoToMeeting
• Ability to establish and provide Webinars to customers
• Ability to utilize internet marketing means to sell to current customers
• Collect potential new product and service ideas that could be offered to customers
• Resolve customer issues or problems in a timely manner and make follow up calls
• Field in-coming calls for assigned accounts, as needed
• Authority to give credit, re-runs and save accounts
• Make retention calls to get renewals and acknowledgements
• Use CRM to document each call, track opportunities, and assign all order changes
• Run weekly reports to determine which accounts to contact
• Responsible for creating and analyzing the following reports: Monthly Sales Report, Monthly Retention Rate, Customer Satisfaction, and others as needed
• Travel to conventions and diocesan events as required
• Assist with other projects

• Must have ability to create and give presentations, as needed
• Excellent verbal and written communication skills
• Proficient with Word, PowerPoint, and Outlook
• Intermediate skills in Excel required
• Two to three years of experience analyzing, creating and trending customer data
• Organized and detail oriented
• Must have effective decision making skills

• Two to three years of customer service skills required
• Two to three years of sales experience is required

Education:

• Associates degree or equivalent work experience is required
• Bachelor’s degree or equivalent work experience is preferred