• Builds relationships with customer account team, including key buyers/decision makers.
• Assists in creating opportunities (e.g., progress meetings, fact-finding/exploratory meetings) to build customer account.
• Understands and reports a customer’s business issues through appropriate organization channels.
• Recommends products, services, and insights that meet customer needs.
• Acquires a good understanding of how the department operates and fits into the larger organization.
• Demonstrates awareness of the policies, practices, trends, and information (including competitor) that impact the organization and its customers.
• Demonstrates good understanding of the financial impact of decisions/solutions on the organization and its customers.
• Documents components of a business case for change at the direction of more senior colleagues as needed.
• Acquires and maintains a working knowledge of financial data and the company’s standard contract terms and conditions by reading product literature, contracts, and asking questions of peers.
• Learns when to partner with legal resources to modify or adjust standard contract terms.
• Learns the contract negotiation process and how to complete contractual arrangements.
• Exchanges nuanced information to build consensus.
• Able to handle key objections with ease and proactively seeks help from a manager when needed to address areas of difference and ensure agreements among all parties.
• Conducts straightforward cost, benefit, and risk analyses of possible solutions and the implications not reaching an agreement.
• Identifies and actively engages stakeholders in decision making and strategies to benefit account and organization. Closes deals effectively.
• Understands standard offerings and major areas of expertise.
• Builds a working knowledge of products, technologies, offerings, etc., within scope of responsibility.
• Develops an understanding of competitors’ standard products and services.
• Demonstrates insightful application of products, technologies, and offerings to account.
• Demonstrates the importance of maintaining ongoing business relationships with colleagues and external customers.
• Strategically builds relationships to support total portfolio and organization needs.
• Develops understanding of customer’s industry and competitive market.
• Attends meetings with customers to understand needs and expectations.
• Learns the metrics to assess the performance of products, services, and solutions against customer needs/expectations.
• Develops key value proposition statements, case studies, etc., to demonstrate the value of the company’s products, services, and solutions.