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Inside Sales/Account Manager


Phoenix, Arizona


Inside Sales/Account Manager Job Opening in Phoenix, Arizona - Manage business processes that support achieving and maintaining optimal client adoption of CU Realty?s HomeAdvantage product. Provide support to External Account Manager client servicing functions and preparation of information for existing clients. Understand account strategy, goals, marketing efforts and financial position. Coordinate the flow of information in order to keep the process moving to meet strategic objectives. Identify opportunities through targeted efforts to increase client engagement and enhance customer loyalty and retention. Monitor and maintain data integrity within sales systems in order to improve external communication, and sales performance. Track, monitor and ensure that client is maximizing HomeAdvantage strategies and client employee adoption is high.
The ideal candidate has experience in managing client relationships, excellent customer service skills, detail-oriented, good analytical skills, works well in a fast-paced environment, and is dependable. This person communicates and works well with a team, but is also independently motivated. This is a work from home position so candidate must has excellent self-management skills and previously worked in a home office environment. Additionally, this person thrives on helping others and working with organizations to help them achieve their goals.
Key Responsibilities :
Monitor and analyze results to determine if client is maximizing HomeAdvantage best practices
Provide results & recommendations to External Account Manager on which best practices can be improved upon and/or implemented
Monitor client employee engagement and provide
Identify client employee training needs and provide and/or recommend training
Monitor new clients closely, analyze results, and prepare initial ?new client? for External Account Manager
Gather and analyze client purchase mortgage data
Assist Account Manager in scheduling events such as agent meetings & employee training
Some travel may be required (minimal)
? Qualifications :
Prior experience in managing customer relations
Fluent in applications of Microsoft Office Suite
Sales Force experience required
Excellent verbal and written skills
Excellent analytical skills
Excellent organizational skills
Home Office experience preferred
Mortgage or Real Estate experience a plus
Effective project management, communication and collaboration skills
Must value working collaboratively with all team members
Must be able to work in a fast-paced, deadline-driven environment
Job Type: Full-time
Salary: $32,000.00 to $50,000.00 /year
Job Location:
Phoenix, AZ
Required education:
Bachelor's
Required experience:
Inside Sales: 2 years

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