Account Representative

Full job description

Account Representative

Who We Are

CBORD and Horizon are the world’s leading providers of integrated technology solutions powering access control, foodservice, nutrition, eCommerce, and card systems for K-12 and higher education, acute care, senior living, and business campuses. Our success and growth is directly attributed to our DREAMteam. Our culture is built on integrity, respect for our people, and continuous personal development. We maintain an entrepreneurial spirit, where creativity, innovative problem solving, and learning agility drive our day-to-day actions.

DREAMteam (how we refer to all of us) You’re engaged and self-motivated. You think like an entrepreneur, constantly driving improvement and innovation. You act as a change agent. You’re a team player contributing to a collaborative and diverse work environment. We question the status quo and so should you. You are accountable and focused and take smart risks. You’re an extension of our talent acquisition team – always scouting top talent to join our team.

The Account Representative for the Client Development Group will assist the Account Management team in the field with tasks related to servicing existing accounts, focusing sales efforts, keeping management informed, monitoring competition, and maintaining professional and technical knowledge. The Account Representative for the Client Development Group has no management responsibilities.

This position operates under close supervision.

Salary Range: $40,000-$42,500

What You’ll Be Doing

Service Existing Accounts

• Plan and organize daily work schedule to call/visit existing clients
• Work in a team environment with Account Management team in the field
• Travel occasionally to client sites
• Cold call existing customer base and promptly follow up on leads
• Submit proposal, contract, and information requests to headquarters office
• Perform on-line on-site demonstrations and site visits as needed
• Maintain sales records

Focus Sales Efforts

• Study existing client base and potential volume and identify additional prospects and opportunities
• Submit annual client base/business plan
• Close sales and obtain signed contracts

Keep Management Informed

• Complete sales opportunities database, communicate travel schedules, daily call reports, weekly work plans, and sales forecasts in a timely manner
• Provide market feedback and prompt response to questions and memos from CBORD management
• Provide timely feedback regarding division’s Critical Client Initiatives pertaining to clients within territory
• Submit expense reports in a timely manner

Monitor Competition

Gather current marketplace information on pricing, products, new products, delivery schedules, merchandising samples, etc.

Maintain Professional and Technical Knowledge

• Attend educational workshops and market trade shows
• Review professional publications
• Establish personal networks
• Participate in professional networks
• Attend sales meetings

What You’ll Bring to the Table

• Ability to act assertively
• Ability to be self-motivated
• Good organizational, project management, and time management skills
• Excellent verbal, presentation, and written communication skills
• Excellent interpersonal skills
• Knowledge of Microsoft Word and Excel
• Bachelor’s Degree or equivalent experience
• One year of experience in software sales in the foodservice, healthcare, or related markets
• Occasional travel, usually no more than 3-5 days per year

Who You’ll Work With

• Client Development Team and Regional Account Managers

Why be a part of the DREAMteam: DREAMperks

Staying Healthy

• Eligible team members have access to a robust health insurance plan on their first day of employment.
• To encourage, motivate and challenge team members to take an active interest in their health and well-being, the Company provides a Wellness Benefit of $200 for the calendar year
• Access to an Employee Assistance Program

Enjoying Time-Off

Eligible team members are granted with the following paid time off annually:

• Vacation: 15 vacation days; pro-rated during the first year
• Holidays: 10 paid holidays each year
• Sick Time: 5 sick days; pro-rated during the first year
• Personal days: 3 personal days; pro-rated during the first year

Planning for the Future

• Employer paid Life Insurance / AD&D / Short-Term Disability Insurance
• Voluntary Long-Term Disability Insurance / Term Life Insurance / AD&D
• Access to FSA Plans & Commuter Benefit Plans
• 401(k) Savings Plan where the Company matches team member contributions $0.50 for every dollar saved up to 8% of pay.
• Access to the Roper Employee Stock Purchase Plan
• Paid Parental Leave Program

Make an Impact

• DREAMcares (The Company’s outreach initiative to support our extended community)

Eligible employees will have access to 3 paid days off annually to serve at a qualified and approved organization

This position will be responsible for the handling of PHI (personal health information) and/or other types of SPI (sensitive personal information) and will be expected to comply with all applicable laws and internal policies with regards to handling of PHI/SPI

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