AMVETS Jobs

Job Description

Responsibilities: Lead teams that deliver product/service information; adhere to predefined messaging/positioning of product/service. Lead teams that record/process customer orders. Aggregate customer issues and collate the most commonly raised issues in order to create/develop response strategy. Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Enter customer information that has been gathered through research and/or through direct customer contact into the CRM system, to ensure that the organization has quality data to enable effective customer retention and business development activities. Or ensure that team members maintain up-to-date CRM data, identifying and resolving issues. Set clear objectives for each sales call or meeting; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation. Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations. Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement. Collaborate internally and work as the customer champion in cross-functional teams to build strong external customer relationships. Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate. Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills: Works without supervision and provides technical guidance when required to acknowledge a client's indifference and gain agreement from the client to discover the root causes of resistance. Works without supervision and provides technical guidance when required to articulate the customer needs in the customer's business language and business context. Works without supervision and provides technical guidance when required to quickly identify and accurately articulate why a client does or does not want a change based on their business objectives and challenges. Works without supervision and provides technical guidance when required to orient the seller's organization around delivering to the key needs of their customers. Works without supervision and provides technical guidance when required to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Works without supervision and provides technical guidance when required to accurately identify and understand the key buying influences pertaining to an opportunity. Works without supervision and provides technical guidance when required to quickly and accurately define the needs of the key buying influencers. Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients. Works without supervision and provides technical guidance when required to quickly and effectively establish trust within the buying centers in the client’s organization. Applies understanding of the business environment and objectives to develop solutions without supervision, while also providing technical assistance when necessary. Works without supervision and provides technical guidance when required to grow the value of the account through cross-sell and up-sell opportunities. Works without supervision and provides technical guidance when required to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution. Works without supervision and provides technical guidance when required to continuously provide effective solutions and value to the client's organization. Works without supervision and provides technical guidance when required to acknowledge and ask questions to understand the circumstances surrounding client indifference. Works without supervision and provides technical guidance when required to uncover clients’ explicit needs and/or unforeseen opportunities and challenges. Works without supervision and provides technical guidance when required to help the client prioritize their business objectives and challenges. Uses clear and effective verbal communications skills without supervision and provides technical guidance when required on expressing ideas, requesting actions and formulating plans or policies. Works without supervision and provides technical guidance when required to arrive at mutually beneficial commitments that help move the sales/client relationship forward. Works without supervision and provides technical guidance when required to ask questions that encourage the client to talk openly about their key objectives and challenges. Works without supervision and provides technical guidance when required to clearly present solutions that link directly to the key objectives and challenges important to the client. Works with full competence to navigate conversations in which the customer is frustrated or unhappy with the organization. Typically works without supervision and may provide technical guidance. Works without supervision and provides technical guidance when required to facilitate the commercial details of an opportunity such that both parties are satisfied with the value gained. Works without supervision and provides technical guidance when required to carefully prepare for client interactions using established frameworks. Works without supervision and provides technical guidance when required to identify ideal potential clients. Works without supervision and provides technical guidance when required to spend the appropriate time for the size and potential of each opportunity. Works with full competence to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works without supervision and may provide technical guidance. Works with full competence to leverage digital communication (email, text, chat, social media) to create positive, defining moments for customers. Typically works without supervision and may provide technical guidance. Works with full competence to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works without supervision and may provide technical guidance. Works with full competence to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works without supervision and may provide technical guidance. Works with full competence to recognize sales opportunities during service interactions to enhance overall customer service. Typically works without supervision and may provide technical guidance.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcomes

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

#LI-JM1