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Travel
Required Experience
Preferred Education and Experience
Callahan & Associates, Inc. is an employee-owned company focused on improving the credit union industry through leading research, analytics, networking, and consulting. For more than 30 years, our team has been at the leading edge of credit union issues and innovations. If you are looking to join an entrepreneurial, fast-paced company that encourages and rewards excellence, then come join the Callahan team.
In this position, you will play a strategic role within the Advisory Service team as an individual contributor. You will be entrusted to oversee a key piece of the company’s existing revenue, aiming to quickly establish credibility with industry leaders, deliver against a best-in-class value proposition, and support the company’s growth initiatives.
This position will be based in the heart of Washington, D.C., where Callahan’s newly renovated headquarters offers a dynamic work environment which lends itself to team-wide collaboration, as well as flex space for buckling down and working in solitude! We have a highly engaged workforce in a business casual dress environment.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Primary responsibility is to develop meaningful, long-standing client relationships consistent with strategic objectives.
- Works in tandem with Vice President of Advisory Services to create over-arching territory plans and work to execute/report.
- Responsible for successfully managing existing accounts by striving to understand customer’s expectations, developing support strategies, measuring results, and delivering against assigned territory targets/goals.
- Provides account strategies and direction to account management support associates.
- Makes regular calls on assigned customers within established accounts to assure long-term customer satisfaction.
- Develops and maintains working knowledge of company offered product lines.
- Recommends appropriate solutions/applications to meet customer needs.
- Analyzes market research, identifies trends, and develops specific valuable resources to drive conversations and creates constructive dialogues with customers.
- Solves problems utilizing top-notch diplomacy.
- Collaborates across teams to ensure resources are tailored to meet member’s needs.
- Ensures CRM database (Salesforce.com) contains accurate account details and contact information without direct oversight by manager.
Travel
Minimal out-of-area and overnight travel is expected.
Required Experience
At least three to five years of proven success in consultative or solution sales, with ability to autonomously manage a high-volume revenue pipeline and client relationships.
Preferred Education and Experience
- Bachelor’s degree
- Proficiency in SalesForce.com
- Software or SaaS sales experience preferred
- General interest in the financial services industry
- Ability to communicate effectively with executives by email and phone
- Experience thinking through problems creatively
- Attention to detail
- Proven experience managing multiple, competing priorities
- Ability to work in a fast-paced environment and balance multiple priorities
- Experience managing individual projects, programs, product lines, or junior staff
- Effective organization and time management skills
- A results-oriented, team player that is skilled at prospecting
- Excellent project management, time management, account-coordination skills, and implementation of multiple tasks and/or responsibilities with very limited oversight or direct management.
