Client Engagement Specialist - Technology Consulting

Job you will do

Typical Day in the Life

The Client Engagement Specialist (CES) -(Techno Consulting) is responsible for generating high quality leads for our Technology Consulting team. The CES will be responsible for making outbound calls and achieving a personal sales quota. The ideal candidate will be highly energic, have a passion for inside sales and a proven track record of selling technology consulting services or B2B software as a service (SaaS) products such as NetSuite, Salesforce or other similar services. The CES will also represent the full suite of accounting and tax services offered by the firm. The CES will report to the firm's Inside Sales Manager and be a member of sales team.

A typical day as a Client Engagement Specialist might include:

• Making outbound calls to sell business applications software solutions related technology consulting services to prospective and existing clients
• Identifying client/prospect needs and effectively communicate potential solutions and benefits provided by Eide Bailly
• Collaborating with cross functional teams to develop and execute internal and external campaigns and initiatives
• Following-up channel partner leads, from webinars and industry/regional marketing campaigns to identify sales opportunities
• Demonstrating effective understanding of the full-service offerings of Eide Bailly
• Generating adequate pipeline from calling campaigns and target lists to build a sales funnel
• Managing day-to-day operational tasks including maintaining accurate records in Salesforce database.
• Working closely with sales management and other leaders to evaluate and improve sales process effectiveness
• Participating in bi-monthly pipeline meetings

 

Who You Are

• You have a bachelor's degree or equivalent experience required; major in business preferred
• You are an Inside Sales professional with a minimum of 3 years of demonstrated success in selling B2B software CRM, complex Cloud solutions or technology consulting preferred
• You have a strong executive presence and demonstrated leadership skills, good judgment, and ability to effectively interface with employees and leaders at all levels within the firm
• You have strong verbal and written communicator who can gain an understanding of market conditions, competitor products and pricing then leverage this knowledge to effectively communicate Eide Bailly's services and key differentiators
• You are a trusted individual who maintains high standards for self and team
• You are a competitive individual who can thrive in a fast-paced, high energy environment
• You are an organized individual who can follow a metric driven sales process to achieve sales and activity goals and maintain up-to-date prospect and client information in Salesforce
• You are proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint) and CRM
• You have the ability to travel as needed, up to 10%
• This position may require some overtime hours

Must be authorized to work in the United States permanently without the requirement of sponsorship at any point in the future.

 

What to Expect Next

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page.

 

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About the team

Who We Are

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 14 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it!

 

Why You'll Love Working Here

At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth. Innovation is highly encouraged, which is where programs like our EB Xchange originate. This program allows interested tax and audit employees to complete a rotation into a specialty area. We promote happy employees by making work/life balance a priority along with being actively involved in our communities. Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year. Most importantly, we like to have fun! We offer a professional and fun work environment with frequent lunch and learns, socials, contests, outings and other events.