Account Management/Sales Support (Hybrid)

FUNCTION: The Sales Support Representative assists the team in promoting Cass services by responding to requests for information/proposal, providing sales material and creating reports. In addition, this position provides Cass product training, maintains the relationships with assigned Energy Service Providers (ESPs) where applicable, provides sales and tradeshow support, and develops solution-based proposals for renewals.

• PRINCIPAL RESPONSIBILITIES AND DUTIES:
• Provides timely, accurate turnaround of client or partner inquiries/requests and leads the onboard process for new resellers.
• Monitors pricing opportunities that involve multiple partners, to ensure pricing parity; escalates to management any pricing suggestions based on knowledge of opportunity.
• Leads pre-sales efforts by responding to Requests for Information (RFI) or Requests for Proposals (RFP) or by developing custom proposals.
• Maintains customer relationship management (CRM) system to ensure proper fields are completed and updated for tracking and useful analytics.
• Tracks agreements and leads the process to ensure successful renewals by effectively communicating with the client and upselling to meet client needs.
• Updates pipeline opportunities on a consistent basis and runs accurate reports for leadership; creates new reports as necessary.
• Conducts sales calls and participates in meetings with prospects as needed (virtually or at client site), demonstrating Cass web tools and internal processes/procedures.
• Trains and demos web products to clients, prospects or partners on Cass processes, services, and business intelligence portal.
• Arranges and conducts tours at Cass and provides tradeshow support.
• Develops and maintains sales presentations and print material and orders advertisement specialty items that are consistent with Cass Branding Guidelines.
• Maintains reports on key metrics such as web traffic, keyword rankings, and lead conversions and creates and implements plans for improvement.
• Provides input on marketing strategy, campaigns, and overall planning and creates, manages, and tracks any approved marketing campaigns from list development to opportunity creation.
• Works with external vendors and supports content creation (case studies, blog posts, white papers, etc.) and publishes content to website and social media platforms; ensures existing content stays current and is compliant with Cass Branding Guidelines.
• Other duties as needed or assigned.

SKILLS AND ABILITIES REQUIRED:

• Demonstrated highly effective written and oral communication and interpersonal skills with prospective executives and the ability to communicate at all levels throughout large organizations.
• Enthusiastic and professional demeanor exhibiting a high level of honesty and sincerity in interacting with prospects and customers so that a professional and trusting relationship can be formed.
• Proficient listening, questioning and analytical skills necessary to formulate the needs, objectives and business requirements presented by prospects.
• Cognitive ability to translate Cass's processes into successful RFP's.
• Ability to create and maintain organized documentation.
• Strong planning and organizing skills, with the ability to balance multiple tasks and changing priorities.
• CRM software experience required, preferably Salesforce.
• Microsoft Office experience required, with intermediate knowledge of PowerPoint for presentations.
• Ability to travel up to 10% or approximately 1 week a quarter.

MINIMUM LEVEL OF PREPARATION AND TRAINING NORMALLY REQUIRED BY THE JOB:

• Bachelor's degree in business, communications, or related fields or equivalent related experience.
• 1-3 years of experience in sales support or account management, preferably in a technical service or channel sales environment.
• Direct experience in sales for the utility (electricity or gas) industry preferred.

APPLICATION PROCESS:You can directly apply through Cass's website at https://www.cassinfo.com/careersPlease apply directly to this position via the "Apply" button. You will be required to create an account and provide your resume, contact information and other pertinent employment information. This process typically takes 20 minutes or less. Should we find that you meet the minimum requirements of the position, a member of our recruiting team will be in touch to start the interview process.

ABOUT OUR COMPANY:

Cass Information Systems, Inc. is a leading provider of integrated information and payment management solutions. Cass enables enterprises to achieve visibility, control and efficiency in their supply chains, communications networks, facilities and other operations. Disbursing over $90 billion annually on behalf of clients, and with total assets in excess of $2.5 billion, Cass is uniquely supported by Cass Commercial Bank. Founded in 1906 and a wholly owned subsidiary, Cass Commercial Bank provides sophisticated financial exchange services to the parent organization and its clients. Cass is part of the Russell 2000®. More information is available at www.cassinfo.com.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)