Department: Consulting Services Group - Production
Reports to: Senior Vice President – Consulting Services Group
FLSA Status: Exempt Basic Function
The Account Executive will be primarily responsible for lead generation and relationship-building
activities in assigned accounts within a designated geographical region. This position will support the
company’s business plan, and revenue goals, with the primary focus on generating Discovery, calls for the
VP / Business Development Team Lead. The conference calls will be scheduled with the VP / Business
Team Lead and at least one C-level executive (e.g., CEO, CFO, COO, etc.), or interested decision maker,
from the bank or credit union prospect to discuss the company’s consulting solutions.

Essential Duties and Responsibilities

• Prospecting & Lead Generation. Develop leads and cultivate relationships with clients and
  prospects via phone and email in assigned accounts, and schedule Discovery calls with the VP /
  Business Development Team Lead. Prospecting and lead generation is critical to this position. As
  part of this process, develop new leads and relationships to assist the VP / Business Development
  Team Lead in taking prospects through the sales funnel to close new business and to expand the
  current client base within the respective geographical region. This position will be assigned
  specific goals and measured on a range of KPIs, including Activity KPIs (calls and emails) and
  Productivity KPIs (Discovery calls, Presentations, and Sales), among others. For example, the
  minimum expectation for this position will be 250 Total Activities (outbound calls and/or emails) per week.
  
  
• Communication. Demonstrate effective verbal and written communication skills with clients and
  prospects. These skills are essential for daily prospecting via phone and email correspondence to ensure success. Clear, effective verbal communication is also required
  for conference calls and sales presentations with clients and prospects.
  
  
• Administration. Create ROI / Benefit analyses, MS PowerPoint sales decks, MS Outlook
  calendar invites, proposals, FedEx packages, email templates, and other content, as necessary,
  to assist the VP / Business Development Team Lead during the sales process. Maintain updated,
  organized, detailed notes and contacts in all assigned accounts within Salesforce.com. Assist
  Marketing in executing Direct Mail or Digital campaigns and other various Sales and Marketing
  campaign efforts.
  
  
• Training & Development. Participate in all required meetings, courses, training, and coaching
  sessions to strengthen industry and product knowledge and to enhance communication skills
  and sales abilities to become more effective and grow as a sales professional. Understand the
  company's consulting solutions' concepts, fundamentals, and mechanics. Remain well-informed
  of current market and industry news and conditions through available resources, such
  as LinkedIn, S&P Global, FDIC, NCUA, CFPB, ABA, ICBA, CUNA, Credit Union Times, and many
  more. This position will also assist in developing the company’s knowledge
  base and training material (i.e., the Playbook).
  
  
• Other. Attend tradeshows as requested. Perform other related duties as assigned.

Required Skills and Experience

• Communication Skills
• Clear, Effective verbal and written communication abilities
• Clear, Effective presentation and demonstration abilities
• MS Office 365
• Salesforce.com preferred
• 2-4 Years of successful inside sales
• Banking industry experience preferred

Education
Bachelor’s Degree
Business Degree preferred

Benefits
Medical Insurance
Dental Insurance
Vision insurance
401(k)
Disability insurance

Ceto Commitment

We are committed to maintaining a diverse workforce and an inclusive work environment. Ceto will not tolerate discrimination in employment, employment-related decisions, or business dealings based on race, color, ancestry, age, sex, sexual orientation, religion, disability, ethnicity, national origin, veteran status, marital status, pregnancy, or any other legally protected status. We should provide an environment free of discrimination to our employees, clients, and vendors.