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Account Manager

Optimal Blue

Role overview

Qualifications

  • 2-3 years direct sales experience with track record of success, preferably in the software industry
  • Strong written and verbal communication skills
  • Experience with a CRM to track sales information
  • Strong organizational skills

Responsibilities

  • Make a minimum of 50 calls per day to customer contacts in assigned territory
  • Prospect by phone to develop 25 new leads per month, exclusive of Marketing generated leads
  • Conduct at least 2 webinar product shows annually
  • Responsible for compliance with CRM tools and logging of all activities

Key facts

Hard skills

Microsoft Dynamics CRM Lead Generation Digital Sales Software Sales

Other skills

  • Sales
  • Relationship Building
  • Organizational Skills
  • Communication

About the company

Optimal Blue logo

Optimal Blue

Mortgage & Real Estate Finance

Optimal Blue effectively bridges the primary and secondary mortgage markets to deliver the industry’s only end-to-end capital markets platform. The company helps lenders of all sizes and scopes operate profitably and efficiently so they can fulfill the momentous role of helping American borrowers achieve the dream of homeownership, regardless of market dynamics. Through innovative technology, a network of interconnectivity, rich data insights, and expertise gathered over more than 20 years, Optimal Blue is an experienced partner that allows lenders to optimize their advantage from pricing accuracy to margin protection, and every step in between. To learn more, visit OptimalBlue.com.

Company details

IndustryMortgage & Real Estate Finance
Company size201 - 500

Links

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Job description

 Account Manager  

Business Unit: OPE 
Location: US Remote 


Travel Required: 20% Travel across North America freely

Company Summary 

Ideal Computer Systems is a North American software company that provides dealer management software to equipment dealerships across industries such as outdoor power equipment, powersports, marine, RV, agriculture, and golf car. Founded in 1985, Ideal serves 2,500+ dealers in the U.S. and Canada with an all-in-one platform that supports inventory, sales, service, parts, accounting, CRM, and reporting. Known for its dealer-driven development approach and strong customer support, Ideal is part of Constellation Software Inc., combining the stability of a global organization with deep industry expertise. 

C-Systems Software Inc. is a North American dealership business management software provider specializing in solutions for outdoor power equipment, agricultural and powersports dealers. The company offers an integrated system that helps dealerships manage processes, departments, and data in one platform, improving efficiency and focusing on strategic business goals. With 30+ years of industry experience, C-Systems combines deep domain expertise with strong customer support and is part of Constellation Software Inc. following its acquisition in 2018. 

The Job 

The Account Manager is responsible for all current and potential across OPE accounts for Ideal and CSystems, within an assigned geography. This role focuses on outbound relationship building, lead generation, product demonstration, and the effective use of CRM tools to support sales processes. 

 

Responsibilities include: 

  • Minimum of 50 calls per day to customer contacts in assigned territory.  

  • Conduct outbound calls to all current dealers in assigned territory and establish a follow up cadence accordingly.  

  • Prospect by phone to develop 25 new leads per month, exclusive of Marketing generated leads.  

  • Conduct at least 2 webinar product shows annually Ie. Quickbooks interface, mobile, Price lists, etc.  

  • Responsible for compliance with usage of tools such as CRM, Quoting tools, etc. (Including updating all customer fields in SFDC, logging of all activities and including all notes/descriptions within SFDC.  

  • Demo at a high level all Ideal solutions for existing customers.  

 

 

Experience/Skills include: 

  • 2-3 years direct sales experience with track record of success, preferably in the software industry 

  • Previous experience within digital and web sales 

  • Strong written and verbal communication skills 

  • Experience with a CRM to track sales information 

  • Dealership experience a huge asset 

  • Strong organizational skills 

 

FLSA Designation (US Only):

Exempt

Salary Range:

The estimated base salary range for this role is USD$50,400.00 - USD$61,600.00 per year. We include salary ranges in job postings only where required by applicable pay transparency laws, based on the jurisdictions in which the role may be performed. The posted range is a good faith estimate and reflects factors that are subject to change. Final offer amounts may vary based on job-related factors, including work location, candidate experience and expertise, and other relevant considerations.

Other Compensation (US Only):

This role will also be eligible for participation in a Company profit sharing bonus plan. Sales positions may be eligible to participate in the business commission plan. Plan details will be provided to you upon hire.

Benefits (US Only):

Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match).

Time off (US Only):

The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.

We recognize the value and importance of diversity and inclusion in our communities and in the workplace. We celebrate diversity and one of our goals as an employer is to create an inclusive work environment for all employees. We are an equal opportunity employer and do not discriminate against any employee or applicant because of race, religion, sex, sexual orientation including gender identity or expression, pregnancy, national origin, age, marital status, veteran status, disability status, or any other category or characteristic protected by law.

Applicants with disabilities who would like to require a reasonable accommodation related to any part of the application process may contact us at Perseus_HR@constellationhbs.com.

NOTE: If an applicant is selected to receive a conditional offer of employment, and in accordance with applicable law, a criminal background check may be conducted before the offer becomes final and employment begins. Pursuant to the San Francisco Fair Chance Ordinance, and other applicable laws, we will consider for employment qualified applicants with arrest and conviction records.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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