销售解决方案顾问 – 客户管理
Sales Solutions Consultant – Account Management
位置：远程（美国）
出差要求：10–30%
简介：
销售解决方案顾问 – 客户管理是一个职业发展岗位，通过理解客户要求、识别产品功能差距并开发定制化解决方案来支持客户管理团队。
理想的候选人应具有抵押贷款领域的行业经验，并协助推荐和打包最适合客户的產品或服務。
此级别职位通常需要8年以上市场工作经验。该职位日常监督较少，新项目或任务会获得一般性指导。
主要职责与责任
- 利用对产品及其功能的了解，在客户管理和保留过程中发挥关键作用，协助客户经理解决客户要求。
- 开发适当的产品解决方案以满足客户的业务需求。
- 代表客户经理推动解决方案保障流程，获取客户要求，与客户经理和客户一起识别并优先处理功能差距，启动请求源流程以获取解决功能差距的估算，或定义适当的替代方案，并收集所有必要信息供内部供应商承诺执行转换。
- 代表客户经理推动承诺流程，获取内部对解决方案保障文件中定义工作的承诺。
- 为客户管理团队提供创建和打包提案的指导。
- 为建议书和信息请求的相关部分提供输入。
- 为客户进行产品演示或展示，可以是面对面或通过基于网络的工具。
- 创建和维护产品演示文稿。
- 参与与客户的业务需求评审。
- 参与产品发布流程。
- 定期向 Dark Matter 产品经理反馈客户要求。
- 在适当的情况下与供应商和其他组织互动，评估第三方供应商的机会和解决方案。
- 编制并向业务评审委员会提交提案以获得批准。
- 执行其他相关职责。
通用知识、技能与能力
- 熟悉我们的应用通常使用的行业（如银行、抵押贷款、公用事业等）
- 熟悉相关领域的产品和解决方案
查看英文原文
Location: Remote (US)
Travel Requirement: 10–30%
Overview:
The Sales Solutions Consultant – Account Management, is a career professional role supporting the Account Management team by understanding client requirements, identifying product functionality gaps, and developing tailored solutions.
The ideal candidate will have industry experience in the mortgage space and assist in recommending and packaging the best possible products or services for clients.
This journey-level position typically requires 8+ years of business experience in the marketplace. The role operates with minimal day-to-day supervision and receives general guidance on new projects or assignments.
GENERAL DUTIES & RESPONSIBILITIES
- Plays an integral role in the account management and retention process by utilizing knowledge of products and their capabilities to assist account managers in addressing client requirements.
- Develops appropriate product solutions to meet client business requirements.
- Drives solution assurance process on behalf of account managers to obtain client requirements, identify and prioritize functionality gaps with the account manager and the client, initiate request-source process to obtain estimates to address functionality gaps or define appropriate workarounds, and gather all necessary information for internal suppliers to commit to performing the conversion.
- Drives commitment process on behalf of account managers to obtain internal commitment to perform work defined in solution assurance documents.
- Provides direction to account management team for creation and packaging of proposals.
- Provides input to appropriate sections of Requests for Proposal and Requests for Information.
- Sets up and delivers product presentations/demonstrations to clients either in person or via web-based tools.
- Creates and maintains product presentations.
- Participates in business requirements review with client.
- Participates in product release process.
- Provides feedback on client requirements to Dark Matter product managers on regularly scheduled basis.
- Interacts with vendors and other organizations where appropriate to evaluate third-party vendor opportunities and solutions.
- Develops and presents proposals to Business Review for approval.
- Performs other related duties as assigned.
GENERAL KNOWLEDGE, SKILLS & ABILITIES
- Possesses knowledge of industries our applications are typically used in (e.g., banking, mortgage, utilities, etc.)
- Possesses a good understanding of technologies required to support Dark Matter products
- Applies understanding of business unit processes to support client needs
- Functions as a client advocate and supports enhancement estimation activities
- Requires excellent presentation, writing, organizational, and project management skills
- Works well independently as well as collaboratively in a team environment
- Familiar with competitors and their products
- Demonstrated ability to interact with and communicate effectively with senior management
EDUCATIONAL GUIDELINES
Bachelor's degree or the equivalent combination of education, training, or work experience.
FLSA Designation (US Only):
ExemptSalary Range:
The estimated base salary range for this role is USD$108,000.00 - USD$132,000.00 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):
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 : 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.#DMTOriginally posted on Himalayas