Overview

The Sales Account Executive (SAE) will play a pivotal role in helping our company reach new sales levels and will be responsible for generating sales from existing subscribers by up-selling. Primary responsibilities for the SAE will also include closing sales over the phone through cross-selling, up-selling, and bringing in new customers as well as maintaining outstanding customer relationships. 

Responsibilities

• Contact potential or existing customers via phone to inform them about a product or service to drive sales.
• Maintain an expert level of knowledge of products, campaigns, and promotions so as to engage in productive conversations with subscribers/potential subscribers. 
• Review manager/publisher/marketing communications, study and review notes and staying intimately familiar with the website layout and content.
• Ask probing questions in order to understand customers’ needs in order to close sales
• Enter and update customer information in the database (Salesforce, Microsoft Office Suite).
• Take and process orders in an accurate and in a highly professional manner.
• Exercise patience and a supportive approach during hostile or tense customer interactions.
• Go the “extra mile” to meet sales quota and facilitate future sales.
• Maintain meticulous customer data integrity in Salesforce.
• Protect the security and confidentiality of customer credit card information.
• Adhere to company policies and established telesales services procedures at all times.
• Collaborate and share ideas with your team and Manager.

Qualifications

• 1-2 year of telesales role or other sales experience preferred.
• Strong knowledge of relevant computer programs (Salesforce or similar CRM software and Microsoft Office Suite).
• Ability to learn about products and services and describe and explain them to sales prospects in order to convert them into sales.
• Superior communication and interpersonal skills.
• Ability to maintain composure and handle rejection from sales prospects.
• Outstanding negotiation skills with the ability to resolve issues and address complaints.
• Ability to meet or exceed individual assigned sales quotas.
• Strong attention to detail.
• Strong organizational skills.
• Proficiency with MS Outlook and Word.
• Sedentary work that primarily involves sitting/standing
• Visual acuity for reading and using the computer
• Ability to hear
• Ability to freely move about the office
• Ability to use the phone/computer/keyboard/mouse/general office equipment for extended periods of time
• Ability to communicate with others in order to exchange information
• Fluency in the English language

About Alta

Alta brings together world-class Wealth Tech with the insights of investing legends to enrich and educate investors. Publishers TradeSmith and InvestorPlace have teamed up to bring advanced market insights and user-friendly tools to create lasting wealth for their readers.

For 40 years, InvestorPlace has published detailed market research and recommendations for self-directed investors, financial advisors, and money managers. TradeSmith began as a humble system meant to track portfolios using trailing stops. Almost 20 years later, TradeSmith has evolved into a powerful suite of Wealth Tech tools to limit risk and maximize upside with their ground-breaking analytics. Together, they formed Alta to provide the best of expert analysis with breakthrough technology to level the playing field for the everyday investor.

The work of our analysts has been profiled in The New York Times, The Wall Street Journal, CNN, Bloomberg, Time, MarketWatch, Barron’s and USA Today. Inside our company’s DNA, you’ll find a relentless focus on respectfulness, hustle, ingenuity, adaptability, clear communication, data analytics, open mindedness, and creativity.

Our commitment:

As an employer committed to equal opportunity and a diverse workforce, all qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.