Sales Account Executive (SAE)

Location: We prefer candidates local to Baltimore, Maryland, but will consider remote candidates.

The Sales Account Executive (SAE) will play a pivotal role in helping our company reach new sales growth, focusing on both maximizing revenue from existing subscribers and expanding our customer base.  Primary responsibilities for the SAE include effectively closing deals and exceeding quotas, prospecting new customers by phone, emails and other channels, engaging with existing subscribers to identify cross-selling and up-selling opportunities, and nurturing strong, long-lasting relationships with our valued customers.

• Contact potential or existing customers via phone or email to inform them about a product or service to drive sales.
• The SAE main goal is to upgrade customers to the appropriate level of subscription or available bundles based on customer needs.
• Develop and maintain a comprehensive understanding of our company’s products, campaigns, and promotions to effectively communicate their value to both existing and potential subscribers.
• Review manager/publisher/marketing communications, and study and review notes. Stay intimately familiar with the website layout and content.
• Leverage open-ended questions to fully understand customers’ pain points, goals, and challenges, enabling you to position our products, campaigns, and promotions to ensure they derive maximum value from our offerings.
• Enter and update customer information in the designated database (e.g. Salesforce, Microsoft Office Suite).
• Take and process orders in an accurate and highly professional manner using the correct marketing codes.
• 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 procedures at all times.
• Demonstrate proactive and enthusiastic approach to learning about new products, existing products, and enhancements to drive sales success.
• Embrace feedback from manager to improve sales technique and knowledge.
• Participate in team meetings and training sessions.
• Collaborate proactively to share insights and ideas gained from customer interactions with the team to contribute to the development and refinement of new offerings.  

• 1-2 years 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.