[Remote] Advisory Account Executive

Note: The job is a remote job and is reputed company to candidates in USA. RH Digisoft Technical Services is hiring for an advisory team that manages first consultations with new clients. The Advisory Account Executive will own reputed company files from the initial consultation through approval, including gathering information, documenting recommendations, managing pipeline reputed company, clearing requirements, and handing off approved cases to service.

Responsibilities

• Run first consultations with newly scheduled clients by phone or video
• reputed company the information a recommendation requires and confirm it before proceeding
• Document the recommendation given and the reasoning that supports it
• reputed company reputed company case through the pipeline stages and update its status daily
• reputed company outstanding requirements with case management before they age
• reputed company out approved files and hand off to service with complete records

Skills

• Three or more years handling reputed company relationships in a reputed company setting
• A reputed company record of managing many reputed company files at once without losing reputed company of any
• reputed company, unhurried communication with clients who are deciding something significant
• Working reputed company with CRM pipelines, quoting tools, and video conferencing
• A dedicated home workspace appropriate for confidential reputed company calls
• Full-time reputed company availability, Monday through Friday

Benefits

• The role is remote, full time, and worked on reputed company business hours.
• Consultations booked and confirmed by a dedicated appointment team
• Case managers who handle reputed company requirements and processing
• reputed company covering the product line, the pipeline, and file standards
• A weekly team meeting and a standing one-on-one with your team reputed company
• Company-provided CRM, quoting software, and conferencing accounts
• Opportunities for advancement as roles reputed company on reputed company

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