Dana Trisha Dimaculangan

• The Account Executive acts as the primary point of contact for the customer with regards to the solutions, manage customer relationships across their entire lifecycle and drive them to provide references. The objective of the role is to Identify, build, pursue & win new logos and exceed sales quotas. The task includes:
• Lead engagement negotiation, ensuring legal and operational stakeholder evaluations are performed resulting in acceptable organizational risk taken.
• Command license and solution sales expertise to ensure that appropriately positioned on all designated accounts through direct to customers or through partners or a combination of both.
• Ensure that plans are developed such that the full array of licensed product may be fully deployed.
• After the initial license sale, look for other business opportunities within designated accounts which may allow further solutions to be licensed and keep the sales organization appraised of any such opportunities.
• Identify client needs and position in a way that sets the relationship and project up for success.
• Investigate the customer’s long-term business objectives and anticipate future needs Collaborate with Customer Success.
• Teams to identify upselling opportunities to expand into net new billings for existing customers

• Contacting potential clients to establish rapport and arrange meetings
• Generate leads and cold call prospective customers
• Planning and overseeing new marketing initiatives
• Researching organizations and individuals to find new opportunities, improving sales
• Foster and develop relationships with customers/clients
• Increasing the value of current customers while attracting new ones.
• Attending business and FinTech conferences, meetings, and industry events
• Developing quotes and commercial proposals for clients
• Developing goals for the development team and business growth and ensuring they are met
• Upsell new products to existing clients
• Retains, services and generates incremental growth to customers
• Develop and maintain strategic long-term trusting relationships with high volume clients to accomplish organic growth and long-term company objectives
• Research key customer wants and needs
• Suggest solutions that answer clients’ needs and wants
• Ensure the ordered products are delivered in a timely manner
• Serve as contact point for key customers and internal teams

● Account Management, retains, services and generates incremental growth to customers
● Plans, coordinates and executes projects to meet client expectations
● Provides member onboarding, servicing and/or facilitation of product sales through various channels (e.g., phone, mail, e-mail, face-to-face). Deepens and retains member relationships through needs assessment and solution offerings from company core products and services.
● Gathers information and close on product sales for a suite of services demonstrating advanced skills and knowledge of core products and benefits.
● Identifies member events to provide integrated solutions on products and close on product sales that meet the members needs and facilitate the members financial security.
● Empathizes with members and provide complex and/or integrated solutions to make it easy for members to acquire the core product.
● Builds strong internal partnerships with MAE and appropriate operational support teams.
● Support MAE with selling efforts to customers and prospects.

● A direct sales representative (DSR), in banking, is responsible for sales and marketing of banking services. Sales experience, customer service experience, and a pleasant friendly personality are a must.
● Work in a single location or may travel in a defined area that the bank serves.
● Required to be familiar with and sell all banking services available from the bank.
● Familiarity with computer operations or the ability to use banking computer software, portable computers, laptops, and similar devices is necessary for direct sales representatives in banking. Familiarity with smart-phones and apps is necessary for DSRs that travel.
● Usually report to team leader and sales officer. The position requires that important information be transmitted to the manager, in a timely manner, but also requires a high level of independent thinking and decision making on the part of the direct sales representative.