, tasks and/or projects as assigned Expected Direct Reports Account Executive(s) Customer Specialist(s) Uphold Walser... in closing sales and conduct “Fly-Bys”/TO’s on every deal Work with Customer Specialists to set sales and gross objectives...
as assigned Expected Direct Reports Account Executive(s) Customer Specialist(s) Uphold Walser’s Core Values: Do The Right... up to $130,000 with incentive What You’ll Do: Assist Customer Specialists in closing sales and conduct “Fly-Bys...
: Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship... meetings Perform administrative account reviews annually Accountable for servicing and retention of existing accounts...
and handoff process to Account Executive. Accountable for re-engagement of customers who are not regularly purchasing... for qualifying sales leads at the initial stages in the sales pipeline. The BDR researches potential customers, makes connect...