PROFILE
This role is responsible for developing, maintaining, and growing client relationships and ensuring customers and prospects fully understand the value of TriMech’s solutions and services. The Client Executive will plan and carry out sales activities with small, medium, and large accounts within a defined territory.
DUTIES AND RESPONSIBILITIES
- 100% direct sales to existing customers in an assigned territory.
- Initiate sales activities to inspire, educate and develop account relationships for SOLIDWORKS suite of products and TriMech’s solutions
- Identify, evaluate, and respond to key business issues of the account and develop, present and demonstrate SOLIDWORKS and TriMech’s capabilities to the potential customer
- Introduce and integrate our technical team as well as SOLIDWORKS and Solution Partner resources to the customer to demonstrate capabilities
- Provide territory management data including forecasts, account management documentation, activity reports and a working business plan for the assigned territory to management utilizing Salesforce CRM
- Prospect in respective territories through cold calling, OEM lead follow-up, seminar attendance, trade show and other events.
- Respond to and follow up sales enquiries by telephone, email, video meeting and personal visits.
- Maintain a living forecast of 30-60-90-day activity and weekly activity reports
- Present solutions to customers/prospects using PowerPoint, Word, Excel, etc.
- Work with the technical team to present a strong business solution to our prospects and customers
- Continually engage with clients and prospects within assigned territory
- Maintain quota as assigned by Regional Sales Manager
- Attend training and develop relevant knowledge and skills through research and reading industry publications and related materials
SKILLS AND REQUIREMENTS
- 3-5 years of experience in Software Sales or Technology Solution sales
- 2-5 Years of Solution Sales Experience, preferably the engineering/manufacturing industry
- 1-3 year of outside sales experience preferred
- University or college degree preferred but experience and results achievement considered equal
- Consistent track record of successful business to business software or professional services sales
- Demonstrable professional sales skills and solid references
- Excellent communication and presentation skills
- Effective time management and organizational abilities
- Experience selling SOLIDWORKS or competitive products an asset but not required
- An innovative and ‘make it happen’ attitude
- Capable of appreciating and meeting aggressive sales goals
- Experience with a CRM system, preferably Salesforce
- Must have a reliable means of transportation and a valid Driver’s license
- Ability to travel within assigned region
- Exceptional ability to function in a team environment, appreciate aggressive sales goals, superior communication, organizational and time management skills
- Proficient in MS Office Products
Life at TriMech
Thrive Here & What We ValueExtensive use of Oracle NetSuite and the SOLIDWORKS VRCLimited travel only required for visiting clients on occasion to provide additional or escalated on-site support</s> | TriMech Enterprise Solutions team enables innovation by applying technology to streamline business processes, reduce costs, and improve efficiencies throughout the product life cycle. | The company's unique "Digital to Physical" product portfolio includes CAD, CAE, PLM, MFG, and business analytics solutions that help clients reduce costs and cycle times throughout product planning, development, manufacturing, and after-market service. | The Senior Applications Solution Architect for PLM supports the TriMech Enterprise Solutions team and sales staff to perform consulting services and presales/post sales activities. | The role leverages knowledge and technical expertise within the Global TriMech PLM team, our software partners, and industry best practices to perform consulting, software demonstrations, training, and technical support for TriMech's clients. | The company values proactive learning and continual development of advanced 3DEXPERIENCE and PLM skills with their software solutions to better provide services to their clients.</s> | Consistent track record of successful business to business software or professional services sales | Ability to travel within assigned region | Weekly in-person meeting required</s> | Highly Organized and Self-Motivated | Ability to Prioritize, Meet Deadlines, and Manage Changing Priorities | Desire to Take Charge and Innovate</s> | 1. Emphasis on developing and maintaining client relationships | 2. Focus on sales activities with existing customers and net new business | 3. Importance of identifying key business issues of accounts | 4. Value placed on presenting strong business solutions to prospects and customers | 5. Encouragement of team collaboration and innovation.</s> | 1. Digital to Physical Product Portfolio | 2. Streamlining Business Processes | 3. Reducing Costs and Improving Efficiencies | 4. Enabling Innovation</s> | 1. Collaborative work environment | 2. Emphasis on customer satisfaction and profitability | 3. Ongoing learning and development opportunities</s> | 1. Highly Organized and SelfMotivated with the Ability to Prioritize, Meet Deadlines, and Manage Changing Priorities | 2. Excellent Communication and Reporting Skills | 3. Strong Planning, ProblemSolving, and Decision-Making Skills | 4. Outstanding Leadership Skills and Ability to Delegate Duties Effectively</s> | Sense of urgency in addressing client issues | Tactful communication | Critical thinking</s> | 15. Utilizing expertise in SOLIDWORKS data management software to help customers achieve enhanced document control and streamline internal and external processes. | 16. Offering services to help customers transition from no data management to a fully customized solution, including training. | 17. Providing services that focus on growing or improving a customer’s existing Data Management systems.</s> | Collaborative Environment | Continuous Learning and Development Opportunities | Supportive Team Members</s> | 1. Growing Team | 2. Strong Interaction with Customers and Vendors | 3. Key Position within Finance team.</s> | 1. Focus on Lead Generation and Reporting | 2. Cross Branding within Various Platforms | 3. Thorough Assessment of Existing Processes and Tools | 4. Sense of Urgency and Cooperation</s> | 1. Growing Team Environment | 2. Strong Customer and Vendor Interaction | 3. Liaison Between Finance and Other Business Units for Dayto-Day Operational Issues | 4. Preparation and Review of Monthly Finance Team Reports</s> | Passionate and fast-paced work environment | Willingness to learn new machines, processes, materials, & approaches | Proactive problem-solving approach | Top-notch customer service</s> | 1. SelfStarter | 2. Effective Prospector for New Business and Growth of Existing Client Relationships | 3. Strong Communication Skills to Articulate TriMech Enterprise Solutions' Value Proposition and Proven Bestin-Class Approach | 4. Ability to Work Closely with Technical Services Organization to Recognize How Clients Can Benefit from Implementing Our Solutions | 5. Effective Campaign Execution Using Multiple Sales Channels | 6. Ability to Remain Organized and Maintain CRM Hygiene | 7. Understanding of Activities Required in Selling Technical Solutions to Solve HighLevel Business Problems (ROI, POC, CJ) | 8. Ambassador of the TriMech Way and Company Culture</s> | Client Satisfaction | Improving Renewal Rates</s> | 1. Innovative and ‘make it happen’ attitude | 2. Appreciation for meeting aggressive sales goals | 3. Experience with a CRM system, preferably Salesforce | 4. Proficient in MS Office Products</s> | 1. Focus on developing and maintaining client relationships | 2. Emphasis on planning and carrying out successful sales activities | 3. Importance of identifying key business issues of prospects and demonstrating capabilities to potential customers | 4. Value placed on responding to sales enquiries and following up with prospects | 5. Strong emphasis on maintaining forecasts, account management documentation, activity reports, and a working business plan for assigned territory.</s> | Results-Driven | Highly Motivated | Proactive Attitude | Goal-Oriented | Adaptable to a Fast-Paced Environment</s> | 1. Collaborative Environment | 2. Emphasis on Innovation and Creativity | 3. Focus on Continuous Improvement and Learning | 4. Strong Customer Service Orientation | 5. Encouragement of Professional Development</s> | Driven individual who is committed to being successful | Work well under pressure and time constraints | Highly regarded by colleagues and external partners</s> | 1. Emphasis on teamwork and team building skills. | 2. Strong focus on problem solving, troubleshooting, and analytical skills. | 3. High level of organization and ability to balance strategic goals with tactical implementations. | 4. Positive attitude and exemplary customer service.</s>
