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Open to Location: This position can reside anywhere in the US due to working remotely, but will travel up to 25%.

The Sr. Account Manager primary responsibility is to work with existing customers and assigned leads to qualify software prospects, rapidly design and execute on a business development plan for these prospects and foster positive client relationships with existing clients, which lead to closed sales.

Duties & Responsibilities

  • 100%-time allocation to sales and lead generation within assigned region
  • Manage sales cycle and maintain positive relationships with customers throughout the entire sales process
  • Maintain strong client relationships and develop customer loyalty with assigned existing clients
  • Perform account planning to service the demands of the existing customer and understand the customers needs in near and long term.
  • Generate customer leads through networking, cold calling, professional organizations and other business relationships
  • Provide timely follow up to any assigned leads
  • Participate in company marketing events and sales meetings
  • Actively participate in local/regional GP User Group events
  • Provide proper reporting and revenue forecasting to management
  • Qualify and forecast deals accurately and consistently meet or exceed quota
  • Assist in customer and vendor issue resolution or escalation, as needed
  • Maintain internal CRM database for all assigned accounts, contacts and opportunities
  • Travel up to 25% of the time

Credentials & Experience

  • College degree in a related discipline required
  • Professional certification and accreditation a plus
  • Microsoft Dynamics certification(s) in related discipline a plus
  • Five or more years of experience with SMB ERP Sales

Knowledge & Skill Requirements

  • Knowledge of best practices, principles and procedures as related to mid-to-large scale business processes
  • Demonstrable knowledge of applying sales techniques within SMB ERP Sales
  • Ability to understand, communicate, and interpret client business processes and requirements
  • Ability to thrive in a collaborative atmosphere
  • Excellent organizational skills with the ability to balance multiple demands
  • Microsoft Dynamics GP or comparable sales experience a plus
  • Exceptional customer service skills
  • Effective time management skills
  • Excellent written and oral communication
  • Ability to deliver effective presentations to a variety of audiences
  • Basic knowledge of ERP systems as they relate to effective and efficient business processes
  • Ability to communicate effectively with all levels of an organization
  • Ability to establish priorities, work independently and proceed with objectives with little supervision
  • Demonstrated ability to resolve conflict


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Tridea Partners

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About us

Tridea Partners – A Columbus Company is a Microsoft Dynamics Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) consulting partner specializing in implementation, customization, and integration of Microsoft Dynamics AX, Microsoft Dynamics GP, Microsoft Dynamics 365 and Microsoft Dynamics CRM. Tridea Partners helps companies unlock the value of their business applications. By engaging Tridea, you gain a partner that is committed to your business success.