Field Account Executive
Listed on 2026-01-17
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Sales
Sales Representative, Account Manager, Business Development, Client Relationship Manager
Join the Levata team as a Field Account Executive. We are looking for the right individual that is strong in building relationships and provide solutions to our customers & become a trusted advisor & technology consultant, whether an organization needs a single tablet or an entire complex solution for their operation.
What You'll Do:Manage sales activity for Levata in a specifically defined account base by performing outgoing telephone, email and social network contact with customers and prospective accounts to develop leads, develop opportunities and close sales opportunities. A proven and sustained level of sales achievement and a broad knowledge of Levata product/services in which training will be provided. Ability to relate to a wide customer base including consultants, engineers, managers, maintenance, IT manager/directors, VP’s, C level personnel.
Ability to work independently.
- Perform all basic sales functions including prospecting, presenting proposals, making product presentations, closing sales and follow-ups with implementation, installation and training. Build and manage a close working relationship with all those who influence the purchase of Levata products and services. Keep sales and margins on an assigned growth curve.
- Listen, understand, and respond to customer inquiring about products, services, order status, stock availability, order shipment and the placing of an order. Provide customers and sales with information regarding order status.
- Within a revenue and profit generating culture, meet or exceed Levata performance objectives including sales targets, quotas, call quality, and time management. As or if required travel throughout the assigned territory and/or account assignment to call on existing and prospective end users.
- Build end user preference for the selection of Levata products and services. Maintain a close working relationship with influencers to support sales efforts in the territory. Strive to gather the most updated information possible for accounts in the territory. Ensure customer support and service staff is working to support and promote Levata product, service and sales solutions.
- Meet or exceed sales performance objectives including sales targets, call quality, and time management. Perform outgoing telephone, email and social network contact with customers and prospective accounts to collect market data in order to grow the OCR customer base.
- Identify root causes of customer dissatisfaction and determine appropriate course of action. Follow up and communicate with Sales Leadership for sales or technical support for escalation and resolution of more complex scenarios. Maintain complete and accurate records of all customer and prospect contacts within the OCR Customer Relations Management database. Continuously analyze market trends and sales data. Display and demonstrate products using samples/demo and sales literature to decision makers and influencers.
- Assist in account receivables/collection activity where support is required to ensure prompt resolution to outstanding unpaid invoices
- Participate and contribute to OCR marketing plans/initiatives, including attendance at trade shows, vendor and customer events. Prepare and submit all required reports in a timely manner including expense reports, monthly and weekly.
- Establish and maintain excellent relationships with all Levata departments and offices.
- Maintain strong relationship with Professional Service team including Department leaders to effectively schedule and deploy System Engineers for Professional services related to orders
- Integral role in customer satisfaction. Dealing directly on customer complaints on product orders, service orders. Work diligently to resolve and elevate to Supervisor when required for prompt resolve.
- Participate on other duties and special projects as required.
- Develop and maintain relationship with OEM such as OEM Territory managers and Account Executives to assist on the closing of deals and future business leads. Develop discount levels to ensure profitability and /or PE (price exceptions) and or Deal Registrations.
- Develop and maintain…
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