Regional Account Manager - Outside Sales jobs in United States
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Carson Group · 22 hours ago

Regional Account Manager - Outside Sales

positionBend, OR
timeFull-time
remoteOnsite
seniorityMid Level
money$90K/yr - $160K/yr
date3+ years exp

Carson is seeking a dedicated and customer focused Regional Account Manager (Outside Sales) to focus on customer retention and growth in the Central Oregon market. The role is vital for ensuring excellent customer service and growing the current book of business through effective relationship management and sales strategies.

AdviceEducationFinancial ServicesMarketing

Responsibilities

Support the commercial team by managing a current book of customers
Hold consistent business evaluations to strengthen and expand operations
Support the sales region with new and current business sales projects
Achieve region net new growth targets through retention and share-of-wallet selling
Possess in-depth product knowledge and be able to conduct value-add presentations and business reviews
Demonstrate the ability to interact and cooperate in a vertical regional sales team
Proactively establish and maintain effective working team relationships with all support departments
Willingness to travel within region and work with team of professionals - approximately 30% - 35%

Qualification

B2B outside account managementSales goalsObjectivesMicrosoft Office SuiteCRM systemsCommunication skillsOrganizational skillsProblem-solving skills

Required

Bachelor's degree or equivalent; additional education or relevant certifications are advantageous
Three or more years of proven experience in B2B outside account management sales
Extensive experience developing, maintaining, and delivering sales goals and objectives
Strong communication skills, both verbal and written, with a customer-centric approach
Proficiency in using office software; including Microsoft Office Suite (Word, Excel, Outlook)
Ability to work independently and collaboratively in a fast-paced environment
Strong organizational skills and ability to manage multiple tasks effectively
Positive attitude, proactive problem-solving skills, and a results-oriented mindset

Preferred

Familiarity with CRM systems and order processing software is a plus

Benefits

Medical
Dental
Vision
401K
Aflac
Pre-paid legal
Long-term Disability
Short Term Disability
Life Insurance
Employee Assistance Program
PTO
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off

Company

Carson Group

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Carson Group serves financial advisors and investors through its businesses.
dateFounded in 2012
location
Omaha, Nebraska, USA
people-size51-200 employees
web-link
https://www.carsongroup.com/

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Bain Capital
2021-07-14Private Equity

Leadership Team

L
Liz Fishbaugh
Vice President, Business Development
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Danielle Fava
Chief Strategy Officer (CSO)
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Recent News

BNN Bloomberg
Market Outlook: Bullish momentum strengthens case for further gains
2026-01-17
GlobeNewswire
Carson Group Deepens Investment in Next Generation of Advisors with New Council, Career Path
2026-01-16
Pulse 2.0
Carson Group Acquires Minneapolis Carson Wealth Office In First Deal Of 2026
2026-01-13
Company data provided by crunchbase