Vista Business Group · 5 hours ago

Account Manager

Kansas, United States

Full-time

Remote

Mid Level

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Insider Connection @Vista Business Group

Discover valuable connections within the company who might provide insights and potential referrals.
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Responsibilities

Create and maintain relationships with potential clients. Potential clients are business owners who are considering selling their businesses

Within a CRM, update and maintain notes after all interactions with potential clients

Within a CRM, create and implement strategy for each potential client

Facilitate introductory meetings between business owners and potential buyers. Potential buyers are at times clients of the company

Source new leads through a proven process and develop a relationship with those potential clients

Explain the services provided by the company, to sourced leads, leads provided by the company and to potential clients with whom a relationship has been developed

Within a CRM, manage and monitor accounts both sourced and provided by the company

Qualification

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Client Relationship ManagementAccount ManagementBusiness DevelopmentMergers & AcquisitionsFinanceMarketing StrategiesMarket Research