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Client Solutions Executive

Montreal, Quebec, CA

Requisition Number: 96409 


Job Description

Job Title:  Client Solutions Executive

Business Unit:  Field Sales, Solutions & Business Development

Reports to (Title):  Manager, Operations

General Accountability:


The Client Solutions Executive reports directly to the Manager, Operations. The Client Solutions Executive is responsible for generating new sales opportunities within the Commercial and Industrial sectors. The Client Solutions Executive will develop solid business relationships through proficient call handling, effective communication, probing, negotiating, and closing. The primary focus is on account growth and development within the assigned sector. Client Solutions Executive is expected to develop a specified customer base and prospect incremental business utilizing outbound calls to attain growth objectives and increase customer breadth.


This role is measured on the ability to meet monthly productivity goals and must achieve balanced performance of product and service sales as stipulated within goal sheets.


Specific Accountabilities:

  1. Compile lists of prospective customers for use as sales leads, based on information from business partners, newspapers, business directories, industry ads, trade shows, web sites, and other sources.
  2. Formulates a commercially viable business case, guides the proposal, and drives the deal to closing.
  3. Aggressively cold call perspective customers over the phone identifying and qualifying leads and offering the complete line of Insight products, services, and solutions.
  4. Be responsible for target account plan, opportunity management process, and pipeline utilization.
  5. Work closely with Manager, Operations, and other Insight resources to determine customers technical requirements and assist them with identification of effective solutions to meet customers’ business needs.
  6. Manages all aspects of the sales process including quoting and negotiating process, advising credit terms, preparing sales contracts, advising estimated delivery to customer.
  7. Cross sell and up sell to build revenue and margin on an ongoing basis.
  8. Works collaboratively with Insight’s internal support organization to ensure highest level of customer satisfaction.
  9. Meets or exceeds required sales targets as specified in goal sheets.
  10. Responsible for outstanding accounts receivable for items over 60 days.
  11. Participate in other call-based promotion campaigns as required.
  12. Keeps current on relevant strategic technologies and trends; continually develops industry knowledge by participating in key industry events/conferences, reading trade journals, participating in vendor training programs and taking advantage of external education as appropriate.

Qualifications (Education/Experience/Skills & Abilities)

  1. Bilingual (French and English).
  2. Post-secondary education with a relevant 5 years+ of sales experience with solution-based products and services.
  3. Minimum 3+ years’ experience in a progressively complex customer base.
  4. Detailed knowledge across all multi-vendor product lines, as well as technical and professional service offerings.
  5. Proven ability to deliver on aggressive individual sales quota and increase market share by acquiring net new customers.
  6. Extensive Knowledge of IT industry, marketplace trends and key indicators.
  7. Highly developed relationship building skills with a focus on selling, communication, customer relations, negotiations, and decision-making.
  8. Ability to work in a fast-paced environment.
  9. Strong working knowledge of MS Office products.


Physical Requirements:

Office environment with computer work.  May have extensive periods of sitting, typing and phone use (may include headset).  May need to lift to 10 lbs.


As a condition of employment, this job is subject to the successful completion of the following Pre-employment conditions: Reference Checks, Criminal Background Checks, and a Driver’s Abstract if required for the role.



Insight is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation or any other characteristic protected by law.


Posting Notes: Montreal || Quebec (CA-QC) || Canada (CA) || Sales/Business Development || None || CA - Montreal, QC ||

Job Segment: Accounts Receivable, Field Sales, Business Development, Finance, Sales

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