Sales Field Manager at Keeper

Phoenix, Arizona, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

At least 2 years’ experience in sales
At least 1 year of management experience
Bilingual in English and Spanish required
Insurance experience highly preferred
Property and Casualty license preferred
Ability to travel locally
Excellent written and verbal communication skills
Strong analytical and organizational skills
Record of top-tier performance as compared to peers and industry standards
Capacity to manage and lead a sales team
Ability to conduct small group training meetings

Responsibilities

Manage multi-unit small unit store fronts
Develop and implement strategic sales plans to accommodate corporate goals
Coach and manage proper company procedures
Review market analyses to determine company needs
Be able to effectively demonstrate the company’s sales process
Internal and external business development
Meet production standards and guidelines set by management
Conduct sales presentations consistent with a new customer approach
Complete all post sales administration and data collection documents
Ability to perform individual performance analysis and appraisals
Analyze and control expenditures of division to conform to budgetary requirements
In charge of profit, loss, and regular budget
Attend weekly meetings with the District manager and other Field Managers
Travel four days out of the week to the various store locations
Manage relationships between inside and outside customers
Assist agents with maintaining relationships and negotiation and closing deals
Recruit, hire, and coach new talent
Represent the company at local job fairs, community events, and other company sponsored events
Field recruit prospective new agent candidates while training and selling
Make final hiring decisions together with the District Manager
Establish networks with local sources within your area to find new qualified agent
Sales, service, and operational development of staff
Field train agent by accompanying them during sales visits as needed

Skills

Sales Management

Team Leadership

Strategic Planning

Market Analysis

Sales Presentations

Business Development

Recruiting

Hiring

Performance Appraisals

Budget Management

Customer Relationship Management

Negotiation

Closing Deals

Keeper

Digital platform for bookkeeping efficiency

About Keeper

Keeper.app provides a digital platform designed to assist bookkeeping and accounting firms in improving their operational efficiency. The main feature of the platform is a client portal that facilitates better communication between firms and their clients, along with comprehensive reporting packages that help streamline the month-end closing processes. By offering a subscription-based service, Keeper.app generates revenue through monthly or annual fees paid by its clients. What sets Keeper.app apart from its competitors is its strong emphasis on enhancing quality control and process efficiencies, as well as its commitment to exceptional customer service. The company's goal is to onboard more bookkeeping firms to its platform, thereby increasing productivity and simplifying their workflows.

Austin, TexasHeadquarters

2020Year Founded

$126.5KTotal Funding

SEEDCompany Stage

Enterprise Software, FintechIndustries

11-50Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Company Equity

Risks

AI-driven competitors threaten Keeper's market share in bookkeeping solutions.

Rapid tech advancements require Keeper to continuously innovate to stay competitive.

Data privacy concerns could impact Keeper's reputation and client trust.

Differentiation

Keeper offers a unique client portal for streamlined communication and reporting.

The platform focuses on improving quality control and process efficiencies for bookkeepers.

Keeper is praised for its exceptional customer service in the fintech sector.

Upsides

Integration with AI tools enhances Keeper's financial data insights and reporting.

Remote work trends boost demand for Keeper's digital collaboration solutions.

Cloud adoption in accounting offers expansion opportunities for Keeper's services.

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