Account Executive (Financial Services Industry) - Tableau

Salesforce

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Job Category

Sales

Job Details

About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

About Tableau

Tableau helps people see and understand data. Our analytics platform fuels exploration, allowing you to quickly answer questions with data and share insights across your organization. Global enterprises, early-stage startups, nonprofits, and governments all use Tableau’s intuitive software to quickly transform their data into actionable insights. We are passionate about our product and our mission and we are loyal to each other and our company. We value work/life balance, efficiency, simplicity, freakishly friendly customer service, and making a difference in the world!

What you’ll be doing…

The Account Executive (Enterprise - Financial Services Industry) is responsible for driving sales of Tableau products within the Financial Services Industry with the goal to exceed sales objectives. This role manages all aspects of the sales process including prospecting, lead management, qualification, product demonstrations, evaluation, close and account care. This is a quota‐carrying sales position that plays an integral role in the success of the overall sales team.

Some of the things you’ll be doing include…

  • Define and execute account sales plans and then meet and exceed sales goals (quotas) through prospecting, qualifying, managing, and closing sales opportunities within the assigned geographic territory/ industry
  • Develop and manage sales pipeline – prospect and assess new sales potential while moving a large number of transactions simultaneously through the sales pipeline
  • Manage and track customer and transactional information in a CRM system
  • Coordinate resources throughout the sales cycle, including product support and sales engineering
  • Provide initial product demonstrations and general support to prospective customers
  • Nurture and expand the company’s relationship with customer accounts
  • Provide regular reporting of pipeline and forecast through the CRM system
  • Keep abreast of competition, competitive issues, and products
  • Practice effective, excellent communication with management, customers and support staff
  • Participate in team‐building and company‐growth activities including strategy setting, sales training, marketing efforts, and customer care.
  • Travel to customer locations in support of sales efforts.

Who you are…

  • Experienced. Degree or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
  • Expertise. Experience selling an enterprise-ready SaaS solution.
  • Relentlessly High Standards. Consistent overachievement of sales goals, including quotas, high transactional volume, and activity levels (calls, demos, meetings, etc.)
  • Detail oriented. Detail and process-oriented
  • Go-Getter. Desire to bring new customers into the Tableau franchise and maximize revenue. Willing to go the extra mile with a strong work ethic; self-directed and resourceful.
  • Excellent Communication. You know what to say and more importantly, how to say it. Fluency in Japanese is mandatory.
  • Technically Savvy. Proficiency in Microsoft Windows, Word, Excel, Outlook, and Internet Explorer required. Working knowledge of Salesforce.com or equivalent is preferred.
  • You are a Recruiter!
  • Tableau hires company builders and, in this role, you will be asked to be on the constant lookout for the best talent to bring onboard to help us continue to build one of the best companies in the world!
  • Tableau will operate independently under the Tableau brand, driving forward a continued focus on our mission, our customers, and our Tableau Community. The acquisition closed on August 1, 2019, and Tableau is a wholly-owned subsidiary of salesforce.com, inc.

職務内容

Account Executive (エンタープライズ担当 - 金融サービス業) は、金融業界のお客様へTableau 製品・ソリューションの販売を促進し、販売目標を上回ることを目指します。このポジションは、販売機会の調査、リード創出と管理、潜在顧客・案件の見極め、製品関連のデモンストレーション、導入へ向けた評価期間における支援、契約締結(クロージング)及びご契約後のカスタマーサクセス関連活動を含む営業プロセスの全プロセスで活動します。会社としての成長・成功に不可欠な役割を果たす、販売目標達成型の営業ポジションです。

職務内容の例

  • 担当地域/顧客に関するテリトリープランやアカウントプランを実施後、販売機会の調査、潜在顧客・案件の創出と進展をリード・契約締結へと進めることで、四半期ごとに定められた販売目標を達成する。
  • 営業パイプラインの開拓と進捗管理 – 新規顧客、案件の見極めとお客様におけるご検討を支援しながら、販売目標の3倍程度の営業パイプラインを常に保持できるよう、必要十分な営業活動量と質を維持する。
  • 担当顧客とのビジネスリレーションシップ強化を図るためのアカウントマネジメント(現場担当者〜エグゼクティブまでを含む広範囲での人的リレーションシップ構築の機会創出を含む)全般業務を行う。
  • 担当顧客へ対する日々の営業活動において、製品関連のデモンストレーションの実施を通じて、顧客の顕在課題の見極め、ならびに潜在的課題の顕在化を図る。
  • CRM (Salesforce)システムへ日々の活動結果を入力しながら、顧客情報と取引情報を適宜アップデート・管理する。また、各四半期の売上着地予測を定期的に報告する。
  • 日々の営業活動において、協働するセールスエンジニアやカスタマーサクセス、製品サポート担当者といったようなあらゆる部門関係者とのコラボレーションを図る。
  • 社内関係者、担当顧客、サポートスタッフといったような、日々の営業活動において関与する様々な関係者と滞りなく遂行し続けるために、優れたコミュニケーションを実施する。
  • 自社製品だけではなく、業界動向、担当顧客に関する情報、それから競合他社に関する情報の継続的収集や知識習得に努める。
  • 営業戦略会議等の会社のオフィシャルなイベント、営業トレーニング、マーケティング活動、カスタマーケアを含むチーム育成や企業成長のための様々な活動へ積極的に参加する。

この職務に必要とされる条件

  • 経験者 学位または同等の関連経験が必要です。 経験は、その役割の中核となる能力に基づいて評価されます(例:課外指導者の役割、軍事経験、ボランティアの役割、勤務経験など)。
  • 専門知識 金融業界での職務経験を有する方。また、過去に金融業界カスタマーを担当したご経験を有する方、並びに大企業向けの SaaS ソリューションの販売経験者。
  • 常に高い基準を達成する方 目標、大量の取引、活動レベル (電話、デモ、会議など) を含む販売目標を常に上回る成果を達成する方。
  • 細部まで配慮できる方 細部とプロセスに配慮できる方。
  • 積極的で向上心のある方 新規ビジネス開拓、創出へ対する興味をお持ちであり、ご自身の担当地域、顧客におけるビジネスを最大化したいと考えている方。強い勤労意欲と倫理観を持って自主的に行動し、臨機応変に対応できる方。
  • コミュニケーション能力の高い方 必要なことを、適切な表現で伝えられる方。日本語が堪能であることは必須条件です。
  • 技術的な知識のある方 Microsoft Windows、Word、Excel、Outlook、Internet Explorer のスキルが必須。Salesforce.com または同等製品に関する実務的な知識があると尚可。学士号または関連する実務経験があると尚可。
  • 人材発掘を担ってくれる方 Tableau は、ともに会社を築きあげていくことができる人材を採用しています。優秀な人材を常に探し出す役割を担い、Tableau が世界有数の企業として発展し続けられるよう、貢献できる方を求めています。

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