Client Executive
PROFILE
This role is responsible for developing, maintaining, and growing client relationships and ensuring customers and prospects
fully understand the value of TriMech’s solutions and services. The Client Executive will plan and carry out sales activities
with small, medium, and large accounts within a defined territory.
DUTIES AND RESPONSIBILITIES
50% direct sales to existing customers in an assigned territory and 50% net new business
Initiate sales activities to inspire, educate and develop account relationships for SOLIDWORKS suite of products and
TriMech’s solutions
Identify, evaluate, and respond to key business issues of the account and develop, present and demonstrate
SOLIDWORKS and TriMech’s capabilities to the potential customer
Introduce and integrate our technical team as well as SOLIDWORKS and Solution Partner resources to the customer
to demonstrate capabilities
Provide territory management data including forecasts, account management documentation, activity reports and a
working business plan for the assigned territory to management utilizing Salesforce CRM
Prospect in respective territories through cold calling, OEM lead follow-up, seminar attendance, trade show and other
events.
Respond to and follow up sales enquiries by telephone, email, video meeting and personal visits.
Maintain a living forecast of 30-60-90-day activity and weekly activity reports
Present solutions to customers/prospects using PowerPoint, Word, Excel, etc.
Work with the technical team to present a strong business solution to our prospects and customers
Continually engage with clients and prospects within assigned territory
Maintain quota as assigned by Regional Sales Manager
Attend training and develop relevant knowledge and skills through research and reading industry publications and
related materials
REQUIREMENTS
3-5 years of experience in Software Sales or Technology Solution sales
2-5 Years of Solution Sales Experience, preferably the engineering/manufacturing industry
1-3 year of outside sales experience preferred
University or college degree preferred but experience and results achievement considered equal
Consistent track record of successful business to business software or professional services sales
Demonstrable professional sales skills and solid references
Excellent communication and presentation skills
Effective time management and organizational abilities
Experience selling SOLIDWORKS or competitive products an asset but not required
An innovative and ‘make it happen’ attitude
Capable of appreciating and meeting aggressive sales goals
Experience with a CRM system, preferably Salesforce
Must have a reliable means of transportation and a valid Driver’s license
Ability to travel within assigned region
Exceptional ability to function in a team environment, appreciate aggressive sales goals, superior communication,

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