Note: The job is a remote job and is open to candidates in USA. Blue Ridge Associates is a professional services firm that provides third-party retirement plan administration services. They are seeking a Regional Sales Director to drive new business sales of ESOP consulting and administration services, focusing on developing relationships with key advisors and ensuring client satisfaction.
Responsibilities
- Develop and expand relationships with advisors, intermediaries, attorneys, and accountant centers of influence within the West Coast region
- Build and maintain a strong network to generate new sales leads and opportunities specific to the Western U.S. market
- Identify client needs and recommend appropriate ESOP consulting and administration solutions
- Deliver presentations and demonstrations highlighting the value and functionality of services
- Execute sales strategies to meet or exceed revenue and territory targets
- Maintain ongoing communication with customers to ensure satisfaction and long-term engagement
- Resolve post-sale issues and ensure a smooth client experience
- Re-engage existing and past clients by sharing new services, enhancements, and opportunities
- Maintain detailed records of sales activities including calls, opportunities, wins, and losses
- Track and document customer interactions and relationship developments
- Provide regular territory forecasts and pipeline updates to leadership
- Perform additional duties as assigned to support sales objectives
Skills
- Direct ESOP (Employee Stock Ownership Plan) sales, consulting, administration, or related industry experience with a strong understanding of ESOP plan design, implementation, and ongoing services
- Excellent interpersonal and customer relationship skills
- Strong sales, negotiation, and closing capabilities
- High level of organization with strong attention to detail
- Analytical and problem-solving skills
- Ability to work effectively in a fast-paced and sometimes high-pressure environment
- Proficiency in Microsoft Office Suite or similar tools
- Bachelor's degree in Business or related field preferred
- Minimum of 3 years of outside sales experience, including business development, prospecting, and relationship management
- Demonstrated success in cold calling HR and Finance executives
- Experience working with advisors, intermediaries, attorneys, and accountants as referral sources
- Strong familiarity with and established network within the West Coast market preferred
- Strong presentation and communication skills
- Willingness and ability to learn new systems and tools as needed
Benefits
- Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
- 401(k) with company match + HSA with company contribution
- Generous PTO for parental leave, vacation, and holiday time
- Support for certifications, association dues, and professional development
- A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities
Company Overview