OSV

The Bilingual Account Implementation Specialist is responsible for consulting with parishes to implement stewardship or fundraising strategies.  This role will incorporate the full breadth of OSV products and services to the extent possible as part of the overall solutions.  In this role you will be both the consultant and the overall project manager for the engagement.  The incumbent will create a plan to develop Parish relationships which will result in successful engagements at parishes, yielding both high levels of customer satisfaction and attainment of revenue goals for the Parish. Essential Job Functions: Manage consulting engagements which result in increased offertory and/or engagement for parishes Manage all Increased Offertory Programs related operations ensuring achievement of organizational Increased Offertory Program goals Collaborate with parishes on Increased Offertory related materials and events, ensuring timeliness, accuracy and consistency of messages. Assist with ongoing measurement of financial success of in Offertory Solution engagements, both for the client and internally. Develop strong positive relationship contacts at assigned parishes which result in repeat business. Develop a thorough understanding of diocesan organizations and business processes. Conduct presentations and workshops as appropriate Be a strategic partner who proactively offers new solutions to benefit the customers and to help their respective programs. Provide regular updates and status against plans for OSV management team to include recommendations and business justification to OSV for changes to products and services or new products and services. Work closely with pre-production and production teams, administrative teams, and others to ensure timely response to client requests, and resolution of any problems. Coordinate resolution of customer issues in a timely manner making follow up calls as required. Use CRM and other management systems to enter orders, track progress, and update sales representatives. Use other tools as needed to provide sales revenue reporting, revenue retention reporting (increased/decreased revenue) and Customer Satisfaction Ability to travel to conventions, diocesan events, or customer meetings *    Other duties as assigned   Requirements: Required Skills  Excellent verbal and written communication in both English and Spanish Ability to manage statistical data in order to assess fundraising effectiveness and devise strategic plans Ability to discover needs and sell products and services Strong relationship building skills required Detail-oriented with the ability to take initiative and work independently Ability to set and meet goals without supervision Technical skills to coordinate training and meetings. Organizational skills with the ability to multi-task Team player Problem solving skills  Required Experience  Proficient with Word, Excel, PowerPoint and Outlook 2-3 years of consulting, customer service or project management experience. Territory planning experience Training experience Proven record of revenue results with high levels of customer satisfaction Experience working with various organizations within the Church with proven success Completed Business or Communication classes Knowledge of business management and planning    Fundraising Experience Bachelor’s Degree is preferred; however, a combination of work experience and education will be considered Working Environment: Incumbent will be working in a remote office environment The incumbent may be required to travel Supervisory Responsibilities: None

OSV currently has an immediate opening for a dynamic individual with proven capability as a Technical Sales Representative. This position is responsible for following through to close sales and meeting sales goals defined by the Sales Manager/Director, maintaining relationships with customers, maintaining and updating customer database, keeping product knowledge current, managing and utilizing OSV resources effectively. The responsibilities of the job are outlined, but not limited to, the following: Develop new business and create new sales opportunities for OSV technical products, specifically focused on – but not limited to – OSV Church Manager (SaaS product) Close sales opportunities identified by another OSV Account Executive along with the OSV Account Executive as appropriate Preparing presentations to explain OSV’s technical products in detail and discuss the different benefits will assist potential customers with determining how OSV’s technical products can address problems with their organizations Provide product demonstrations in sales opportunities including individual accounts, webinars/group scenarios, events and other internal or external situations Detect market trends and requirements Develop work scope based on customer requirements and provide technical recommendations Work closely with product development team to identify and prioritize product features based on customer feedback Oversea work and ensure on time delivery to customers Maintain existing business relationships Technical guidance to internal and external personnel and customers Support and make recommendations to improve company procedures and to expand capabilities Requirements: Minimum Bachelor’s Degree in a technical field preferred with 5+ years specific sales experience.  Experience in the not-for-profit field, with preference for religion and specifically a Catholic-related business Must have a level of proficiency with Internet, Email, a CRM system and Microsoft programs Excellent communication skills, capacity for teamwork and able to travel Ability to manage statistical data in order to drive effectiveness and devise strategic plans Ability to discover needs and sell products and services Strong relationship building skills require Detail-oriented with the ability to take initiative and work independently Ability to set and meet goals without supervision Organizational skills with the ability to multi-task Team player Problem solving skills Territory planning experience Proven record of revenue results with high levels of customer satisfaction Previous Fundraising Experience ideal Ability to set up a home office Evening and weekend work required periodically throughout the year Travel required – estimated up to 20% Must have a valid driver’s license with an acceptable driving record that meets company requirements

The Sales Account Executive is responsible for consulting with English and Spanish speaking parishes, dioceses, and schools across the territory which will result in successful engafements at parishes, schools and dioceses. The Account Executive will incorporate the full breadth of OSV products and services to the extent possible as part of the overall solutions.  This role may also be responsible for the overall project manager for customer engagements and the product sales cycle. This position is responsible for following through to close sales and meeting sales goals defined by Sales Manager/Director, maintaining relationships with customers, maintaining and updating customer database, keeping product knowledge current, managing and utilizing OSV resources effectively. The Account Executive will create a plan to develop relationships across the territory which will result in successful engagements at parishes and dioceses yielding both high levels of customer satisfaction and attainment of revenue goals for the territory. This role reviews territory status on a periodic basis, including customer satisfaction levels, won/lost business, new business and any outstanding issues.  The incumbent will provide recommendations for new product and service offerings to product managers.  Essential Job Functions (*=Non-essential tasks): Sell and manage consulting engagements which result in increased support for parishes, schools and/or dioceses Manage all related operations ensuring achievement of organizational sales goals as needed Develop strong positive relationships contacts at assigned dioceses, parishes and schools which result in repeat business Develop a thorough understanding of diocesan, parish, school organiizations and business processes processes as appropriate Develop annual revenue and sales plans for assigned territory. This includes understanding key value drivers for those organizations and proposing appropriate OSV solutions to provide value Conduct presentations and workshops as appropriate Be a strategic partner who proactively offers new solutions to benefit the customers and to help their respective programs Provide regular updates and status against plans for OSV management team to include recommendations and business justification to OSV for changes to products and services or new products and services Work closely with pre-production and production teams, administrative teams, and others to ensure timely response to client requests, and resolution of any problems Coordinate resolution of customer issues in a timely manner making follow up calls as required Use CRM to document calls, track opportunities, and assign all order changes Use other tools as needed to provide sales revenue reporting, revenue retention reporting (increased/decreased revenue) and Customer Satisfaction Collaborate with production and marketing staff on campaign-related collateral materials and events, ensuring timeliness, accuracy and consistency of messages Assist with ongoing measurement of financial success of engagements, both for the client and internally Ability to travel to conventions, diocesan events, or customer meetings  Required Skills Excellent verbal and written communication Although not requuired, special consideration will be given to Bilingual candidates who are fluent communicators in both Spanish and English Ability to manage statistical data in order to drive effectiveness and devise strategic plans Ability to discover needs and sell products and services Strong relationship building skills required Detail-oriented with the ability to take initiative and work independently Ability to set and meet goals without supervision Organizational skills with the ability to multi-task Team player Problem solving skills   Required Experience Proficient with Word, Excel, PowerPoint and Outlook Minimum of 5 years of consulting, customer service or sales experience, including large account management experience Territory planning experience Proven record of revenue results with high levels of customer satisfaction Experience working with various organizations within the Church with proven success Completed Business or Communication classes Knowledge of business management and planning    Fundraising Experience Knowledge of or experience with Catholic school and/or parish markets preferred Must be willing to travel 50% Ability to meet daily goals and meet deadlines Daily customer calls and/or visits in the field Ability to set up a home office Evening and weekend work required periodically throughout the year Knowledge of selling techniques and ability to close sales is preferred, but training will be provided Self-starter Must have a valid driver’s license with an acceptable driving record that meets company requirements  Education: ·         Bachelor’s Degree is preferred; however, a combination of relevant work experience and education will be considered.