Account Representative

Account Representative

CBORD and Horizon are the world’s leading providers of integrated technology solutions powering access control, food service, nutrition, eCommerce, and card systems for K-12 and higher education, acute care, senior living, and business campuses. Our success and growth is directly attributed to our DREAMteam. Our culture is built on integrity, respect for our people, and continuous personal development. We maintain an entrepreneurial spirit, where creativity, innovative problem solving, and learning agility drive our day‑to‑day actions.

The Account Representative for the Client Development Group will assist the Account Management team in the field with tasks related to servicing existing accounts, focusing sales efforts, keeping management informed, monitoring competition, and maintaining professional and technical knowledge. This position operates under close supervision.

Service Existing Accounts

• Plan and organize daily work schedule to call/visit existing clients.
• Work in a team environment with the Account Management team in the field.
• Travel occasionally to client sites.
• Cold call existing customer base and promptly follow up on leads.
• Submit proposal, contract, and information requests to headquarters office.
• Perform online on‑site demonstrations and site visits as needed.
• Maintain sales records.

Focus Sales Efforts

• Study existing client base and potential volume to identify additional prospects and opportunities.
• Submit annual client base/business plan.
• Close sales and obtain signed contracts.

Keep Management Informed

• Complete sales opportunities database, communicate travel schedules, daily call reports, weekly work plans, and sales forecasts in a timely manner.
• Provide market feedback and prompt response to questions and memos from CBORD management.
• Provide timely feedback regarding division’s critical client initiatives for clients within territory.
• Submit expense reports in a timely manner.

Monitor Competition

• Gather current marketplace information on pricing, products, new products, delivery schedules, merchandising samples, etc.

Maintain Professional and Technical Knowledge

• Attend educational workshops and market trade shows.
• Review professional publications.
• Establish personal networks.
• Participate in professional networks.
• Attend sales meetings.

• Ability to act assertively and be self‑motivated.
• Good organizational, project management, and time management skills.
• Excellent verbal, presentation, and written communication skills.
• Excellent interpersonal skills.
• Knowledge of Microsoft Word and Excel.
• Bachelor’s Degree or equivalent experience.
• One year of experience in software sales in the food service, healthcare, or related markets.
• Occasional travel, usually no more than 3–5 days per year.

Client Development Team and Regional Account Managers.

Dreamteam offers a comprehensive benefits package including competitive health insurance, wellness benefits, and paid time off. Specific benefits include:

• Health:
  Robust health insurance plan starting on day one; $200 wellness benefit per calendar year;
  Employee Assistance Program.
• Time‑Off: 15 vacation days (pro‑rated first year), 10 paid holidays, 5 sick days (pro‑rated first year), 3 personal days (pro‑rated first year).
• Future Planning:
  Employer‑paid Life Insurance, AD&D, short‑term and long‑term disability; voluntary benefits such as term life and long‑term disability; access to FSA and commuter benefit plans; 401(k) with company match up to 8% of pay;
  Roper Employee Stock Purchase Plan; paid parental leave.
• Impact: 3 paid days off annually to volunteer at approved organizations.

This position requires handling PHI (personal health information) and/or other sensitive personal information in compliance with all applicable laws and internal policies.