Essential FunctionsDrive revenue expansion and client retention:Actively grow revenue within assigned accounts through upsell and cross-sell strategies, while ensuring high client satisfaction and retentionA core measure of success is the ability to consistently expand Dodge's footprint across the client portfolioIdentify high-impact opportunities:Pinpoint clients with the highest potential for growth and retention riskEngage proactively with key decision-makers and influencers to open doors and deepen relationshipsMaster Dodge solutions:Attain deep knowledge of Dodge's full product suite and stay current on solution capabilities to serve as a trusted advisorBe able to clearly articulate how each offering can address a client's unique challenges and goalsLead discovery and consultative selling:Conduct thorough discovery to understand the client's business, go-to-market strategy, workflows, and prioritiesDeliver tailored, value-based solutions aligned to their objectivesPresent the right combination of Dodge products and services based on client needs and demonstrate how they deliver measurable business impactManage the end-to-end client experience:Serve as the client's primary point of contact post-saleEnsure a smooth onboarding, continued engagement, and a structured, proactive account management processBuild and maintain a strong expansion pipeline:Maintain clear visibility into upsell/cross-sell opportunities, accurately forecast expansion revenue, and execute on a structured plan to meet or exceed assigned growth targetsMaintain CRM and reporting discipline:Document all activities, insights, and opportunities in the designated CRM systemDeliver timely reports, updates, and forecasts to leadership with accuracy and clarityRepresent Dodge with professionalism:Uphold Dodge's brand and values in every interactionFoster long‑term client relationships built on trust, transparency, and performanceEducation RequirementBachelor's Degree preferred and/or equivalent work experience. Required Experience, Knowledge and SkillsMinimum of 5 years of proven success in consultative and solution-based selling, preferably within data, analytics, or technology solutionsStrong understanding of the financial, banking, institutional investor, insurance and real estate communities to effectively align solutions with client objectives and industry trendsDemonstrated track record of consistently meeting or exceeding monthly, quarterly, and annual revenue growth targetsProven track record of operating in a multi-priority, fast paced environmentProficient in Salesforce, with strong understanding of opportunity management, pipeline tracking, and order processing within a CRM environmentSkilled in Microsoft Office applications (Outlook, Word, Excel) with experience delivering client-facing presentations via Teams, Webex, or similar virtual platforms.