Strategic Sales Executive - job 1 of 3

Williams Lea by RRD is a global business support services company with a strong legacy—over 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing and communications services to leading companies around the world—especially within legal, financial, and professional services industries.

We’re a people-powered organization. With a presence in North America, the UK, Europe, and Asia Pacific, we have thousands of employees globally, all working together to help our clients operate more efficiently and effectively. Whether it’s supporting law firms with critical document production or helping financial institutions manage high-volume print and digital communications, we’re the behind-the-scenes team making everything run smoothly

Role Summary: Strategic Sales Executive (Tech-Enabled BPO)

Sells the organization's integrated Business Process Outsourcing (BPO) solutions within the Legal and/or Financial Services verticals. This role focuses on delivering a comprehensive "hybrid" solution that combines specialized labor with AI and emerging technology to drive operational and creative efficiency. You will develop revenue through the identification of high-value leads, executive-level outreach, and the establishment of long-term, rapport-based partnerships. You are accountable for meeting sales targets by positioning our tech-augmented labor stacks as essential infrastructure for productivity and growth in high-compliance markets.

Pay: $150,000 + commission 

Key Responsibilities

• Strategic Opportunity Identification: Proactively research and identify new project opportunities, focusing on decision-makers within the Legal and Financial sectors who require optimized workflow solutions.
• Consultative Discovery: Lead client discovery meetings to identify revenue opportunities and recommend how integrated labor and technology can solve specific operational pain points.
• Hybrid Solution Design: Develop thorough business plans for each account that leverage the organization’s full range of staffing and AI-driven solutions to meet strategic goals.
• Effective Proposal Management: Prepare clear, technical, and persuasive written proposals and quotations that articulate the ROI of a tech-enabled BPO model.
• Modernization Advocacy: Recommend additional services by highlighting the advantages of technology-enhanced workflows, ensuring clients remain competitive through increased productivity.
• Internal Collaboration: Partner with internal delivery and technology resources to ensure targeted deliverables are executed seamlessly and meet client expectations.
• Client Relationship Management: Establish ongoing rapport with potential and existing customers to ensure extraordinary service and a high sales-to-client retention ratio.
• Sales Operations: Maintain accurate forecasting and system records within Salesforce.com to track the growth of the vertical pipeline.
• Professional Development: Continuously evolve sales skills and knowledge of the organization’s evolving AI and product suites to remain a subject matter expert in the BPO space
• Performs other related duties and participates in special projects as assigned.

• Bachelors Degree preferred
• 5+ years’ experience navigating large-scale BPO deals in the Legal or Financial Services vertical; Experience in these specific verticals is required 
• Travel requirement up to 30% (RRD/WL & customer sites)
• An exceptional level of business acumen, motivation, competitiveness, customer-driven focus, time management, and multitasking.
• Able to compile, analyze, and interpret results of data gathering.
• Must be good at identifying general trends and patterns that may need to be addressed by management.
• Clear knowledge of the selling cycle with the ability to make cold calls on a daily basis
• Strong interpersonal skills; requires good communication skills, both verbal and written.
• Able to communicate effectively with diverse groups of people when completing work assignments.
• Desire to be a continuous learner of RRD’s products & services
• Able to demonstrate good problem-solving skills and appropriately apply proven solutions.
• Consistently deliver prescribed outcomes in a timely and accurate manner with appropriate guidance.
• Able to apply general functional computer knowledge in utilizing Microsoft Windows, MAC, or other technical tools to complete work assignments.
• Salesforce.com knowledge and usage preferred
• Valid Driver’s License

Who we are: In a rapidly changing world, the ability to innovate and break new ground drives progress. Williams Lea has harnessed this ability for more than 200 years.

Our 5,200+ talented employees worldwide are experts in delivering efficient business processes in complex and highly regulated environments.

We’re always progressing. Connecting technology with expertise and strong processes to transform support services. As we enter our third century, we continue helping businesses thrive in a future driven by digitization and virtualization.

It is the policy of Williams Lea to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity of expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.

Williams Lea is a drug-free workplace and performs pre--employment substance abuse testing.

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All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.

RRD is an Equal Opportunity Employer, including disability/veterans