Job Description Summary

The Business Development (BD) Rep/Account Manager (the “Rep”) is primarily responsible for building and maintaining relationships with customers and partners, promoting Calsoft products and services, and achieving the individual BD goal through BD activities, mainly in the Texas and South-West region of the US. This position is required to complete the BD process including the customer contract and tasks necessary to gain customer liability working at Calsoft Dallas office and remotely in the Greater Dallas area.

Job Responsibilities and Duties

1. Develop annual individual BD plan/goal and get approval by Director of BD.
2. Develop and obtain new business opportunities with Japanese and American key customers in the region to the BD goal achievement.
3. Establish, build and maintain customer relationships to help our projects successfully to be conducted.
4. Upsell and cross-sell Calsoft solutions to existing customers to expand our business with them.
5. Manage pre-sales process including pricing, proposals, and coordination with others to achieve customer satisfaction and to maintain Calsoft standard gross profit.
6. Specific tasks include lead generation, qualifying opportunities, scheduling appointments, creating and provision of presentations, understanding business needs, developing solutions and proposals, forecasting and overcoming objections to close the deals.
7. Learn and enhance demonstration skills and values of Dynamics ERP and IT infrastructure. Provide Calsoft’s potential clients with demonstration of Dynamics 365 BC mainly (but also Dynamics GP and 365 FO if necessary in future).
8. Provide regular reporting and updates of individual BD activities to Director of BD and update the data in the Calsoft CRM system accordingly.
9. Develop marketing plans in the region together with Director of BD and take actions for marketing (e.g. seminar, event, promotion email, website enhancement, blogs etc.)
10. Develop innovative value propositions to maximize company and division revenue.
11. Participate in mandatory training.

Supporting Functions

Team

1. Collaborate with other team members to help achieve team goals including customer contracts and service delivery.
2. Contribute to improvement of services, revenue/profitability, methodologies and procedures
3. Collaborate with the other members in order to complete projects successfully and to collect payments from customers.

Implements and maintains Enterprise Recourse Planning (ERP) systems. Customizes and configures workflow to allow the integration of systems. Tests ERP Functions to ensure the system is meeting the customer’s business and functional requirements. We are seeking interns and experienced ERP Consultants in our Torrance, CA office and experienced ERP Consultants in our Schaumburg, IL office.  

Essential Functions:

1. Identify ERP business systems solution requirements by interviewing clients; analyzing work processes and operations; establishing solution objectives; preparing specifications.
2. Implement and Support ERP ( Microsoft Dynamics GP, NAV, AX and D365) for new and existing customers, including design, product configuration, testing, data conversion, user acceptance test and go-live support.
3. Gather information for the development of custom applications to compliment or integrate with existing software.
4. Assist in various tasks involving other departments within the company such as helpdesk, sales, development, network and ERP team.

This position is primarily responsible for providing support and assistance for the implementation maintenance of Enterprise Resource Planning (ERP) Systems.  

Essential Functions:

1. 1. 1. Identify ERP business systems solution requirements by interviewing clients; analyzing work processes and operations; establishing solution objectives; preparing specifications.

      2. Implement and Suport ERP ( Microsoft Dynamics GP, NAV, AX and D365) for new and existing customers, including design, product configuration, testing, data conversion, user acceptance test and go-live support.

      3. Gather information for the development of custom applications to completment or integrate with existing software.

      4. Assist in various tasks involving other departments within the company such as helpdes, sales, development, network and ERP team.

Responsibilities

1. Identify Cargowise’s, the most famous global forwarding system, solutions requirements by interviewing clients, for analyzing work processes and operations; establishing solution objectives; preparing specifications.
2. Implement and support Cargowise systems for new and existing customers, including design, product configuration, testing, data conversion, user acceptance test, and go-live support.
3. Gather information for the development of custom applications to complement or integrate with existing software
4. Communicate with customers and vendors in English and/or Japanese verbally and in writing
5. Assist in various tasks involving other departments within the company, such as helpdesk, sales, development, network, and DEV team.

Qualifications

• Bachelor’s degree in Computer Science, IT, Business, Finance, Accounting or related field
• Has knowledge of commonly-used concepts, practices, and procedures within a particular field.
• Demonstrate aptitude for learning new technologies
• Ability to effectively communicate technical concept to a non-technical audience
• Ability to interface well with other members of the organization
• Maintain professional image in attitude, conduct and attire
• 2 years+ experience in forwarding industry
• Bilingual in English, oral and written