Regional Account Representative
Estate Valuations & Pricing Systems, Inc.
Hickory, NC
Company Overview
Estate Valuations & Pricing Systems, Inc. (EVP Systems) is the premier provider of historical
stock and bond pricing for estate and gift tax valuations. Our flagship application, EstateVal, has
been trusted by leading banks, brokerages, law and accounting firms, and the Internal Revenue
Service for over 40 years. It is used daily by thousands of professionals.
Based in Santa Barbara and with an office in Los Angeles, we have recently opened a Sales and
Development office in Hickory, NC.
Role Overview
We are seeking a financial professional to take on the responsibilities of strategic marketing and
client relationships. The candidate will build and maintain strong relationships with bank trust
departments, law firms, and accounting firms. By understanding client workflows, the candidate
will align the company's products with their needs effectively.
In social media and digital marketing, the candidate will develop targeted campaigns across
major platforms, working with the graphics team to produce compelling branded content.
Identifying and optimizing advertising and digital trade show opportunities is crucial, with
strategies adjusted based on ROI analysis.
Key Responsibilities
Client Relationship Management:
Cultivate relationships with clients in bank trust departments, law firms,
and accounting firms.
Schedule calls with prospects and arrange client visits with the President
and Founder.
Understand client workflows to align EVP's products with their needs.
Social Media & Digital Marketing:
Create targeted campaigns across platforms like Facebook, Twitter, and
www.EstateVal.com.
Collaborate with the graphics team on branded content.
Identify advertising and digital trade show opportunities, refining strategies
based on ROI.
Market Analysis & Reporting:
Monitor daily revenue and staff support logs to identify trends and
opportunities.
Report on revenue patterns and provide strategic recommendations.
Research competitors, partnerships, and marketing trends.
Sales Support & Trade Show Management:
Generate and follow up on leads from various sources.
Ensure consistent branding across marketing materials.
Measure trade show performance and refine strategies.
Cross-Departmental Collaboration:
Work with Support, Development and Accounting teams to deliver
exceptional client service.
Share client insights to inform product development and marketing
strategies.
Qualifications
Bachelor's or Master's degree in Business, Marketing, Finance, or a related field.
Experience in Sales and Marketing, especially digital or social media marketing.
Strong interest in financial markets, including stocks, bonds, and security
valuations.
Familiarity with financial software or related industries like brokerage, financial
securities, or tax is a plus.
Strong analytical skills to convey actionable insights.
Exceptional communication skills.
Willingness to travel for client visits and trade shows.
Self-driven, adaptable, and able to manage multiple projects in a fast-paced
environment.
Salary and Benefits
Salary: $95,000 to $135,000
Benefits: Paid medical insurance, vacation and sick leave, paid holidays, and Simple IRA
matching.