Role Description
The Account Executive is responsible for managing client relationships, driving sales, and ensuring client satisfaction throughout the sales cycle through a coordinated and efficient approach. This position will support the development of customer relationships while driving revenue retention and expansion with identified customers to meet departmental goals. This position will track to company revenue goals, maintain accountability through key performance indicators, and be involved in projects with client accounts to exceed customer’s expectations. This role requires enhanced communication and leadership capabilities.
Essential Duties and Responsibilities
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Own a portfolio of Strategic Accounts (region), responsible for developing long-term trusted consultative relationships facilitating an intimate knowledge of each client’s objectives and goals.
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Communicate and assist in implementation of a sales expansion strategy aligned with company goals.
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Identify sales targets and work towards company quotas through effective account management.
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Align with key internal performance indicators (KPIs) and ensure accountability within the team.
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Develop strong relationships with clients to understand their needs and challenges.
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Identify and pursue new sales opportunities within existing accounts.
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Collaborate with other WorkCare departments to ensure a seamless customer journey.
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Prepare and deliver presentations, proposals, and contracts to clients.
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Serve as an escalation point for issues that impact the client’s success and mitigates risk, as well as provide support to account executive team members through this process.
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Provide monthly, annual and/or quarterly client reports.
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Collaborate with internal teams to ensure smooth onboarding and service delivery.
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Maintain accurate records of sales activities in CRM, while communicating process and efficiency improvements to Account Executive team members.
Qualifications
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Bachelor’s degree or equivalent.
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2-5 years of experience in related field.
Requirements
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Must be able to demonstrate the ability of maintaining privacy and confidentiality; critical thinking skills; make independent decisions in accordance with company policy and procedures; and take initiative on issues that arise daily.
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Proven ability to work effectively in a team environment and on a team basis.
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Extremely organized.
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Able to manage multiple priorities.
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Ability to travel to local, regional, and national sales shows and work in exhibit area with staff to identify sales leads.
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Experience in telephone and date-based environment selling and supporting complex products and solutions.
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Business-to-Business selling experience.
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Ability to cross-sell within customer base to grow business.
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Ability to navigate through customer organizations to seek opportunities, develop senior or c-level contacts and champions.
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The ability to create and edit written materials; ability to communicate effectively to a variety of audiences; the skill in organizing resources and establishing priorities; the ability to gather data, compile information and prepare reports.
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Strong verbal, written, presentation and interpersonal communication skills.
Benefits
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Paid time off.
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Medical, dental, vision, and critical illness insurance.
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HSA, HRA, and FSA.
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Life and disability insurance.
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EAP.
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401K.
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Legal and identity theft coverage.
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Pet insurance and more.