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Job Summary:

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:

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.
Communicate and assist in implementation of a sales expansion strategy aligned with company goals.
Identify sales targets and work towards company quotas through effective account management.
Align with key internal performance indicators (KPIs) and ensure accountability within the team.
Develop strong relationships with clients to understand their needs and challenges.
Identify and pursue new sales opportunities within existing accounts.
Collaborate with other WorkCare departments to ensure a seamless customer journey.
Prepare and deliver presentations, proposals, and contracts to clients.
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.
Provide monthly, annual and/or quarterly client reports.
Collaborate with internal teams to ensure smooth onboarding and service delivery.
Maintain accurate records of sales activities in CRM, while communicating process and efficiency improvements to Account Executive team members.

Education and Experience:

Bachelor’s degree or equivalent.
2-5 years of experience in related field.

Skills and Competencies:

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.
Proven ability to work effectively in a team environment and on a team basis.
Extremely organized.
Able to manage multiple priorities.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required.
Ability to travel to local, regional, and national sales shows and work in exhibit area with staff to identify sales leads. Experience in telephone and date-based environment selling and supporting complex products and solutions. Business-to-Business selling experience. Ability to cross-sell within customer base to grow business. Ability to navigate through customer organizations to seek opportunities, develop senior or c-level contacts and champions
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.
Strong verbal, written, presentation and interpersonal communication skills.

Computer Skills:

Must be competent in the Windows operating system environment, Adobe Professional, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint) and learn other software as needed.
Strong PC skills in MS Office and business suite of products: Goldmie, ACT!, and SQL database.
CRM software experience required.

Physical Demands:

Requires sitting for long periods of time, working at a desk.
Some bending and stretching could be required.
Working under stress and use of computer/phone required.
Manual dexterity required for use of computer keyboard.
Occasionally may be required to stand, walk, stoop, kneel and/or crouch.
May occasionally lift and/or move up to 25 pounds.

Work Environment:

Work Environment must be free from background noise and distraction, noise level is acceptable, temperature is controlled. At home set up must meet all Company IT, privacy, and safety requirements.

This position has a salary range of $71,000- $ 76,000. Final compensation for this position depends on factors such as job-related knowledge, skills, experience, and qualifications. In addition to the base salary, this position is eligible for a sales incentive plan.

Benefits for this position include paid time off; medical, dental, vision, and critical illness insurance; HSA, HRA, and FSA; life and disability insurance; EAP; 401K; legal and identity theft coverage; pet insurance and more.

The preceding statements describe the general job responsibilities and individual’s qualifications inherent to this position. These are not intended to be construed as exhaustive lists. To perform this job successfully, the individual must be able to perform each essential function satisfactorily, accurately, and safely. Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of their jobs. This job description may be reevaluated and/or modified at any time without notice.

Every qualified individual has the same opportunity for recruitment, hire, training, transfer, promotion, compensation, benefits, employee activities, and general treatment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other classification protected by applicable local, state, or federal law.

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