Senior Account Executive managing client relationships in employee benefits for CBIZ Inc. Build strategic client relationships and coordinate service activities in a hybrid work environment.
About the role
- Account Executive responsible for driving revenue growth in fintech company LoanPro. Engaging with clients, managing relationships, and closing deals while providing exceptional service and support.
Responsibilities
- Take ownership of deep learning about our software, its functions, and how it fulfills our customers' needs and how they use the product
- Communicate with potential and current clients to understand customer goals, challenges, project requirements, timeline, budget, and authority
- Create detailed business plans to reach predetermined goals and quotas
- Own, manage and drive prospects through the full sales process from qualification to close
- Maintain and organize customer and account information
- Research and develop existing accounts to increase customer efficiencies
- Develop an in-depth understanding of LoanPro, industry trends, and competition
- Work effectively with internal departments to deliver the best solution for the client and ensure an excellent experience
- Consistently achieve and exceed quarterly metrics (appointments set, opportunities created, qualified leads, new contacts, calls per day, KPI, etc.)
- Answer questions about LoanPro processes and solutions with confidence and expertise
- Manage prospecting status, data integrity, and forecasting in Salesforce
- Drive pipeline growth through development of outbound leads
- Deliver quality and tailored demonstrations to mid-market and enterprise prospects based on their needs and priorities
- Remain in regular contact with your clients to understand and meet their needs
- Provide ideas/insights to management and sales to help facilitate growth of organization
- Stay on top of industry trends and develop a complete understanding of our current and potential Strategic Partners’ and our customers’ businesses
- Research target accounts, identify key players, generate interest, and develop new relationships
- Clearly articulate value, be persuasive and present to decision-makers, key stakeholders, and executives
- Support LoanPro at trade shows and conventions, as needed
- Ability to give, receive, and implement feedback and constructive criticism
- Have a positive and energetic attitude and make efforts to maintain/improve morale
- Effectively collaborate and consult with colleagues to identify issues, determine potential solutions, and analyze the impact on the broader organization
- Build collaborative, trustworthy relationships across a range of styles, functions, geographies, and cultures to form networks within and outside the company
- Develop and maintain strong organizational astuteness and agility
- Self-directed, including: manages time, proactively seeks work opportunity, supports the department and software needs, proactively seeks and pulls work, delivers on daily projects tasks, communicates with team - has a strong sense of urgency and engagement of projects and timely delivery
- Focuses on work while at work, stays engaged, attentive and proactive and eliminates distractions (cell phone, internet, long breaks, distractions, etc)
- Puts sufficient time, energy, and effort into the tasks necessary to complete the duties and responsibilities of the position
Requirements
- Associate’s degree or equivalent work experience required, Bachelor degree preferred
- 1 year or more of experience using Customer Relationship Management Software platforms (CRM)
- Excitement to build something and high growth mindset
- Strong awareness and ability to read situations and adjust accordingly
- Ability to think strategically and creatively
- Ability to use Salesforce, Monday.com, G Suite, Slack and other operating systems
- Determined mentality with a strong will to win
- Dedication to high quality customer service delivery and integrity through proven client and customer relationships
- Energetic, organized high performer who can meet deadlines, work independently, take initiative and follow through with requests
- Excellent oral and written communication skills, including facilitation of group presentations, and consulting skills
- Strong understanding of the lending industry, with the ability to become a subject matter expert on the job
- Proficiency in G Suite, Microsoft Office applications as well as industry-specific analysis software
- Fluency in the English language (speak, read, and write) required.
Benefits
- 80% Medical/Dental
- PTO and Holiday Schedule
- HSA and 401K Match
- Wellness Rewards and EAP
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Trade Sales Consultant responsible for sales and relationships in the trade industry at Pella Corporation. Achieving sales goals and customer satisfaction through networking and consultative sales approaches.
Sales Representative managing the assigned client portfolio and implementing strategies for sales growth. Collaborating with technical and project departments to secure client needs.
Commercial Account Executive focused on new account acquisition using Procore’s project management tool. Selling to mid - market accounts in the construction industry with a strong emphasis on relationship building.
GTM Sales Executive focusing on strategic growth through outreach at Arenko, enhancing the transition to clean energy. Engaging enterprise organisations with well - researched strategies and effective communication.
Account Director responsible for maintaining and growing client relationships in the data market. Collaborating with teams to meet sales targets and ensuring client satisfaction.
Field Sales Representative driving retail expansion for Gorilla Mind in Southern California. Collaborating with internal and external partners to maximize distribution and sales performance.
Account Executive managing full sales cycle for Mercator.ai, a leader in predictive AI - driven data for contractors. Focused on pipeline generation, customer needs, and deal closure.
Account Executive en Teamtailor, una plataforma SaaS de Branding Empleador y ATS. Gestionando el ciclo completo de ventas en un entorno dinámico e innovador.
Account Executive focused on new logo acquisition for EcoOnline's North American sales team. Managing pipeline creation and deal execution with executive - level stakeholders in a high - growth environment.