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
- 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.
Responsibilities
- Timely follow up and qualification of new prospects from self-sourced opportunities, inbound leads or customer requests generated by marketing
- Develop prospecting plans for territory development to build rapport and create opportunities
- Research accounts, identify key players, generate interest, and obtain business requirements
- Maintain accurate and up-to-date forecasts; provide sales management with reports on sales activities and projects as requested
- Pursue an increased knowledge of key competitors to communicate our value proposition to customers effectively
- Manage and maintain accurate leads, opportunities, and account information within Salesforce.com
- Achieve or exceed monthly and quarterly targets
- Obtain repeat business, referrals, and references by applying an understanding of the unique requirements of your customers
- Networking, relationship building, cold calling, lead follow-up through emails, product demonstrations, and execution of service agreements
Requirements
- BA/BS or equivalent experience preferred
- 3+ years of demonstrated successful software sales, preferably B2B
- Experience using a consultative, solution-based sales methodology desired
- Proven record of success in an inside sales and or outside sales based selling model
- Proven ability to communicate effectively via telephone and email with customers
- Ability and resilience to work in a fast-paced sales environment
- Ability to develop trusted relationships
- Experience with CRM and opportunity management systems, preferably Salesforce.com
- Proven ability to build and manage pipeline and forecasting
Benefits
- Generous paid time off and leave options
- Healthcare coverage
- Career development programs
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