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
- Sales Executive driving growth and profitability for Merchant Services teams across Texas and Louisiana. Engaging C-suite executives, building partnerships, and generating sales momentum.
Responsibilities
- Drives new business growth and boosts profitability in existing accounts by spotting high-impact opportunities through market and client insight
- Serve as the strategic sales lead, consulting with owners and C-suite executives
- Builds and energizes a strong referral network with Commercial Bank partners while executing a proactive outreach strategy to consistently generate sales momentum
- Build and manage pipeline through Commercial Bank referrals and self-generated COI leads
- Partner with partner sales teams to expand existing customer relationships
- Delivers persuasive, value-driven presentations that clearly demonstrate how the organization’s solutions meet client needs
- Travel within a designated geographical territory to prospect, build relationships, and sign up new local businesses
Requirements
- Bachelor's degree, or equivalent work experience
- 6+ years of Merchant Sales Experience required
- Deep knowledge of the payments industry, Interchange, and gateway connectivity
- Background in SAAS, Banking, Payables and Receivables a plus
- Proficient in Salesforce as a CRM is a bonus
- 10 years of sales experience, with an emphasis on solution selling into Commercial, Mid-Market and or Enterprise space
- Track record of proven success exceeding sales targets with a data-driven, results-focused mindset
- Excellent partner relationship building, prospecting, and territory development skills
- Manage client relationships in partnership with internal teams to ensure customer success and satisfaction across your portfolio
- Quickly grasp technology fundamentals and apply them to real-world business needs
- Open to feedback and committed to personal accountability and growth
- Creatively resolve client issues with practical problem-solving and sound decision-making
- Effectively manage multiple projects and deadlines
- Communicate clearly and professionally, both verbally and in writing
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development
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