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
- Territory Account Executive for Clipboard, building relationships and managing sales in the local market. Responsible for local customer engagement and territory growth in healthcare facilities.
Responsibilities
- Own and grow Clipboard’s presence in your local market as a field-based market owner
- Build relationships, sign new facility partners, and ensure existing customers succeed on our platform
- Be the face of Clipboard in your territory, spending most of your week in the field meeting with customers
- Prospect, pitch, and close new healthcare facility partners through field sales and local business development
- Manage and grow relationships with existing customers to deepen engagement
- Conduct in-person meetings, demos, and site visits across your territory
- Develop a deep understanding of your local healthcare landscape and competitors
- Partner with internal teams to deliver an excellent customer experience
- Maintain clear pipeline and activity tracking in CRM
Requirements
- 0–2 years of experience in sales, account management, customer-facing roles, or B2B field sales
- Fast learner who thrives in dynamic environments and wants to build a strong commercial foundation
- Motivated by fieldwork and relationship building
- Eager to grow into territory ownership and leadership as markets scale
- 3–5+ years of experience as territory manager, outside sales rep, business development, or account manager (healthcare or marketplace experience a plus)
- Skilled at managing a full book of business — prospecting, closing, and expanding existing accounts
- Data-driven and strategic, able to shape territory plans and mentor newer teammates
- Comfortable owning results end to end with minimal oversight
- Strong communication and relationship-building skills across clinical and business audiences
- Curiosity, persistence, and a bias for action
- Organization and autonomy in managing your own schedule and pipeline
- A reliable vehicle, valid driver’s license, and ability to travel locally (60–80%)
Benefits
- Competitive base salary + uncapped commission
- Insurance benefits and 401k options
- Unlimited PTO and flexible holidays
- Mileage reimbursement or travel stipend for field work
- Remote flexibility when not in the field
- Clear growth path into Territory Manager, Senior Account Executive, or Market Lead roles
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