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
- Junior Account Manager managing renewals and driving expansion in a fast-paced SaaS environment. Working with a growing SMB customer base across Europe.
Responsibilities
- Achieve or exceed quarterly and annual renewal rate targets for your assigned book of business
- Proactively engage customers 120+ days before renewal to understand usage, satisfaction, and needs
- Execute streamlined renewal processes, negotiating pricing and terms for standard contracts
- Identify and mitigate churn risks early through regular account health monitoring
- Coordinate with Customer Success to address technical or adoption challenges impacting renewals
- Identify and pursue expansion and migration opportunities within existing accounts (additional users, products, or modules)
- Conduct discovery calls to understand evolving security needs and gaps in current coverage
- Close upsell and cross-sell deals within your accounts to meet expansion revenue targets
- Leverage product usage data and customer feedback to tailor expansion proposals
- Maintain accurate records in Salesforce (SFDC) including account details, activities, and forecasts
- Conduct regular business reviews & roadmap updates with key stakeholders
- Build strong relationships with 40-60+ accounts in your portfolio
- Collaborate with Customer Success, Sales Engineers, and Support teams to ensure customer satisfaction
- Respond promptly to customer inquiries and coordinate internal resources as needed
- If deemed appropriate, travel may be required to secure a relationship with the customer.
- Maintain accurate renewal forecasts and report on account health metrics
- Participate in weekly pipeline reviews with sales leadership
- Track at-risk accounts and develop action plans to protect revenue
- Document customer objections, competitive intelligence, and market feedback
Requirements
- 1-2 years of experience in sales (SDR, inside sales), renewal sales
- Strong written and verbal communication skills in English and proficiency in another European language
- Familiarity with SFDC (SalesForce) and the reporting features it offers
- Ability to manage multiple accounts and track information accurately
- Flexible and adaptable self-starter with strong relationship-building skills & has the willingness to learn new skills
- Comfortable working in a fast-paced and dynamic environment.
Benefits
- Our company does not sponsor work visas or work permits.
- All applicants must have the legal right to work in the country where the position is based.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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