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 Execution Leader driving revenue growth and optimizing sales efforts for Equifax. Collaborates with sales team to manage accounts and identify new opportunities within key verticals.
Responsibilities
- Execute analytical studies to identify lenders with opportunities for enterprise revenue growth
- Collaborate with sales team for opportunities for enterprise growth (RFP notices, customer requested proposals, etc).
- Partner with sales teams to develop detailed account-level analysis (e.g. opportunity map) to quantify growth potential and validate the accounts opportunity & constraints related to growth.
- Collaborate and ensure with the sales team to build OnlyEFX account plans.
- Support sales activities by managing issues and needs communicated by the sales team.
- Develop and maintain the portfolio of OnlyEFX accounts that have been considered and are in scope.
- Create account opportunity summaries & updates for SLT & ELT reviews
- Monitor account opportunity progress and escalate issues to sales teams & OnlyEFX SLT.
- Lead account closure lessons learned meetings and document, distribute information to appropriate teams
Requirements
- Bachelor’s degree or equivalent work experience
- 7-10 years of experience in sales or sales operations roles, preferably in the financial services industry.
- Strong analytical skills and the ability to translate complex data into actionable insights.
- Excellent communication and presentation skills, with the ability to articulate complex ideas clearly and concisely.
- Proficiency in data analysis tools and techniques.
- Strong project management skills and the ability to manage multiple priorities effectively.
- A deep understanding of the sales process and the ability to collaborate effectively with sales teams.
Benefits
- Comprehensive compensation and healthcare packages
- 401k matching
- Paid time off
- Organizational growth potential through our online learning platform with guided career tracks
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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