Fierce Advocates of Health, Success and Financial Security
Senior Account Executive – Strategic Accounts
Location
California
Posted
1 day ago
Salary
$150K - $170K / year
Seniority
Senior
Job Description
Senior Account Executive – Strategic Accounts
OneDigital
• Serve as a senior operational lead on complex client accounts • Partner closely with the Producer, Managing Consultant, and Senior Benefit Consultant to execute client strategy • Own and continuously elevate the overall client experience • Act as a primary point of contact for senior client stakeholders • Lead execution of complex renewal cycles • Manage and coordinate all day-to-day service delivery across a multi-disciplinary team • Drive accountability across the service team by managing timelines, deliverables, and quality standards • Align service delivery with the client’s broader business objectives • Identify, anticipate, and proactively resolve service risks and gaps • Mentor and elevate junior team members
Job Requirements
- 7+ years of experience in employee benefits account management
- Proven experience supporting self-funded and complex benefit structures
- Bachelor’s Degree preferred
- Life & Health License required
- Advanced proficiency in Microsoft Excel and PowerPoint required
- Experience working with data, reporting, and analytics tools preferred
- Ability and willingness to attend in-person client meetings and travel as needed
Benefits
- Health insurance
- Wellbeing programs
- Retirement plans
- Paid time off
- Overtime pay for non-exempt employees
- Robust learning and development programs
- Reimbursement of job-related expenses
- Employee perks and discounts
Related Guides
Related Job Pages
More Account Executive Jobs
Strategic Account Executive
SaviyntThe #1 Converged Identity Platform with Intelligent Access Governance for Employees, Third Parties & Machines.
• Effectively interact with Field Sales, Cloud Team, and Line of Business decision-makers • Learn and maintain knowledge of Saviynt’s solutions, focused on Cloud Security, Cloud Access Governance & PAM • Aggressively identify qualified sales opportunities across all assigned accounts/ territory • Develop and leverage all lead sources (personal and partner contacts, inbound leads, events, and outbound prospecting) to generate meaningful pipeline • Maintain disciplined, detailed, and up-to-date records on Lead & Opportunity activity in SFDC to ensure effective lead development, proper team communication, and executive visibility • Be diligent in timely follow-up and provide quality work products • Attend and assist with corporate and field sales & marketing events • Achieve monthly and quarterly revenue objectives
• Focus on bringing new enterprise Voice & SMS opportunities, focusing on the LATAM market. • Identify, strategize, pursue, and create new business opportunities in the assigned region. • Create an active and healthy pipeline of opportunities and meet sales goals in line with the overarching sales strategy. • Learn & become subject matter experts of IDT’s products and services and educate prospects in making buying decisions. • Understand the client’s ecosystem and explore how IDT’s products fit their requirements. • Show professionalism, courtesy & confidence in every interaction. • Navigate tools, including CRM applications and internal systems. • Efficiently manage your time and always put the customer experience first. • Collaborate with the sales leadership team and peers to determine the best sales strategies. • Successfully transition converted opportunities to the account management team. • Liaise with the marketing team to create effective marketing strategies. • Bring your A-game & close sales.
Account Executive
EmtrainEngage, measure & improve your workplace culture with data-driven online learning, world class content, and benchmarking
• Contribute to an atmosphere of winning and excitement • Develop go to market plans and strategies within designated territory • Cross-functional collaboration across marketing, product, and sales operations to develop solutions that bring value to Emtrain clients • Manage individual pipeline within a collaborative sales team environment • Prospect for new clients autonomously within designated territory • Exemplify respect, ethics, and inclusion in all your interactions • Partner with customer success team to ensure a world class onboarding experience for new client partners • Be consultative and demonstrate thought leadership in our space • Exceed activity, pipeline, and revenue goals on a quarterly basis
• Development of new business opportunities through proactive identification and qualification of key contacts within assigned strategic accounts and targets. • Develop and implement account strategies and sales plans to achieve or exceed quota targets. • Establish relationships with key client decision makers to understand their business goals and how we could help them achieve desired results. • Anticipate and mitigate prospect/client challenges through proactive engagement methodologies. • Cross-functional collaboration within Velsera and prospect/client teams to develop and scope solutions. • Manage up-to-date activity, planning, and forecasting of all qualified opportunities throughout the sales process to closure status. • Maintain a current and appropriate understanding of Velsera product portfolio as well as genomics, bioinformatics analysis, and prospect/client-related scientific direction. • Active participation at industry meetings and conferences as required to represent Velsera. • Develop and deliver presentations, and proposals to meet expressed and anticipated customer needs. • Follow industry trends and competitor strategies to distinguish and leverage key differentiators. • Maintain a strategic plan for all accounts and provide regular pipeline and forecast updates to senior leadership. • Recruitment and sourcing of data to support the Velsera’s fast growing Global Data Network. • Travel may be required up to 30%.




