Bold Technology. Caring Partner.
Client Account Executive
Location
California
Posted
18 hours ago
Salary
$65K - $75K / year
Seniority
Senior
Job Description
Client Account Executive
Sharetec Systems
• Own and grow a book of business through renewals, upsells, and cross-sell opportunities • Meet or exceed revenue targets through client growth and retention strategies • Lead contract renewal conversations and manage negotiations in collaboration with internal teams • Build and maintain strong relationships with key stakeholders at credit union clients • Act as a trusted advisor, helping clients maximize the value of their Sharetec investment • Drive product adoption and identify opportunities to improve client operational efficiency • Develop and execute account plans and sales strategies aligned to client needs and Sharetec’s offerings • Leverage CRM tools and data insights to manage pipeline, improve forecasting, and optimize performance • Conduct regular client reviews and strategic planning conversations • Partner with marketing, product, support, and implementation teams to deliver client value
Job Requirements
- 3+ years of experience in account management, sales, or customer success, preferably in SaaS or financial services
- Proven track record of meeting or exceeding revenue targets through client retention and expansion
- Exceptional communication and presentation skills
- Consultative sales approach with strong strategic and analytical thinking
- Experience managing a portfolio of accounts while maintaining high-quality relationships
- Proficiency with CRM systems (e.g., Salesforce) and comfort using data to guide decisions
- Ability to work cross-functionally in a fast-paced, evolving environment
Benefits
- Competitive salaries
- Medical, dental, vision, life, and disability coverage
- Generous Paid Time Off (PTO)
- Paid holidays (including your birthday off!)
- $1,000 employee referral program
- 401(k) with company matching
Related Guides
Related Job Pages
More Account Executive Jobs
• Present and sell company products and services to current and potential clients. • Prepare action plans and schedules to identify specific targets and to project the number of contacts to be made. • Prepare a variety of status reports, including activity, closings, follow-up, and adherence to goals. • Communicate new product and service opportunities, special developments, information, or feedback gathered through field activity to appropriate company staff. • Follow up on new leads and referrals resulting from field activity. • Identify sales prospects and contact these and other accounts as assigned. • Prepare presentations, proposals and sales contracts. • Develop and maintain sales materials and current product knowledge. • Establish and maintain current client and potential client relationships. • Participate in marketing events such as seminars and trade shows. • Coordinate with company staff to accomplish the work required to close sales. • Other duties as assigned.
Account Executive
Fringe Benefit GroupRevolutionizing benefit solutions for 40 years by designing innovative solutions that empower employees.
• The Account Executive is responsible for managing and directing the front-line relationship with clients • They are responsible for managing the relationship, performing analysis and assessment of the benefit plan • Recommending strategies, assuring superior service levels and plan effectiveness • The overall retention of the business, and upsell FBG products where appropriate. • Respond to client inquiries within 24 hours • Create and maintain a proactive interaction with clients, brokers, business partners, and vendors • Evaluate client needs and lead cross-functional teams to design, plan, configure, and implement products and services • Assist leadership team in guiding and mentoring Account Managers and Account Management Associates • Analyze and evaluate client's plan performance and seek opportunities to upsell/cross-sell FBG products and services • Build and maintain a strong understanding of product/service delivery systems and infrastructure • Schedule and lead client "delivery centered meetings," communicating progress.
Inside Sales Representative
Logical PositionGrow Your Business Through Award-Winning Digital Marketing
• Prospect (cold-call) via phone, email, and other methods to obtain qualified leads for a pipeline; consistently meet performance benchmarks for outbound calls and meeting scheduling to drive revenue growth • Expectations for probationary period (hire month plus the following 2 calendar months): Weekly average of 45 calls a day; Average 4 meetings scheduled per month • Expectations following probationary period: Weekly average of 45 calls and/or 60 minutes of talk time per day; Average 1.5 sales per month • Maintain accurate records of interactions and activities in systems to ensure data integrity for reporting and pipeline management • Assist leadership or team members with special projects, reporting, or administrative tasks as requested to support team efficiency and contribute to strategic initiatives • Participate in internal meetings and training sessions to stay informed on company updates and continuously improve skills • Support cross-departmental initiatives that enhance client experience or operational efficiency to foster collaboration and improve overall customer satisfaction • Mentor or assist new team members during onboarding or training when requested to share knowledge and promote team development
Field Sales Representative – Outside Sales
WoltWolt is a tech company making it easy to discover and get the best restaurants and shops delivered home & to the office
• Identification & Acquisition: You are responsible for sourcing the city's best retail partners. Your goal is to win supermarkets and leading non-food retailers in Munich as partners and onboard them to the Wolt platform on optimal terms. • Pipeline Management: You independently manage your sales pipeline and build reliable networks with store owners and retail managers. • Persuasive Presentations: You position Wolt as a leading e‑commerce solution. You actively listen to prospective partners, ask the right questions, and convince decision-makers by delivering tailored value. • On-site Presence: Your focus is field sales. Your week will consist of approximately 1–2 days of strategic planning and cold outreach (home office) and 3–4 days in the field across Munich (including occasional hotel stays). • Cross-functional Collaboration: You work closely with the onboarding team to ensure perfect representation of your partners — from supermarkets to florists — on our platform.




