Account Executive (Account Management & New Business Development), Finance and Facilities

Schedule

This position is eligible for a hybrid work schedule, with a minimum of three (3) days in-office based out of our West Sacramento office and two (2) days working remotely.

Summary

We are seeking a dynamic and results-driven Account Executive to join our Business Development team in a hybrid environment focused on expanding CSBA’s affiliate client base and retaining and growing existing accounts by uncovering sponsorship opportunities for CSBA calendared events.

The Account Executive serves in a dual-capacity growth role responsible for expanding CSBA’s affiliate network and strategically managing an assigned book of business. This position drives new business acquisition by identifying, prospecting, and securing new affiliate partnerships, while simultaneously cultivating and growing existing accounts to maximize engagement, retention, and revenue.

Essential Duties & Responsibilities

• Serve as primary point of contact for existing accounts to ensure retention and satisfaction.
• Proactively identify upselling and cross-selling opportunities within the current client base.
• Conduct quarterly business reviews and strategic planning meetings with clients.
• Customize program-specific deliverables to meet client goals and drive engagement.
• Maintain deep understanding of client needs and communicate feedback to internal teams for product and service enhancements.
• Collaborate with leadership to refine product positioning and go-to-market strategies.
• Track sales performance and contribute to sales forecasting and pipeline management.
• Create customized proposals, presentations, and marketing collateral tailored to client segments.
• Participate in the development of marketing strategies to drive client engagement and retention.
• Manage client relationships, client generation and sales utilizing consultative selling skills with a customer-centric mindset.
• Prepare sales reports regarding sales volume, potential sales, and areas of proposed expansion.
• Represent organization at association meetings, conferences, trade shows and promote products, services and programs, and maintains product booths.
• Educate membership and new business prospects about products, services and programs.
• Promote and market CSBA products, programs and services.
• Address concerns, inquiries or complaints in a professional manner; research information identify and report findings and take appropriate action to ensure an expedient and satisfactory resolution.
• Build and maintain positive relationships with Association members and clients to ensure satisfaction, implementation, user training and product development through information gathering.
• Cook format and customize content for program-specific correspondence, forms, reports, presentations, marketing collateral and manuals.
• Travel throughout California to attend client meetings and trade shows, which may require an overnight stay.
• Perform administrative assignments and work on special projects related to assigned areas area of responsibility; maintain accurate and detailed department-specific records, schedules, reports, files, plans, databases and other operation and/or confidential information.
• Utilize modern office practices, methods, computer equipment, and computer applications related to the work.
• Read and demonstrate an understanding and adherence to CSBA values, policies and practices.
• Demonstrate respect, honesty, and professionalism at all times.
• Adhere to an established work schedule and the organization’s timekeeping practices.
• Limited vacation during peak periods.
• Perform other duties as assigned.

Qualifications

• Education & Experience:
  • Bachelor’s degree or higher with major coursework with at least five (5) years of experience performing business sales and marketing tasks and supporting management in related field.
• Knowledge of:
  • Consultative selling skills and strategic sales techniques with a customer-centric mindset.
  • Emotional intelligence when dealing with existing or new clients.
  • Current education market trends and client acquisition strategies.
  • Marketing and promotional practices for growing and retaining clients.
  • Effective customer service and conflict resolution techniques.
  • Modern office practices, methods, computer equipment, and computer applications related to the work.
• Ability to:
  • Utilize Customer Relationship Management (CRM) systems and sales reporting tools.
  • Navigate both structured sales processes and dynamic client environments.
  • Be collaborative, data-informed, and motivated by both service and growth metrics.
  • Deliver compelling presentations and communicate complex concepts to diverse audiences.
  • Identify prospects, build relationships, and close sales.
  • Analyze data, forecast trends, and prepare strategic sales reports.
  • Handle multiple projects simultaneously with strong organizational and time management skills.
  • Write clear, professional communications and marketing content.
  • Work independently and collaboratively across departments.
  • Maintain a high level of professionalism, integrity and discretion.
  • Exercise excellent leadership and people management skills.
  • Apply strong analytical, problem-solving, and critical thinking skills.
  • Model detail-orientation, data- and process-driven thinking.
  • Use tact, initiative, prudence, and independent judgment within general policy, procedural and legal guidelines.
  • Establish, maintain, and foster positive and effective working relationships with stakeholders.
  • Maintain confidentiality and professionalism in all work.
• Environmental Elements & Physical Demands:
  • Ability to lift, carry, push, and pull materials and objects weighing up to twenty-five (25) pounds, hand truck available to assist.
  • Ability to sit at computer for long periods of time and have the dexterity to access, enter, and retrieve data using a computer keyboard or calculator, and operate standard office equipment.
• Benefits:
  • Competitive salary and benefits package.
  • Medical, dental and vision coverage for employees and dependent children.
  • California Public Employees Retirement System (CalPERS).

About CSBA

The California School Boards Association is a nonprofit education association representing the governing boards who oversee public school districts and county offices of education. With a membership of nearly 1,000 educational agencies statewide, CSBA brings together school governing boards to advocate for effective policies that advance the education and well-being of the state’s more than 6 million school-age children. CSBA provides policy resources and training to members and represents the statewide interests of public education through legal, political, legislative, community and media advocacy. CSBA employees are highly skilled, with a desire to excel and help strengthen school board governance and maximize student achievement. They are strategic in their trade, embrace challenges, and offer new and innovative ideas. CSBA creates a supportive, dynamic environment for its employees to grow and succeed. Our core values of integrity, collaboration, accountability, respect, excellence, service and innovation guide the way to achieving the Association’s goals.

Why Join CSBA

Opportunity to represent meaningful programs and services that impact public education. Career growth potential in a mission-driven organization that values innovation and leadership. Collaborative and professional work environment with visibility to senior leadership. Competitive salary and benefits package.