Account Executive

Position Summary

The Account Executive is responsible for delivering high-touch account management services to a portfolio of clients. The Account Executive, through proactive business consultation, will ensure high client satisfaction and high client retention.

Essential Job Functions

• Serves as the lead point of contact for all client account management matters
• Develops trusted advisor relationships with assigned account contacts including client stakeholders and executive sponsors
• Ensures timely and successful delivery of CoAdvantage solutions according to client needs and objectives
• Clearly communicates the progress of initiatives to internal and external stakeholders
• Collaborates with various internal departments to ensure client requests are fulfilled timely
• Affords assistance with challenging client requests or issue escalations as needed
• Provides clients with general HR support through use of internal tools and consulting with fellow AE team members
• Documents activities, cases, and other information in company technology in a timely manner as per company guidelines
• Displays excellent attention to detail when working on assignments, tasks or projects with internal and external customers
• Develops a deep understanding of CoAdvantage’s business goals in order to build a strong consultative relationship with assigned client groups
• Demonstrates excellent customer service and thorough knowledge of all CoAdvantage products and services to rescue and retain clients
• Manages annual open enrollment process for assigned group of clients
• Negotiates service fees, in conjunction with finance, to retain clients
• Affords assistance to the sales team on calls when necessary to discuss account management routines, HR capabilities, implementation, general operational items, benefits, and general service
• Identifies upselling and cross-selling opportunities to expand available CoAdvantage services
• Maintains team utilized intra-departmental resource sites
• Mentors and trains new and existing team members on internal process/system/departmental functions
• Performs other duties as assigned

Required Skills and Experience

• 4+ years account management experience either in consulting or corporate environment and/or in a relationship building role
• Demonstrate the ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level
• Show strong business acumen with the ability to think strategically and to understand a client's underlying business and organizational issues
• Show strong service orientation with the ability to have difficult client conversations
• Display a high sense of urgency with internal and external clients
• Show strong employee relation experience
• Show excellent organizational skills with a focus on time management
• Show strong experience in presentations and training
• Show excellent oral/written communication and listening skills
• Be able to deal with ambiguity, operate at a fast pace and cope with change
• Show a strategic mindset with the ability and willingness to be hands-on
• Show experience in a client service environment, handling multiple external clients
• Show proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Bi-lingual (English/Spanish) a plus (reading, writing and speaking)

Preferred Experience

• Professional Employer Organization (PEO) experience
• General knowledge of PEO and common applications

EEO

CoAdvantage is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.