Associate Account Executive (R-19789)

About the role

In this role, you will support the Company’s growth in selling products and services to new and existing small business clients through remote channels such as telephone and virtual consultations. You will learn to identify the unique needs of small business customers and deliver tailored solutions that support their growth. This foundational role serves as a development path into our Small Business sales roles, offering hands-on experience, strong training, and the opportunity to build essential sales skills for long-term career growth.

Responsibilities

• Qualify leads based on Budget, Authority, Need, and Timeline (BANT) and pass to the appropriate internal Small Business Sales team.
• Conduct needs-based assessments and transition customer needs to the best product and solutions available within the scope of the role; escalate opportunities when appropriate.
• Develop an in-depth understanding of all Small Business product suite features, functionality, and benefits.
• Effectively manage and follow up on assigned leads, ensuring a seamless transition from lead to client engagement.
• Provide customized solutions based on the unique requirements of prospects, ensuring alignment with their goals and objectives.
• Nurture leads through sequenced outreach, timely follow-ups, and appointment setting where applicable.
• Complete the required number of outbound calls daily to qualify prospects and schedule appointments for Account Executives.
• Additional duties as assigned.

Requirements

• 2 to 4 years of relevant experience.
• High School Degree (required); Associate’s or Bachelor’s Degree (preferred).

Skills

• Assertive, persistent, and self-motivated professional with a positive attitude and strong listening skills.
• Aptitude for quickly grasping selling techniques and product knowledge.
• Experience selling intangible products and/or inside sales experience (strongly preferred).
• Proven track record of achieving or exceeding quota in a high-volume, fast-paced sales environment.
• Strong computer skills with excellent communication, organization, and time management abilities.
• Clear, confident phone presence; excellent active listening and objection handling.
• Comfortable initiating contact with unfamiliar prospects and driving engagement through effective phone outreach.
• Maintains energy, professionalism, and consistency while handling large volumes of outreach and frequent rejection.
• Ownership mindset: problem-solver, curious, proactive, and collaborative.
• Continuous growth mindset, leveraging relationships with stakeholders, experts, colleagues, and mentors to broaden competencies.

Key Stakeholders

• External Clients
• SMB Account Executives
• Customer Service
• Sales Operations
• Sales Compliance
• Marketing
• Training and Enablement

Physical Requirements

• Ability to sit, speak, and operate telephone and/or computer for long periods.
• Ability to handle pressure, stressful conditions, and conflict resolution.
• Ability to work day, evening, and/or weekend hours as needed.
• Regular in-office attendance Monday through Friday.

Benefits

• Generous paid time off in your first year, increasing with tenure.
• Up to 16 weeks of 100% paid parental leave after one year of employment.
• Paid sick time to care for yourself or family members.
• Education assistance and extensive training resources.
• Do Good Program: Paid volunteer days and donation matching.
• Competitive 401k with company matching.
• Health and wellness benefits, including discounted Wellhub membership rates.
• Medical, dental, and vision insurance for you, spouse/partner, and dependents.