Account Executive

United States·Indianapolismid

SalesAccount Executive

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Overview

About Balance Platforms, LLCBalance Platform, LLC (https://balanceclaims.

Technical Tools

SalesAccount Executive

~1 min read

→Proactively build and manage a personal pipeline through cold calling, networking, referrals, and industry events, rather than relying solely on inbound leads.
→Respond to and qualify inbound leads generated through marketing efforts, using provided scripts and SOPs to move them through the pipeline.
→Vet inbound leads to understand client needs and match them to the right service offering.
→Convert qualified leads to closed deals to achieve sales goals, or disqualify with sufficient justification.
→Onboard new clients to ensure a smooth transition into service.
→Conduct regular check-ins with clients during implementation phase to assess satisfaction, gather feedback, and identify upsell and cross-sell opportunities.
→Provide account management support for larger corporate accounts as necessary, partnering with the Account Management team on service continuity and escalations.
→Monitor client portfolio health to identify potential issues and proactively address them.
→Keep clients informed on services and opportunities aligned with their business needs.

Ability to manage multiple accounts and priorities at once.
Comfortable working independently with minimal oversight.
Strong interpersonal skills across all levels of a client organization, including owners.
Superior organizational skills.
Exceptional verbal and written communication skills.
Restoration, contractor services, or BPO industry experience preferred.