DISA Global Solutions, Inc.

Account Manager

• Act as the main point of contact for a portfolio of assigned clients/owners, building trust and delivering proactive support and solutions.
• Gain deep insight into each clients/owner's business model, hiring and onboarding processes, goals, KPIs, and workflows.
• Develop and maintain detailed account and project plans that outline objectives, timelines, and progress for each client/owner.
• Grow the account through Upsells and Cross Selling.
• Serve as a strategic partner to client/owner by understanding their organizational structures and challenging them to consider innovative solutions.
• Engage with client/owner stakeholders at all levels—from procurement teams to C-suite executives—to identify opportunities and close business.
• Track and analyze sales trends, revenue generation, and potential competitive threats within accounts.
• Consistently meet or exceed defined revenue targets and account growth objectives.
• Ensure that all services provided align with client goals, expectations, and internal KPIs.
• Lead and deliver impactful Quarterly Business Reviews (QBRs), highlighting service value, performance, and recommendations, often onsite and in person.
• Prepare for and follow up on key meetings and engagements including presentations, site visits, and strategy sessions.
• Proactively identify and resolve systemic issues, including performing root cause analysis and implementing solutions.
• Coordinate with internal and external stakeholders to align on client/owner needs and project deliverables.
• Oversee and follow up on client/owner escalations and open issues related to operations, billing, technology, or customer service.
• Maintain accurate and up-to-date records of account activities, meetings, and communications in CRM (Salesforce).
• Share and implement account management best practices across the team.
• Participate in additional projects and responsibilities as needed.

Senior Account Manager, Client Success – Field Operations

Sales

• Build and maintain long-term relationships with prospective and existing clients.
• Identify, develop, and close new business opportunities while expanding client partnerships through cross-sell and upsell initiatives.
• Understand and analyze client business objectives, operational challenges, compliance requirements, and strategic priorities.
• Generate new business opportunities through proactive prospecting, cold calling, networking, referrals, and outreach activities.
• Develop and execute targeted outreach and business development strategies to build and maintain a robust pipeline of qualified sales opportunities.
• Schedule and lead consultative meetings with clients to evaluate business needs.
• Prepare and deliver compelling proposals, presentations, and business cases.
• Independently manage and advance sales opportunities through the full sales cycle.
• Represent the company at industry conferences, trade shows, and networking events.
• Resolve issues during the sales process by coordinating with internal stakeholders and maintaining a positive client experience.
• Monitor sales activity, pipeline performance, and client engagement within CRM systems.

Executive Sales, III

• Build and maintain long-term relationships with prospective and existing clients to identify, develop, and close new business opportunities while expanding client partnerships through cross-sell and upsell initiatives.
• Understand customer business objectives, goals, and operational requirements to identify opportunities for growth and partnership.
• Generate new business opportunities through proactive prospecting, networking, referrals, and outreach activities.
• Develop and execute outreach strategies and business development plans to build and maintain a healthy sales pipeline.
• Schedule and conduct meetings with prospective clients to demonstrate product capabilities, communicate service benefits, and present pricing options.
• Prepare compelling proposals and business cases that address client needs and support successful deal closure.
• Guide prospects through the full sales cycle, from initial engagement through contract execution and implementation handoff.
• Represent the company at industry conferences, trade shows, networking events, and other business development activities.
• Resolve issues that arise during the sales process to ensure a positive client experience and successful transaction outcomes.
• Monitor sales activity, pipeline performance, quota attainment, and client engagement metrics within CRM systems.
• Maintain a thorough understanding of company products, services, competitive positioning, market trends, and industry developments.
• Consistently achieve or exceed assigned revenue, booking, and sales performance targets.

Executive I, Sales

Human Resources

• Design and manage employee benefits programs across health, welfare, retirement, wellness, leave, and voluntary offerings.
• Evaluate workforce trends and emerging benefit models to recommend innovative, data-driven plan enhancements.
• Lead annual benefits planning and renewal cycles, including strategy development and plan design recommendations.
• Research and implement new benefit programs that meet employee needs and support organizational goals.
• Analyze utilization data and market benchmarks to drive continuous improvement and maintain competitive positioning.
• Manage broker, carrier, and vendor relationships to ensure high-quality service delivery and cost-effective solutions.
• Lead RFPs and negotiate vendor contracts to optimize plan performance and employee experience.
• Monitor benefits budgets and financial performance, including forecasting and cost-containment strategies.
• Review claims analytics and recommend strategic plan adjustments.
• Ensure compliance with federal, state, and local regulations including ERISA, ACA, COBRA, HIPAA, FMLA, and Section 125.
• Maintain accurate plan documents and required reporting to support regulatory readiness and audit requirements.
• Develop and deliver employee communication strategies that improve understanding and utilization of benefits.
• Lead open enrollment planning and execution, ensuring a seamless and engaging employee experience.
• Serve as a trusted advisor to employees and leaders on benefits programs, wellbeing resources, and policy interpretation.
• Perform other duties as assigned.

Senior Account Manager, Client Success – Field Operations

Executive Sales, III

Executive I, Sales

Benefits Manager – HR Operations