Forecast

Account Executive

• Drive new logo acquisition across an assigned territory, managing the full sales cycle from prospecting through close.
• Leverage an existing network in the employee benefits space to generate pipeline and accelerate deal velocity.
• Engage executive-level and team-level buyers, including HR, Benefits, and People leaders, to uncover their challenges, goals, and business needs.
• Uncover the pain and cost of the status quo through focused discovery, and confidently articulate how meQ addresses that pain.
• Build value through the articulation of features and benefits that match customer needs, and use that value to propose meQ as the right solution.
• Operate a disciplined, high-quality sales process aligned with each client's buying process.
• Cold call, email, and execute outbound outreach to identify and close new business.
• Follow up on inbound leads and broadly work associated organizations generated through marketing campaigns, trade shows, benefits conferences, and partner referrals.
• Partner with channel partners, benefits brokers, and consultants to co-sell and expand reach.
• Maintain meticulous CRM records including notes, stage, pipeline, and forecast data, updated daily.
• Act as a quarterback across internal teams, bringing together Solutions Consulting, Customer Success, Marketing, and partner resources to build the best possible solution for each prospect.
• Champion a team-selling culture by collaborating openly, sharing learnings, and contributing to a high-performing, supportive sales environment.
• Perform other duties and responsibilities as assigned by Company management.

Senior Account Executive, meQ

Accounting Manager

• Perform month-end close procedures, including preparation of journal entries and preparation of balance sheet account reconciliations.
• Oversee cash management and credit cards, including monitoring daily cash activity and preparing bank reconciliations.
• Handle day-to-day transaction processing and prepare journal entries related to prepayments, fixed assets, accounts payable, and expenses.
• Ensure that estimates, accruals, prepayments, and allocations are calculated and supported with appropriate basis or backup, in accordance with US GAAP.
• Coordinate with our overseas bookkeepers to ensure the proper accounting for transactions in overseas operations, including intercompany activity.
• Conduct monthly variance analyses to identify and explain fluctuations in financial results.
• Assist with the annual financial statement audit.
• Collaborate with other members of the Finance team and cross-functional departments to ensure the completeness and accuracy of accounting records.
• Take on other duties and projects as assigned to support the finance team and overall business objectives.

Senior Account Executive, meQ

Accounting Associate