Strategic Account Executive

Progressive Leasing

Strategic Account Executive managing key partnerships for Purchasing Power in the FinTech industry. Responsible for account growth, client education, and partnership optimization.

Posted 7/22/2026full-timeAtlanta • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Account Management, with a strong focus on building relationships with clients and brokers, optimizing client experiences, and achieving revenue targets. Proficient in financial acumen and analytical skills to identify business opportunities and risks while ensuring adherence to contract terms.

Highest-signal resume keywords

Account Management ExperienceEmployee Benefit Program ManagementFinancial AcumenCRM Tools (Salesforce)Superior Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementEmployee Benefit OfferingsFinancial AnalysisAnalytical SkillsOperations Skills

Soft Skills

Relationship BuildingTime ManagementOrganizational SkillsPresentation Skills

Tools & Technologies

Microsoft OfficeSalesforce

Industry Keywords

Voluntary Benefit TrendsClient StewardshipBroker RelationshipsMarketing OpportunitiesAccount Contract Terms

About the role

Key responsibilities & impact

Meet target revenue and revenue per eligible rates for each assigned account
Represent Purchasing Power at the executive level of our clients and brokers to build strong relationships and be able to educate each audience (broker, client, and consumer) of our value proposition
Proactively offer guidance to help educate our broker and client partners for needed training programs
Expand and cultivate each account and assigned broker region through frequent visits, ongoing communication, and accurate reporting
Develop marketing opportunities for promotion to maximize program effectiveness for each account, utilizing broker portals and other communication tools available
Ensure that account contract terms are adhered to and that all account needs are addressed
Provide insight and information to cross-functional internal departments to assist SAE to become a valuable resource and partner
Understand of account industry trends as well as voluntary benefit trends to identity new business opportunities with client and broker partners
Proactively identify and report potential risks associated with each client and broker
Effectively identify and partner with brokers to execute any upsell opportunities
Optimize client and broker experience across sales, client services, marketing, and customer experience
Serve as account owner and decision maker on relationship affecting issues/escalations
Develop strategic recommendation for continual improvement and expansion of client and broker relationships
Document new processes/policies/procedures relating to the client and oversees training on these to applicable internal staff

Requirements

What you’ll need

Bachelor's degree in Business or related field or equivalent relevant experience.
5+ years of Account management experience
Experience with managing employee benefit offerings / programs
Possess financial acumen, analytical and operations skills
Experience using Microsoft Office products (Pivot tables, Power Point, etc)
Experience using CRM tools (Salesforce)
Able to travel as needed for client stewardships, benefit fairs, client/broker, and events
Proven annual goal attainment
Superior written and oral communication skills and excellent presentation skills
Strong time management and organizational skills; ability to maintain a high quality of work in a deadline driven environment
Ability to build relationships & network both internally and externally
Ability to work in-office 3 days a week
Ability to travel 35% of the time

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities