Account Executive

• The account executive is responsible for the organization and execution of projects from start to finish.
• Account executives work closely with the account team to maintain and track projects to ensure they move through Woodruff’s processes smoothly and efficiently.
• They identify issues, problem solve and implement improvements for efficiency and better outcomes.
• They manage scopes of work and client budgets.
• The account executive develops a deep understanding of our clients’ businesses.
• Accurately capture client conversation notes and create project input for internal teams.
• Clearly outline clients’ desired outcomes and POV to help Woodruff teams approach projects.
• Set clear expectations with clients and internal teams.
• Proactively identify and solve problems.
• Capture details, questions, next steps and timing from internal discussions and facilitate internal communication to ensure everyone is in lockstep.
• Organize information in a timely, clear and concise manner.
• Develop documents and communications that guide projects internally, including job input forms, kickoff and status documents, meeting notes and posts on Wrike, our project management software.
• Coordinate meetings, including: developing agendas, setting up calendar invitations and appropriate technology, securing rooms, recording notes, action items and next steps.
• Recap discussions through Wrike posts or other internal communications.
• Facilitate meetings when appropriate.
• Work with project managers to develop project timelines.
• Monitor progress from start to finish to ensure projects are moving through Woodruff’s processes smoothly.
• Contribute to job status reports.
• Lead status meetings with internal and external teams.
• Regularly update the account team and clients on the progress of each project.
• Understand workflows and help plan for additional projects as they come in.
• Review all work prior to sending or presenting to clients to ensure accuracy based on Woodruff teams’ and clients’ input.
• Review and proof media plans, and distribute insertion and materials’ due dates to internal teams.
• Develop and/or edit documents, spreadsheets and presentations.
• Enter information into a variety of formats such as Word, Excel, PowerPoint, Google Apps, Keynote, etc.
• Work with the team to ensure client and project information is organized and easily accessible.
• Contribute to agency projects as requested.
• Carry out action items assigned, follow through and report on outcomes to supervisor or other project stakeholders.
• Become familiar with clients’ business needs by researching their industries, competitors, products, technologies and trends.
• Understand clients’ internal structures, teams and individual needs as well as their personal preferences.
• Share this information with team members.
• Understand how clients take their products and/or services to market, and how Woodruff’s capabilities and services can help them.
• Regularly track and share client competitor activity, including media exposure and strategy, social media and online presence, e-commerce platforms, new products and changes within competitors’ business and industry.
• Work with the team to ensure client profiles are accurate and up-to-date.
• Work with the account manager or supervisor to prepare and present information, proposals, new ideas, issues and opportunities to clients.
• Understand clients’ businesses and be able to identify opportunities for clients to increase their use of Woodruff services.
• Build rapport and trusting relationships with internal teams.
• Collaborate with multiple internal teams to ensure projects are delivered on time and reflect Woodruff and client standards.
• Assist the account manager or supervisor onboard new internal team members to work on the clients’ business.
• Partner with internal teams to plan project size and workflows and ensure all aspects are accounted for when developing scopes, value, timeframes and pricing.
• Support clients and internal teams in budgeting and planning discussions.
• Work with the account manager or supervisor on budget allocation based on client objectives and strategies.
• Work with the account manager or supervisor to develop scope of work and scope of value descriptions, and provide accurate and detailed information to develop pricing.
• Proactively communicate with internal teams and clients regarding project size and scope, expectations, deliverables, timing and price.
• Track and manage scopes of work; identify changes in scope and create change orders in partnership with the account lead and production.
• Review invoices, ensure billing schedules are followed and prepare explanations and recaps for clients.

• Develop new business, penetrate existing accounts, and minimize lost business to achieve profitable sales growth and special objectives within assigned territory.
• Seek and qualify prospects following company account stratification goals.
• Research customer business needs and develops a mix of products and service to meet needs.
• Evaluate market trends and recommend products to customers, based on business needs and goals.
• Be informed of market conditions, product innovations, and competitors' products, prices, and sales; share information with customers as part of value-added services provided.
• Answer customers' questions about products, prices, availability, and product use.
• Provide product information and practical training to customer personnel.
• Drive personal vehicle to customer accounts, conventions, company meetings, etc.
• Communicate and collect accounts receivable as necessary, working with the credit department and client; collect all balances due based on approved credit terms.
• Manage deliveries to the routing schedule published by the transportation department; troubleshoot any problems that occur during the order process (for example, out of stock items, special order items, low inventory, etc.).
• Participate in company functions, promotions, customer visits, and customer events.
• Attend and participate in general sales and district meetings.
• Engage in ongoing training sessions.
• Assist with the training of new employees as requested.
• Review and analyze daily and weekly reports such as special-order requests, customer bid files, and sales/gross profit margin data.
• Perform administrative duties, such as preparing sales budgets and reports, maintaining sales records, processing credits, and pick-up requests, preparing sales quotes and menu suggestions, and filing reports. Other duties may be assigned.

Mandarin/Hindi Sales Consultant

• Engage customers through multiple remote and Face to Face channels to promote brand messaging
• Develop and maintain relationships with targeted accounts by engaging in dialogue using technology and digital resources
• Manage daily sales call activity according to defined expectations
• Engage with HCPs face to face as needed
• Utilize digital resources and technology to connect with HCPs
• Profile and manage targeted list of HCPs
• Create and implement business plans to achieve territory and business goals
• Maintain thorough knowledge of the disease state and program
• Fully comply with all laws, regulations and client policies

Sales Representative – SWAT

• To be successful in this role, you need to love working with people because you’ll be building relationships with business owners and leaders every day.
• Conduct research to understand client needs, present tailored PEO solutions, and close sales deals.
• A typical day could include making sales calls, moving prospects through our sales process, delivering IPs and proposals, and working with our internal teams to qualify prospects.
• Manage sales pipeline effectively, track leads, opportunities, and sales activities using CRM tools.
• Stay updated on industry trends, competitive landscape, and changes in the PEO market.

Outside Sales Representative

• Develop strategic account business plans for target accounts assigned to you in the Business Unit
• Prospect to build and maintain a healthy pipeline
• Identify and secure opportunities with prototyping, ramp, production and long-term, strategic manufacturing contracts
• Meet and exceed monthly, quarterly, and annual sales quotas
• Maintain accurate account and opportunity forecasting in Salesforce.com
• Lead and manage customer contract negotiations
• Build meaningful long term relationships with key customer decision makers
• Become a true expert in the product development needs, plans and challenges of your accounts
• Represent the company at trade shows, conferences, and industry events
• Help establish Fictiv’s reputation as a virtual contract manufacturer in the eyes of our most important customers
• Take responsibility for the overall success of your customers enlisting the correct Fictiv team members where appropriate

Account Executive – Emerging Accounts

• Provide sound FMC product recommendations to customers
• Effectively grow FMC’s footprint in the Southeast Kansas / Southwest Missouri
• Manage customer accounts and identify/develop new prospects
• Focus on sales targets, business development, and customer relationships
• Prepare sales presentations, call plans, proposals, and reports
• Mentor and lead sales representatives in neighboring territories

Field Sales Representative, Southeast Kansas / Southwest Missouri

• Build and maintain strong, consultative relationships with middle market, complex Public Entity clients (e.g., municipalities, school districts, counties, and special districts), consistently achieving retention and growth targets in alignment with CBIZ’s client-first philosophy
• Coordinate and lead all assigned client activities across the CBIZ client service team, ensuring a seamless, proactive, and high-quality service experience
• Develop a deep understanding of clients’ operations, governance structures, financial drivers, and strategic priorities, positioning CBIZ as a trusted risk and insurance advisor
• Develop and execute customized renewal and marketing strategies for complex Public Entity insurance programs, leveraging CBIZ’s national carrier relationships and market expertise
• Lead the new client onboarding process, ensuring a smooth transition, accurate coverage placement, and alignment with client expectations and public sector requirements
• Perform comprehensive risk, coverage, and financial analysis, delivering innovative, data-driven, and practical solutions tailored to Public Entity exposures
• Lead and coordinate the evaluation of marketing results, translating complex data into clear, actionable recommendations for clients, executive leadership, and governing boards
• Serve as a trusted advisor and strategic partner, building strong relationships with key stakeholders including City Managers, CFOs, Risk Managers, and Boards/Committees
• Negotiate renewal strategies and placements with carriers and specialty Public Entity markets, securing optimal terms, coverage structures, and pricing
• Educate clients on legislative changes, regulatory requirements, and industry trends impacting Public Entities, reinforcing CBIZ’s role as a thought leader
• Continuously assess client programs and deliver innovative risk management solutions, including claims advocacy, safety initiatives, and alternative risk structures (e.g., captives, pools, SIR programs)
• Participate in RFP responses, finalist presentations, and business development initiatives, contributing to CBIZ’s growth in the Public Entity sector
• Identify opportunities to expand relationships by introducing CBIZ’s broader advisory services, including risk management, employee benefits, and consulting solutions
• Ensure compliance with all state, federal, and public procurement regulations, as well as CBIZ internal standards and carrier requirements
• Utilize CBIZ systems and technology to maintain accurate client records and drive efficient, insight-driven service delivery
• Additional responsibilities as assigned

Senior Account Executive – Property & Casualty

• Actively hunt for new leads within your assigned territory through external networks and cold calling.
• Understand the communication and technology needs of small and mid-sized business customers.
• Develop new accounts and expand existing ones by establishing long-term relationships with customers.
• Utilize consultative selling skills to identify key trends, uncover customer needs, and leverage industry knowledge.
• Craft responses for Requests for Proposals (RFPs) and present benefits to customers.
• Design and implement initiatives to grow and retain revenue stream of assigned complex accounts.

Senior Sales Executive

• Independently manage and develop a sales territory to generate new business from mid-sized to large Physical Therapy practices, consistently building and maintaining a robust sales pipeline
• Drive the full sales cycle, from initial customer engagement to closure, with a specific focus on selling our RCM services
• Proactively prospect for new clients through direct methods (calls, networking) and effectively engage with inbound marketing leads
• Expertly demonstrate our RCM solutions, providing clear, concise, and compelling product overviews
• Lead contract negotiations with prospective clients to secure profitable business
• Develop and maintain a high level of domain knowledge on RCM, the Physical Therapy market, and competitive offerings
• Provide valuable feedback to the sales management and marketing teams
• Develop and maintain key account plans that identify opportunities to deliver value, including strategic motivators, key stakeholders, buying processes, and forecasted sales
• Accurately track all sales activities and opportunities within the CRM system (Salesforce.com) and provide consistent, accurate sales forecasts on a monthly basis
• Travel within the assigned territory and/or for industry events up to 50% of the time to engage with clients and represent the company

Account Executive – Revenue Cycle Management Services

• Identify business opportunities by identifying prospects and evaluating their position in the industry; researching and analyzing sales options
• Sell products by establishing contact and developing relationships with prospects and recommending solutions
• Maintain relationships with clients by providing support, information, and guidance; researching and recommending new opportunities; recommending profit and service improvements
• Prepare reports by collecting, analyzing, and summarizing information
• Demonstrate product knowledge including various solutions, markets, and competitive intelligence
• Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; bench marking state-of-the-art practices; participating in professional societies
• Contribute to team effort by accomplishing related results as needed
• Collaborate with our Product team on market opportunities for our solution suite

Senior Sales Executive – Regional Payer Services

• Own and manage a portfolio of approximately 10 -12 AMCs and neuromuscular specialty centers within an assigned U.S. region, serving as the institutional commercial lead.
• Develop and execute comprehensive account plans for each institution, including formulary strategy, stakeholder mapping, competitive positioning, and patient access pathways.
• Navigate complex institutional buying environments including P&T committees, pharmacy contracting, hospital administration, and infusion center operations.
• Build and maintain deep, trust-based relationships with neurology department heads, treating neurologists, clinical pharmacists, infusion nurses, and medical directors.
• Lead formulary and pathway submissions and P&T committee presentations at targeted institutions, positioning the C5 inhibitor for preferred or unrestricted formulary status.
• Partner with Market Access National and Payer Account Directors to align institutional contracting with broader payer strategy and resolve prior authorization barriers.
• Coordinate with specialty pharmacy partners and Patient Services hub to ensure seamless reimbursement workflows for buy-and-bill infusion products.
• Track formulary status, pull-through metrics, and access barriers across all assigned accounts; escalate systemic issues with data-driven recommendations.
• Identify, develop, and maintain relationships with key opinion leaders (KOLs) in neuromuscular medicine within assigned territory, in coordination with Medical Affairs.
• Represent Regeneron at national and regional neurology congresses (AAN, MGFA), medical education events, and institutional grand rounds as appropriate.
• Maintain detailed CRM records and account intelligence; leverage IQVIA/Symphony Health data for prescriber-level targeting and performance measurement.
• Track and report on KPIs including accounts engaged, formulary inclusions achieved, patient switches, revenue per account, and competitive share of voice.
• Prepare and present quarterly business reviews to the Executive Director, highlighting account progress, barriers, competitive dynamics, and resource needs.
• Contribute to territory realignment recommendations and Year 2 expansion planning based on field-level market intelligence.

Neurology Account Director

• Proactively manage a high-volume pipeline of qualified leads and prospects.
• Deliver high-impact visual presentations and product demonstrations via Google Meet to drive client engagement.
• Educate clients on the value of professional accounting and tax services through a consultative, empathetic sales approach.
• Strategically manage client relationships and provide exceptional follow-up to advance the sales cycle.
• Master our CRM system and other sales tools to efficiently manage your pipeline and client information.

Sales Executive

• Serve as the senior strategic lead for a portfolio of client accounts, building trusted relationships with executive stakeholders and key decision-makers.
• Develop and present integrated marketing and media strategies that align with client business goals and drive measurable results.
• Translate complex performance data, analytics, and media insights into clear recommendations and actionable business strategies.
• Lead collaboration across media, analytics, ad operations, and digital teams to ensure successful campaign execution.
• Champion a “test and learn” mindset, encouraging innovation, experimentation and optimization across campaigns.
• Guide clients through emerging media opportunities, platform innovations, and evolving marketing technologies.
• Mentor and develop account team members, fostering a collaborative and high-performing team environment.
• Manage account profitability, forecasting, budgets, scopes of work, and overall financial health.
• Identify opportunities to expand client partnerships and contribute to agency growth.
• Support agency new business efforts through strategic planning, presentations, and pitch participation.
• Ensure projects move efficiently while maintaining high standards for quality, communication, and client service.

Account Director

• Maintain relationships with agencies.
• Work within established systems to generate new opportunities and ensure all demands are met.
• Develop and implement an agency contact plan to communicate and engage with potential agencies to build new relationships.
• Act as first point of contact for client queries and complaints and resolve them, referring complex issues to others and ensuring that the client receives an appropriate response.
• Identify the solutions that best meet the agencies goals needs, use personal expertise to propose solutions, and present to the agency with clear rationale and explanation of how the solution aligns to the agencies objectives.
• Set clear objectives for each agency; use standard materials to deliver presentations; and ask relevant questions to evaluate the client's level of interest and to identify and respond to areas requiring further information or explanation.
• Assist with the development of communications and work collaboratively to build strong external relationships and meet agency needs.
• Identify potential accounts by obtaining information, referrals, and recommendations from existing accounts and other contacts and/or through participation at events.
• Enter client information that has been gathered through research and/or through direct agency contact into the CRM system, to ensure that the organization has quality data to enable effective retention and organization development activities.
• Identify, within the team, instances of noncompliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these instances and escalating issues as appropriate.
• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential.
• Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

• Identify, define, and qualify new sales opportunities by engaging large-sized prospects and clients
• Strategize selling approaches and revenue growth plans in collaboration with business unit leadership
• Assist with strategic partnerships and sales channels
• Proactively identify market trends and conditions, industry changes, and competitor activities
• Lead complex client relationships and sales processes from inception to closure
• Navigate multiple decision-makers and effectively lead contract negotiations
• Track the status and activities of all assigned accounts and prospects in Salesforce
• Generate periodic reports upon request related to expected closures for any given fiscal quarter
• Achieve quarterly goals related to lead generation, pipeline management and quota attainment

Account Executive IV – Home Health & Hospice, SaaS

• As a National Account Representative, you'll be the architect of our client relationships within the labor union benefit sector.
• Implement a structured, long-cycle sales process specifically targeting labor union benefit offices across the U.S.
• Cultivate strong relationships with key decision-makers, including plan administrators, office managers, and union leadership.
• Build and nurture referral channels through third-party administrators, benefits software providers, insurance representatives, and other industry influencers.
• Actively represent Onsite Logic and the SecureUnions.com brand at national trade shows, webinars, and speaking engagements to generate awareness and leads.
• Proactively move deals forward with persistence, diligent follow-up, and value-driven communication, even when decision-making timelines are extended.
• Maintain detailed and accurate CRM records for all communications, follow-ups, and proposals, ensuring 100% compliance.
• Coordinate seamlessly with internal teams to ensure consistent messaging, deliverable alignment, and clear expectation setting.
• Uphold the highest standards of professionalism and reliability, always with a long-term view of reputation and client success.

National Sales Representative

• Partner with the Clinical Sales Manager to develop a sales strategy
• Mentor surgical teams through training sessions
• Support regional Sales and Marketing events

Clinical Sales Representative

• Drive the end-to-end sales cycle within the SLED sector
• Identify and secure new logo opportunities
• Position the Everpure™ Platform as the superior choice for public sector needs
• Lead pursuit teams to design and execute account plans
• Cultivate relationships to maintain high customer satisfaction ratings

Account Executive, SLED

• Lead a team of Account Executive professionals to achieve high levels of sales and service performance
• Manage team to high quality, high value and high quantity activity metrics
• Coach and mentor direct reports sharing best practices leveraging experience and successes
• Act as a role model supporting AEs with client engagement and interactions
• Support large cross-sell opportunities and key account retention with direct reports, including virtual and in-person attendance
• Provide guidance on Account Planning efforts with assigned team
• Assist with onboarding, training, and orientation of new AEs
• Conduct regular Sales Team calls to exchange ideas, successes, challenges and relevant topics to support team growth
• Retain and grow current higher education accounts designated in territory by reviewing client contracts, maintaining contract end dates, championing utilization, and proactively engaging clients to extend/review the term and product offering
• Build positive line of communication (based on mutual respect, trust, integrity, and clear, honest and open dialog) to maintain and enhance relationships with clients
• Conduct a structured meeting on campus (or virtual if required) for each client institution at least one time per year to deliver an annual account review communicating Nelnet’s value and long-range planning objectives
• Develop intimate understanding of client needs at all levels of the institution, and articulate the practical application of Nelnet Campus Commerce solutions on each campus through client interaction
• Actively participate in the evaluation of new product client requests, creating a business case study in order to justify investment
• Actively participate in the evaluation and prioritization of product solution development, as well as project timing and deployment
• Coordinate and assist in the creation and distribution of client communications (e.g., upgrades, enhancements, new features, etc.)
• Generate, complete and track project and change request forms, documenting these activities in the CRM
• Leverage relationships to expand Nelnet Campus Commerce solutions utilized by exiting clients
• Attend trade shows, conference and other events as needed to support client communication and engagement
• Gather competitive information to assist in continually evaluating market position
• Work collaboratively with the full sales team and other lines of business to develop a strategic customer service plan and to resolve any customer issues
• Willing to travel roughly 50%

Manager – Account Executives, West

• Generate new business opportunities and expand sales within assigned accounts to increase market penetration and revenue
• Engage clients through consultative selling to align accessibility and wireless solutions with their specific needs and challenges
• Lead and coordinate customer interactions and partnerships across business, government, and individual accounts to drive sales outcomes
• Develop and implement account strategies to achieve departmental goals and support business growth objectives
• Represent the organization at industry and consumer events to promote accessibility solutions and build stakeholder relationships
• Also responsible for other duties/projects as assigned by business management as needed

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Account Executive

Mandarin/Hindi Sales Consultant

Sales Representative – SWAT

Outside Sales Representative

Account Executive – Emerging Accounts

Field Sales Representative, Southeast Kansas / Southwest Missouri

Senior Account Executive – Property & Casualty

Senior Sales Executive

Account Executive – Revenue Cycle Management Services

Senior Sales Executive – Regional Payer Services

Neurology Account Director

Sales Executive

Account Director

Account Executive

Account Executive IV – Home Health & Hospice, SaaS

National Sales Representative

Clinical Sales Representative

Account Executive, SLED

Manager – Account Executives, West

Account Executive, Accessibility Sales