Account Executive

• Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients
• Develop a Personal Development Plan annually outlining personal and professional goals for upcoming year
• Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sources
• Document activity, notes, and prospect data in appropriate CBIZ systems
• Develop and present recommendations to clients based upon consultative selling approach
• Appropriately close for new business, documenting won and lost opportunities and reasons
• Seamlessly transition sold clients to designated client service team
• Serve as client's valued advisor; building a strategic and personal relationship with key client decision makers
• Work with client service team to serve client and retain business
• Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence
• Identify, initiate, and support cross serving leads to other CBIZ business developers
• Responsible for meeting annual sales goals if applicable to position

HCM Sales Consultant

• Identify, recruit and onboard new referral partners, VARs and MSPs
• Achieve new business and revenue targets for all assigned partners
• Develop and execute channel strategies to drive revenue growth, market penetration, and partner satisfaction
• Collaborate with marketing team to develop tailored marketing programs, collateral, and campaigns to support partner initiatives and enablement
• Manage on-boarding and enablement activities for resources supporting assigned partners
• Provide sales and logistical support for channel partners located across the Central Region (US)
• Adapt to dynamic changes related to sales opportunities
• Articulate the value of Calero’s solutions and align them to the customers’ critical business issues
• Serve as the primary point of contact for partner inquiries, escalations, and strategic discussions, fostering strong relationships built on trust and collaboration
• Champion the partners’ voice internally advocating for their needs and leverage their feedback to drive continuous improvement to the product, services, and partner program

Channel Account Director – West Region

Outside Sales

• Conducting outbound cold calls and email outreach to restaurants and small businesses across the U.S.
• Introducing prospective partners to TLC’s loyalty, rewards, and customer engagement programs
• Generating and qualifying leads through outbound prospecting and research
• Building relationships with business owners and decision-makers
• Managing pipeline activity and follow-up within CRM platforms
• Meeting outreach, lead generation, and partnership targets
• Collaborating with internal teams to support onboarding and partner success

Field Sales Agent

Sales

• Meet with a variety of healthcare professionals to excite and educate them about Vivo's comprehensive services and benefits offered to patients.
• Prospect for new business opportunities while nurturing existing relationships.
• Stay curious and informed of market changes.
• Collaborate with local clinical, sales, and patient care navigator teams regarding intel on any market changes observed.
• Partner with the local pharmaceutical sales representatives to develop strategies.
• Apply consultative selling to successfully address any concerns of providers or their patients.
• Provide an educated assessment of each Providers infusion needs and promote Vivos full line of patient-centered services and proven processes.

Regional Infusion Sales Specialist

• Meet with a variety of healthcare professionals to excite and educate them about Vivo's comprehensive services and benefits offered to patients.
• Prospect for new business opportunities while nurturing existing relationships.
• Stay curious and informed of market changes.
• Collaborate with local clinical, sales, and patient care navigator teams regarding intel on any market changes observed.
• Partner with the local pharmaceutical sales representatives to develop strategies.
• Apply consultative selling to successfully address any concerns of providers or their patients.
• Provide an educated assessment of each Providers infusion needs and promote Vivos full line of patient-centered services and proven processes.
• Work with provided Pharma Rep contact sheets to drive relationships within the territory.
• Utilize company CRM (Trella Health) to log daily calls and maintain notes on the region.
• Approach sales opportunities with a dedication to improving patient outcomes and care.
• Maintain Vivo's outstanding reputation by representing the company exemplifying our outlined guiding principles, mission, and values.

• Meet with a variety of healthcare professionals to excite and educate them about Vivo's comprehensive services and benefits offered to patients.
• Prospect for new business opportunities while nurturing existing relationships.
• Stay curious and informed of market changes.
• Collaborate with local clinical, sales, and patient care navigator teams regarding intel on any market changes observed.
• Partner with the local pharmaceutical sales representatives to develop strategies.
• Apply consultative selling to successfully address any concerns of providers or their patients.
• Provide an educated assessment of each Providers infusion needs and promote Vivos full line of patient-centered services and proven processes. This includes speaking to things such as our clinics' thoughtful intake process, benefits verification, clinical excellence, patient services, provider support, and cost-effective care.
• Work with provided Pharma Rep contact sheets to drive relationships within the territory.
• Utilize company CRM (Trella Health) to log daily calls and maintain notes on the region.
• Approach sales opportunities with a dedication to improving patient outcomes and care.
• Work with Patient Care Navigator, Clinical, Sales, and Marketing team members within Vivo with mutual respect and professionalism.
• Maintain Vivo's outstanding reputation by representing the company exemplifying our outlined guiding principles, mission, and values.

• Meet with a variety of healthcare professionals to excite and educate them about Vivo's comprehensive services and benefits offered to patients.
• Prospect for new business opportunities while nurturing existing relationships.
• Stay curious and informed of market changes.
• Collaborate with local clinical, sales, and patient care navigator teams regarding intel on any market changes observed.
• Partner with the local pharmaceutical sales representatives to develop strategies.
• Provide an educated assessment of each Providers infusion needs and promote Vivos full line of patient-centered services and proven processes.
• Maintain Vivo's outstanding reputation by representing the company exemplifying our outlined guiding principles, mission, and values.

• Proactively identify and target potential clients for ITAD services, including companies with large IT infrastructures, government agencies, data centers, and technology firms.
• Build and maintain strong relationships with clients, ensuring exceptional customer service and satisfaction throughout the IT asset disposition process.
• Understand clients’ IT asset lifecycle and offer solutions tailored to their specific needs, including data security, environmental compliance, and value recovery from retired IT assets.
• Promote the full range of DMD’s ITAD services, including secure data destruction, equipment remarketing, logistics management, and e-waste recycling.
• Create and present customized proposals, RFP responses, and contracts to potential clients, aligning DMD’s services with their operational and compliance requirements.
• Stay informed about industry trends, competitors, and market conditions to develop strategies for expanding the client base and increasing market share.
• Work closely with DMD’s operations, logistics, and technical teams to ensure smooth service delivery and meet client expectations.
• Meet or exceed individual and team sales quotas and revenue goals, providing regular sales forecasting and reporting to leadership.
• Maintain and update sales and customer records.
• Bring new ideas how to do things better at this growing company.

Sales Representative

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Sales Team Lead

• Meet with clients to understand their storage needs and preferences
• Design custom closets and spaces using our software
• Provide estimates and proposals for custom closet systems
• Collaborate with the installation team to ensure accurate and efficient installation
• Provide exceptional customer service and communication throughout the design and installation process
• Maintain a safe and organized work environment
• Follow company policies and procedures related to design and customer service

Sales & Design Consultant

• Attending in Person Builder Meetings to support Sales Teams
• Estimate File Entry & Maintenance of Sales Quotes
• Customer Training with Sales Systems as needed
• Supports District Sales Managers by preparing estimates and facilitating communications between Estimators and Builders
• Works with Regional Sales Manager to plan events and prepare reports to support sales growth in the region
• Demonstrates a complete understanding of key customer’s business and the critical measures that drive each account
• Works effectively and collaboratively with all Cornerstone Building Brands internal departments to ensure customer experience is optimized and efficient

Regional Sales Representative

• Generate new and repeat sales by providing product information in a timely manner
• Utilize ERP System to accurately process and manage customer transactions such as orders, quotes or returns, samples: as well as opportunity tracking, design registrations and ship & debits
• Work with the Field Sales and Product Management teams on the following: Determine customer requirements and expectations in order to recommend specific products and solutions
• Recommend alternate products based on cost, availability or specifications
• Provide accurate information regarding availability of in-stock items
• Obtain accurate information from vendors relating to shipment dates and expected date of delivery
• Proactively recommend items needed by customers to increase customer satisfaction and improve transaction profitability
• Increase sales and average order size by means of cross-selling, up-selling, and add-on sales
• Perform other duties as assigned

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