Associate Account Executive

We are seeking a dynamic and talented individual to join our team as an Associate Account Executive. The successful candidate will have a passion for creating a smarter, cleaner, and more connected future, and will be responsible for managing a select group of brokers to achieve sales goals.

Requirements

• Execute specific sales strategies and meet or exceed sales goals aligned with company objectives.
• Create a positive broker experience by responding accurately and promptly to requests.
• Develop and monitor broker business plans.
• Engage with broker ownership and expand contacts within existing relationships.
• Communicate clearly with peers and across support departments.
• Follow structured processes for sales initiatives diligently.
• Develop broker meeting agendas, execute, and follow up.
• Coordinate and contribute to broker events and training sessions.
• Utilize CRM (SFDC) to track prospecting, tasks, events, and future activities.
• Independently create ideas and strategies to grow broker business.
• Perform customer research and outreach as requested by Sales Leaders.
• Collaborate across functions including Marketing, Sales Operations, Credit, and Product Development.
• Ensure timely and accurate completion of deal processing.
• Communicate with your manager about business challenges and expectations.

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Employee Assistance Program