Account Executive
Posted 3hrs ago
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Job Description
Account Executive driving new business and client growth for Path Forward IT, a healthcare managed services provider. Managing sales cycles, renewals, upsells, and client relationships.
Responsibilities:
- Drive revenue growth through new business development and strategic expansion of existing client relationships
- Manage the full sales cycle from initial prospecting to contract close
- Identify opportunities to deepen partnerships and deliver long-term client success
- Lead prospecting, discovery, proposal development, negotiation, and contract closure
- Build and maintain a strong pipeline of qualified opportunities
- Act as a trusted advisor to existing clients
- Identify and pursue upsell and cross-sell opportunities
- Ensure customer satisfaction and retention
- Assess customer health and proactively identify potential risks
- Collaborate with internal teams to resolve issues and protect revenue
- Develop relationships with key stakeholders and decision-makers
- Work with service delivery, support, and technical teams to propose tailored solutions
- Maintain accurate customer interaction, opportunity, and pipeline records in ConnectWise
- Meet or exceed quarterly and annual sales targets
- Maintain consistent client engagement through check-ins, meetings, and on-site visits
- Generate a minimum of six new opportunities per week
- Conduct at least six customer appointments weekly, including two in-person and four virtual meetings via Microsoft Teams
- Maintain monthly engagement with managed service customers
- Travel as needed to support relationship building and sales efforts
Requirements:
- Proven success in closing sales across new and existing accounts
- Strong relationship management skills in complex customer environments
- Ability to assess and manage customer risk
- Excellent communication, organizational, and time management skills
- Microsoft Office 365 Suite proficiency
- ConnectWise or similar CRM platforms proficiency
- Ability to travel as needed for client meetings and sales activities
- Ability to use hands for handling equipment and perform standard office tasks
- Ability to communicate effectively and interpret written documents
- Ability to occasionally lift up to 25 pounds (reasonable accommodations available)
- Adherence to company compliance policies and standards of conduct
- Commitment to company values and professional integrity in all interactions
- Responsibility to report any suspected violations of law or company policy
- Participation in ongoing training on emerging technologies and services
- Maintain consistent and reliable attendance
- Experience in recurring service contracts and the K-12 Education (ERATE) space is highly valued
Benefits:
- 9 paid holidays
- 401K Retirement with matching contributions
- Excellent medical, vision and dental insurance
- Life insurance and disability insurance
- Cell phone stipend
- 3 weeks PTO
- Training & Certifications
- Career Growth Opportunities
- Collaborative Work Environment
- Entrepreneurial Culture
- Variety of Projects
- Access to a community of hundreds of peers and experts across the country
- Professional development and career advancement opportunities














