Account Executive - Central Florida

Scalis LLC; Bradenton (FL); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

401(k) Matching

Paid Time Off (PTO)

Paid Holidays

Life Insurance

Short-term Disability

Remote Work

Job summary

CoAd is hiring an Account Executive to join our Client Relations team, partnering with clients across central Florida. You will deliver high-touch account management, build trusted advisor relationships with client stakeholders, and ensure the successful delivery of CoAd solutions aligned with client needs and objectives.

You will collaborate with internal departments, support HR-related needs, and contribute to a strong consultative relationship with assigned client groups while driving client

Qualifications

• 4+ years account management experience in a consulting or corporate environment.
• Ability to communicate, present and influence key stakeholders at all levels, including executive and C-level.
• Strong business acumen with the ability to think strategically and understand client needs and organizational issues.
• Strong service orientation with the ability to handle difficult client conversations.
• High sense of urgency with internal and external clients.
• Excellent organizational skills and time management.
• Experience in presentations and training.
• Excellent oral/written communication and listening skills.
• Ability to deal with ambiguity and fast-paced change.
• Strategic mindset with hands-on approach.
• Experience in client service environments with multiple external clients.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).

Responsibilities

• Serves as the lead point of contact for all client account management matters.
• Develops trusted advisor relationships with assigned account contacts including client stakeholders and executive sponsors.
• Ensures timely and successful delivery of CoAd solutions according to client needs and objectives.
• Communicates progress of initiatives to stakeholders.
• Collaborates with internal departments to fulfill client requests.
• Assists with challenging client requests or issue escalations as needed.
• Provides clients with general HR support using internal tools and consulting with the AE team.
• Documents activities, cases, and information in company systems.
• Maintains attention to detail on assignments for internal and external customers.
• Develops understanding of CoAd’s business goals to build consultative relationships.
• Shows excellent customer service and knowledge of CoAd products to retain clients.
• Manages annual open enrollment process for assigned clients.
• Negotiates service fees with finance to retain clients.
• Supports sales on calls about account management, HR capabilities, implementation, benefits, and service.
• Identifies upselling/cross-selling opportunities.
• Maintains intra-departmental resource sites.
• Mentors and trains new and existing team members on processes.
• Performs other duties as assigned.

Skills

Account management

Communication

Influence stakeholders

Strategic thinking

Business acumen

Customer service

Time management

Presentation skills

Training/mentoring

MS Office

Ambiguity tolerance

Relationship management

Tools

Microsoft Office

Job description

CoAd is hiring an Account Executive to join our Client Relations team partnering with clients across central Florida. The Account Executive is responsible for delivering high-touch account management services to a portfolio of clients. The Account Executive, through proactive business consultation will ensure high client satisfaction and high client retention.

Key Responsibilities

• Serves as the lead point of contact for all client account management matters
• Develops trusted advisor relationships with assigned account contacts including client stakeholders and executive sponsors
• Ensures timely and successful delivery of CoAd solutions according to client needs and objectives
• Clearly communicates the progress of initiatives to internal and external stakeholders
• Collaborates with various internal departments to ensure client requests are fulfilled timely
• Assists with challenging client requests or issue escalations as needed
• Provide clients with general HR support through use of internal tools and consulting with fellow AE team members
• Documents activities, cases, and other information in company technology in a timely manner as per company guidelines
• Displays excellent attention to detail when working on assignments, tasks or projects with internal and external customers
• Develops a deep understanding of CoAd’s business goals in order to build a strong consultative relationship with assigned client groups
• Demonstrates excellent customer service and thorough knowledge of all CoAd products and services to rescue and retain clients
• Manages annual open enrollment process for assigned group of clients
• Negotiates service fees, in conjunction with finance, to retain clients
• Assists sales team on calls when necessary to discuss account management routines, HR capabilities, implementation, general operational items, benefits, and general service.
• Identify upselling and cross-selling opportunities to expand available CoAd services
• Maintain team utilized intra-departmental resource sites
• Mentor and train new and existing team members on internal process/system/departmental functions
• Performs other duties as assigned

Required Skills and Experience

• 4+ years account management experience either in consulting or corporate environment and/or in a relationship building role
• Demonstrate the ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level
• Strong business acumen with the ability to think strategically and to understand a client’s underlying business and organizational issues
• Strong service orientation with the ability to have difficult client conversations
• Ability to prioritize and complete tasks
• Must have a high sense of urgency with internal and external clients
• Must have strong employee relation experience
• Must have excellent organizational skills with a focus on time management
• Must have strong experience in presentations and training
• Excellent oral/written communication and listening skills
• Must be able to deal with ambiguity, operate at a fast pace and cope with change
• Strategic mindset with the ability and willingness to be hands-on
• Experience in a client service environment, handling multiple external clients
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) required

Experience leveraging AI-powered tools to accelerate work, with sound judgment about when and how to apply them.

Preferred Experience

• Preferred Professional Employer Organization (PEO), HCM or related experience
• Preferred experience in Human Resources (HR), specifically benefit plans and open enrollment
• General knowledge of PEO and common applications is preferred
• Bi-lingual (English/Spanish) a plus (reading, writing and speaking)

• Health Insurance
• Vision Insurance
• 401(k) Matching
• Paid Time Off (PTO)
• Paid Holidays
• Life Insurance
• Short-term Disability
• Remote Work

About CoAd

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

EEO

CoAd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.