Inside Client Executive

Physician Life Care Planning; United States; On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Comprehensive medical plans

Dental insurance

Vision insurance

401(k) plan

Unlimited paid time off

Paid holidays

Wellness programs

Career path planning

Job summary

Join a forward-thinking company as a Talent Acquisition Specialist, where you'll play a pivotal role in managing client accounts and driving sales growth. This dynamic position involves engaging with clients through calls, emails, and virtual meetings, ensuring their needs are met while identifying opportunities for upselling. You'll utilize CRM tools like SalesForce to track interactions and collaborate with internal teams to support the company's sales objectives. Enjoy a supportive work environment that prioritizes your professional development and offers comprehensive benefits, including medical, dental, and wellness programs.

Qualifications

• Excellent communication skills for effective client interactions.
• Proficiency in SalesForce to manage sales pipeline and client relationships.
• Ability to analyze client needs and provide solutions.

Responsibilities

• Source new sales opportunities through inbound and outbound efforts.
• Manage and nurture existing client accounts and identify upselling opportunities.
• Work closely with internal teams to ensure a seamless client experience.

Skills

Verbal and written communication

Negotiation skills

Interpersonal skills

SalesForce proficiency

Analytical skills

Organizational skills

Client relationship management

Flexibility in strategies

Sales target achievement

Education

Bachelor’s Degree in a related field

1-5 years of professional experience in Inside Sales

Tools

SalesForce

MS Office

Job description

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Talent Acquisition Specialist | Recruiting Strategy Expert

The Inside Client Executive is responsible for managing and growing client accounts through proactive inside sales efforts. This role focuses on building strong relationships with clients, understanding their business needs, and engaging in opportunities that drive revenue growth. The Inside Sales Client Executive actively engages with clients through calls, emails, and virtual meetings to identify and close opportunities. This position works closely with internal teams such as field executives, case management, and operations to ensure a seamless and positive client experience.

To be considered, candidates must be ready to consistently use CRM tools to track client interactions, maintain accurate data, and monitor key metrics. The primary purpose of this role is to establish a presence and manage accounts in territories where field executives are not active, support new market development, assist in launching new products in different markets, and support the company’s overall sales goals by providing outstanding service and support.

Essential Job Functions

1. Source new sales opportunities through inbound lead follow-up and outbound cold calls and emails.
2. Engage with clients via phone, email, and virtual meetings to introduce products or services, understand their needs, and build strong relationships.
3. Manage and nurture existing client accounts, ensuring their needs are met and identifying upselling opportunities or expansion possibilities.
4. Achieve weekly, monthly, and quarterly activity KPIs, including pipeline development.
5. Drive sales by following the established sales process and achieving growth targets.
6. Utilize Salesforce effectively to manage sales pipeline, client relationships, and oversee your portfolio of accounts.
7. Generate sales opportunities by researching and assessing potential accounts, identifying key business drivers, building rapport, and providing technical information like CVs, sample reports, and retention agreements.
8. Work closely with Field Executives, Case Management, and Operations to move prospects through the sales process.
9. Stay informed about industry trends, market changes, and competitor offerings to provide relevant solutions to clients.
10. Remain up to date on the company's products or services to deliver accurate information and address technical inquiries from clients.
11. Other duties as assigned.

Requisite Qualifications

• Excellent professional verbal and written communication skills for effective client interactions and presentations.
• Ability to negotiate terms and close sales effectively while maintaining positive client relationships.
• Strong interpersonal skills to establish rapport and trust with clients.
• Effective prioritization and organizational skills to manage multiple accounts and tasks efficiently.
• Proficiency in SalesForce and other sales tools to track leads and manage customer data.
• Ability to analyze client needs and provide appropriate solutions promptly.
• Flexibility to adjust strategies based on client feedback and market changes.
• Strong drive to meet or exceed sales targets and contribute to overall company goals.
• Ability to work collaboratively with cross-functional teams to achieve sales objectives and enhance customer experiences.
• Focus on understanding and addressing client needs to ensure satisfaction and loyalty.
• Willingness to travel for training and up to once per quarter.

Education and Experience

• Bachelor’s Degree in a related field OR;
• 1-5 years of professional experience in Inside Sales, Business Development, or a related sales role.
• Previous experience in the legal and/or healthcare industry is highly preferred.
• Proficient with MS Office, SalesForce (or similar CRM software), and able to learn the company’s workflow information management system (WIMS).

Measurement of Success

• Sales revenue and growth
• Call metrics
• Client satisfaction
• Size of book of business

Work Schedule

5-day/40-hour work week: Mon - Fri 8:00am - 5:00pm CST. Subject to change based on assigned territory.

Overtime may be required based on business needs.

At Physician Life Care Planning, our employees enjoy benefits supporting physical, financial, and emotional wellness, including comprehensive medical, dental, and vision plans, 401(k), life insurance, unlimited paid time off with paid holidays, and wellness programs. Our career path planning supports employees’ professional goals.

The work environment is a professional office setting. Reasonable accommodations may be made for individuals with disabilities.

Our Core Values include Commitment to Excellence, Superlative Expertise, Integrity, Ownership, Professionalism, Problem-Solving, and Customer Centricity.

Physician Life Care Planning is an equal opportunity employer.

Confidentiality

Inside Client Executives must adhere to Federal HIPAA Regulations and are willing to sign a Confidentiality Agreement.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Industries: Hospitals and Health Care

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Inferred from the description for this job

Medical insurance, Vision insurance, 401(k), Paid maternity leave, Paid paternity leave.

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