We are currently recruiting for a Senior Account Executive to join our office in Rockville, MD. This is an office-based role with some work from home flexibility.  Strong base + incentive compensation.

This role will require an individual who will proactively engage and convert business leads. They will conduct quality customer conversations to assess the client needs for tax services and claims administration.


The successful Senior Account Executive will need to possess excellent communication and customer service skills as well as strong financial acumen to proactively engage and drive new business opportunities.

Responsibilities

Respond to inbound client queries via telephone/email and also using Zoom/Teams.
Provide proactive outbound advice to potential clients.
Produce marketing material with external partners and other service providers.
Ensure that all databases and systems are accurate and complete.
Collaborate with the team in a positive manner.

Requirements:
Proven track record selling B2B (Business to Business)
Ability to communicate with C-Level executives with medium-large companies
Basic understanding of business tax, unemployment claims or tax credits
Experience with financial services, banking or healthcare