Sales & Solutions Associate jobs in United States
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Clark Schaefer Hackett ยท 1 day ago

Sales & Solutions Associate

positionCincinnati, OH
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
date1+ years exp

Clark Schaefer Hackett is seeking a Sales & Solutions Associate to join 4myBenefits, a leading provider of benefits administration and enrollment software. The role involves initiating and managing relationships with clients and broker consultants, serving as the primary point of contact throughout the sales process.

AccountingConsultingFinance
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Growth Opportunities

Responsibilities

Contact and pursue key broker relationships to generate leads for both Employee Navigator and PlanSource, bSwift ben admin systems, ACA Filings, and Managed Services
A confident and persuasive communicator with the ability to guide sales conversations and effectively influence others to support a product or idea
Network and collaborate effectively with partners and proactively engage both internal and external contacts to cultivate strong professional relationships
Use social media hubs like LinkedIn to source potential leads
Recognized as a subject matter expert, serving as a key resource for both internal and external partners seeking product knowledge and guidance
Understand all 4myBenefits products, their features, and differentiators, and clearly communicate this knowledge to customers
Capability to efficiently address and resolve customer inquiries and complaints is essential
Enter new broker and prospect contact data in Salesforce
Prepare proposals and coordinate demo scheduling
Lead demos, consult, and deliver sales solutions to clients
Follow up on emails regarding proposals and other information that would be pertinent to a potential sale
Must be able to analyze territory, market potential, and prioritize call patterns accordingly
Collaborate with the Sales Coordinator to ensure every potential new sale has a drafted contract
Update Salesforce with proposal statuses, address changes, and terminated broker contacts, including BORs
Serve as the main contact and content developer for new Renewal Projects
Discover and pursue opportunities to upsell existing clients

Qualification

Sales solutionsClient relationship managementInsurance knowledgeSalesforce proficiencyProject managementMicrosoft OfficeCommunicationOrganizational skillsNegotiation skills

Required

Bachelor's degree in business administration, marketing, or related field; required
1-4 years of professional experience; required
Ability to consistently negotiate prices and transaction terms between 4myBenefits and its clients; required
Ability to travel and stay overnight as needed
Excellent communication and organizational skills
Strong project management skills with the ability to prioritize and manage workload
Proficiency in Microsoft Word, Excel, and PowerPoint

Preferred

Insurance or healthcare industry knowledge; preferred

Company

Clark Schaefer Hackett

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Founded in 1938, Clark Schaefer Hackett is one of the 60 largest CPA and advisory firms in the U.S.
dateFounded in 1938
location
Dayton, Ohio, USA
people-size501-1000 employees
web-link
http://www.cshco.com/

Funding

Current Stage
Late Stage

Leadership Team

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Sarah M.
Chief Financial Officer
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Carl Allison Jr. SPHR, MOB
Chief Human Resources Officer
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Recent News

Ohio CPA Firms Merge to Grow Affordable Housing Practice
2024-03-07
The Business Journals
Clark Schaefer Hackett relocates Blue Ash office to accommodate HR unit's growth - Cincinnati Business Courier
2024-02-16
Accounting Today
On the move: Nathan Wechsler names next managing director
2023-12-23
Company data provided by crunchbase