Apply on Employer Site

INTEGRIS Health · 1 week ago

Account Executive - Credit Unions

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

Integris is a leader in future-ready managed services, dedicated to empowering clients through strategic technology solutions. The Account Executive is responsible for driving new business by managing the full sales cycle, from lead generation to closing deals, while working closely with various teams to deliver tailored solutions that meet client needs.

Health CareHealth DiagnosticsHospitalPersonal Health

Responsibilities

Develop and maintain a robust pipeline of qualified opportunities through outbound prospecting, referral generation, networking, and lead follow-up

Conduct discovery calls and meetings to understand business challenges, technical requirements, and stakeholder priorities

Qualify prospects based on budget, authority, need, and timing or similar frameworks

Develop and present proposals, including ROI models and solution overviews, that align with customer objectives and Integris service offerings

Partner with CX and internal teams to scope and price tailored technology solutions

Own the sales process from initial contact through close, with consistent follow-up and clear next steps throughout the cycle

Accurately track all prospecting, opportunity, and sales activity in ConnectWise or other CRM platforms

Meet or exceed monthly and annual sales quotas and KPIs related to pipeline growth, conversion rates, and client acquisition

Participate in team meetings, training sessions, and sales reviews to continuously improve sales effectiveness and stay current on product knowledge

Maintain professional expertise by studying industry trends, customer needs, and competitive positioning

Coordinate and attend financial industry events to market services to prospective customers

Qualification

B2B salesMSP experienceSaaS experienceCRM proficiencyProposal developmentNetworking skillsCommunication skillsTeam collaboration

Required

Bachelor's degree in Business, Marketing, Communications, or related field

2+ years of experience in B2B sales, preferably in the MSP, SaaS, or IT services sector

Benefits

Medical, Dental, and Vision Insurance

401K Retirement Plan

Minimum 4 Weeks of Paid Time Off (PTO)

Birthday PTO

Paid Holidays

Paid Time Off for Volunteering

Short-Term and Long-Term Disability Insurance

Life Insurance

Supplemental Insurance

Employee Assistance Program

Company

INTEGRIS Health

Glassdoor3.4

INTEGRIS Health is the state’s largest Oklahoma-owned health system and one of the state’s largest private employers, with hospitals, rehabilitation centers, physician clinics, mental health facilities, fitness centers, independent living centers, home health agencies and urgent cares throughout much of the state.

Founded in 1983

Oklahoma City, Oklahoma, USA

10001+ employees