Client Sales Executive

We’re looking for a dynamic and results-oriented Sales Executive to support the growth of our clients by helping them identify, develop, and advance sales opportunities within their customer base and expand into the broader market, including broker channel. This role is ideal for someone with a consultative sales approach, strong relationship management skills, and the ability to guide partners through go-to-market planning, sales enablement, and opportunity development. You’ll bring deep industry insight, a strategic mindset, and a collaborative approach to helping clients grow their programs.

Key Responsibilities

· Partner with clients to develop and execute go-to-market strategies that grow consumer-directed healthcare and employer benefit programs across commercial, business, retail, employer, broker, and consultant channels.

· Establish and support sales processes, referral strategies, pipeline management practices, and opportunity tracking to drive measurable business growth.

· Lead opportunities through the full sales lifecycle, including discovery, solution presentations, product demonstrations, proposal discussions, negotiations, closing, implementation coordination, and go-live support.

· Serve as a subject matter expert for HSA, FSA, HRA, COBRA, commuter benefits, and related benefit administration solutions.

· Provide competitive market intelligence and stay current on industry trends, regulatory changes, competitive dynamics, and emerging technologies to deliver value messaging and strategic positioning recommendations that help partners differentiate their offerings and strengthen growth strategies.

· Collaborate on the development of sales enablement resources, including presentations, playbooks, opportunity guides, employer roadmaps, broker resources, training materials, one-page summaries, and talking points.

· Coordinate with implementation, product, operations, marketing, and client stakeholders to support successful onboarding and program launches.

• Bachelor's degree in business, finance, technology, or related field (preferred).
• Minimum of 5+ years of experience in sales, preferably with employer benefit programs.
• Strong understanding of benefit account administration, employer benefit account programs and open enrollment processes and communications.
• Experience developing sales strategies, sales enablement programs, client training initiatives, and go-to-market plans preferred.
• Self-motivated with the ability to thrive in a fast-paced, target-driven environment.
• Excellent communication, presentation, and negotiation skills.
• Proficiency in CRM software and Microsoft Office Suite.
• Willingness to travel as required.

Why Join Us?

• Competitive salary + commission structure.
• Exciting career growth opportunities in a rapidly evolving industry.
• Innovative, forward-thinking work culture.