Account Executive, Small Business & Client Implementation

As an Account Executive, SMB Growth & Client Implementation, you will own the full lifecycle of small business clients — from sourcing and converting new SMB accounts through successful onboarding, implementation, and early growth.

This role is performance-driven and evaluated based on both individual contribution and the overall performance of the assigned regional team. Success requires strong collaboration, shared accountability, and alignment with regional goals for revenue, conversion, onboarding quality, and client activation.

Your primary focus will be to identify, prospect, and close small business clients, then ensure those clients are effectively onboarded to the Working Advantage savings marketplace and activated for long-term success. You will act as the main point of contact during the early client lifecycle, building meaningful relationships that drive engagement, adoption, and subscriber growth.

Performance is measured based on a combination of individual results and overall regional team performance, including SMB conversion, onboarding success, activation rates, and client engagement. Actively collaborate with regional peers to share best practices, support pipeline health, and drive collective outcomes. Maintain strong alignment with regional goals, initiatives, and leadership priorities. Demonstrate ownership not only of personal accounts, but of the success and growth of the broader regional book of business.

Contribute to regional sales targets by supporting shared pipeline initiatives and cross-collaboration with regional teammates. Balance personal conversion goals with regional performance objectives to ensure consistent SMB growth.

Partner with regional team members to ensure consistent onboarding standards, quality, and client experience across the region. Share implementation insights and client feedback to improve regional onboarding performance and activation outcomes.

Support regional retention and expansion goals by identifying trends, risks, and opportunities across the regional SMB client base. Participate in regional planning sessions, strategy discussions, and performance reviews.