Account Executive

CoAd is hiring an Account Executive to join our Client Relations team partnering with clients across central Florida. The Account Executive is responsible for delivering high-touch account management services to a portfolio of clients. The Account Executive, through proactive business consultation will ensure high client satisfaction and high client retention.

• Serves as the lead point of contact for all client account management matters
• Develops trusted advisor relationships with assigned account contacts including client stakeholders and executive sponsors
• Ensures timely and successful delivery of CoAd solutions according to client needs and objectives
• Clearly communicates the progress of initiatives to internal and external stakeholders
• Collaborates with various internal departments to ensure client requests are fulfilled timely
• Assists with challenging client requests or issue escalations as needed
• Provide clients with general HR support through use of internal tools and consulting with fellow AE team members
• Documents activities, cases, and other information in company technology in a timely manner as per company guidelines
• Displays excellent attention to detail when working on assignments, tasks or projects with internal and external customers
• Develops a deep understanding of CoAd’s business goals in order to build a strong consultative relationship with assigned client groups
• Demonstrates excellent customer service and thorough knowledge of all CoAd products and services to rescue and retain clients
• Manages annual open enrollment process for assigned group of clients
• Negotiates service fees, in conjunction with finance, to retain clients
• Assists sales team on calls when necessary to discuss account management routines, HR capabilities, implementation, general operational items, benefits, and general service.
• Identify upselling and cross-selling opportunities to expand available CoAd services
• Maintain team utilized intra-departmental resource sites
• Mentor and train new and existing team members on internal process/system/departmental functions
• Performs other duties as assigned

• 4+ years account management experience either in consulting or corporate environment and/or in a relationship building role
• Demonstrate the ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level
• Strong business acumen with the ability to think strategically and to understand a client’s underlying business and organizational issues
• Strong service orientation with the ability to have difficult client conversations
• Ability to prioritize and complete tasks
• Must have a high sense of urgency with internal and external clients
• Must have strong employee relation experience
• Must have excellent organizational skills with a focus on time management
• Must have strong experience in presentations and training
• Excellent oral/written communication and listening skills
• Must be able to deal with ambiguity, operate at a fast pace and cope with change
• Strategic mindset with the ability and willingness to be hands-on
• Experience in a client service environment, handling multiple external clients
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) required

Experience leveraging AI-powered tools to accelerate work, with sound judgment about when and how to apply them.

• Preferred Professional Employer Organization (PEO), HCM or related experience
• Preferred experience in Human Resources (HR), specifically benefit plans and open enrollment
• General knowledge of PEO and common applications is preferred
• Bi-lingual (English/Spanish) a plus (reading, writing and speaking)

• Health Insurance
• Vision Insurance
• 401(k)…