Account Executive, Technology

Position Overview

The Account Executive, CBIZ Technology plays a critical role within CBIZ Technology. The ideal candidate must have immediate C-level and IT decision‑making connections and a minimum of 5+ years of proven sales experience in technology solutions and services. This role is focused on driving growth by developing new client relationships and executing effective sales strategies for advanced technology solutions.

Key Responsibilities

• New Business Development: Act as a "hunter" responsible for onboarding new clients.
• Product and Service Representation: Develop a deep and comprehensive understanding of the company's products and services while identifying client needs.
• Sales Quotas: Meet weekly, monthly, and annual targets through the effective implementation of sales and marketing strategies.
• Lead Generation: Generate leads and build relationships by planning and organizing daily work schedules.
• Action Plan: Develop and implement strategies based on comprehensive data analysis and field interactions.
• Maintain relationships with existing clients to ensure exceptional service and identify new sales opportunities.
• Identify prospects, set appointments, qualify leads, and manage the full sales cycle to close new business.
• Coordinate product demos, manage objection handling, and relay key information during executive-level presentations.
• Achieve sales goals by assessing current client needs and following a defined selling process including product demos and presentations.

Required Qualifications

• Bachelor’s degree in business administration, accounting, or a related field.
• Proven sales ability with a minimum of three years of direct sales experience.
• Strong industry knowledge complemented by excellent verbal, written, and presentation skills.
• Strong time management and multitasking abilities.

Preferred Qualifications

• Experience in selling Cybersecurity and/or Managed IT Solutions (MSP/MSSP).
• Proficiency with sales management software and CRM systems, preferably ConnectWise and/or Salesforce.
• Proficiency with Microsoft Office applications.
• Ability to build trust with customers by presenting offerings with confidence and integrity.
• Willingness to travel and attend off‑hours events locally and nationally.
• Proven success at exceeding quotas and a keen sense of professionalism paired with persuasive skills.
• Experience with RPA/Intelligent Automation, AI, Data Analytics, Cloud & Infrastructure, or ERP implementations.