Account Executive

Blue Alliance

. Drive revenue growth through new business development and strategic expansion of existing client relationships .

Posted 10/31/2026full-timeRemote • Ohio • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in driving revenue growth through new business development and strategic client relationship management, with a strong focus on upselling and cross-selling opportunities. Proficient in managing the full sales cycle and maintaining customer satisfaction while leveraging CRM tools for effective pipeline management.

Highest-signal resume keywords

Sales Cycle ManagementRelationship ManagementCustomer Risk AssessmentMicrosoft Office 365 Suite ProficiencyConnectWise CRM Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ClosingProspectingProposal DevelopmentNegotiationContract ClosurePipeline ManagementCustomer EngagementOpportunity GenerationCustomer SatisfactionRisk Management

Soft Skills

Communication SkillsOrganizational SkillsTime ManagementInterpersonal SkillsProblem-Solving

Tools & Technologies

ConnectWiseMicrosoft TeamsCRM PlatformsMicrosoft Office 365 Suite

Industry Keywords

Recurring Service ContractsK-12 EducationERATEClient Relationship ManagementCustomer Retention

About the role

Key responsibilities & impact

Drive revenue growth through new business development and strategic expansion of existing client relationships
Manage the full sales cycle from initial prospecting to contract close
Identify opportunities to deepen partnerships and deliver long-term client success
Lead prospecting, discovery, proposal development, negotiation, and contract closure
Build and maintain a strong pipeline of qualified opportunities
Act as a trusted advisor to existing clients
Identify and pursue upsell and cross-sell opportunities
Ensure customer satisfaction and retention
Assess customer health and proactively identify potential risks
Collaborate with internal teams to resolve issues and protect revenue
Develop relationships with key stakeholders and decision-makers
Work with service delivery, support, and technical teams to propose tailored solutions
Maintain accurate customer interaction, opportunity, and pipeline records in ConnectWise
Meet or exceed quarterly and annual sales targets
Maintain consistent client engagement through check-ins, meetings, and on-site visits
Generate a minimum of six new opportunities per week
Conduct at least six customer appointments weekly, including two in-person and four virtual meetings via Microsoft Teams
Maintain monthly engagement with managed service customers
Travel as needed to support relationship building and sales efforts

Requirements

What you’ll need

Proven success in closing sales across new and existing accounts
Strong relationship management skills in complex customer environments
Ability to assess and manage customer risk
Excellent communication, organizational, and time management skills
Microsoft Office 365 Suite proficiency
ConnectWise or similar CRM platforms proficiency
Ability to travel as needed for client meetings and sales activities
Ability to use hands for handling equipment and perform standard office tasks
Ability to communicate effectively and interpret written documents
Ability to occasionally lift up to 25 pounds (reasonable accommodations available)
Adherence to company compliance policies and standards of conduct
Commitment to company values and professional integrity in all interactions
Responsibility to report any suspected violations of law or company policy
Participation in ongoing training on emerging technologies and services
Maintain consistent and reliable attendance
Experience in recurring service contracts and the K-12 Education (ERATE) space is highly valued

Benefits

Comp & perks

9 paid holidays
401K Retirement with matching contributions
Excellent medical, vision and dental insurance
Life insurance and disability insurance
Cell phone stipend
3 weeks PTO
Training & Certifications
Career Growth Opportunities
Collaborative Work Environment
Entrepreneurial Culture
Variety of Projects
Access to a community of hundreds of peers and experts across the country
Professional development and career advancement opportunities