Businessolver

Account Executive

• Demonstrate Businessolver's proprietary SaaS platform
• Engage brokers and advisors to build relationships with organizations of 12,000 employee lives and above
• Execute a consultative sales strategy
• Build a pipeline to exceed expectations
• Develop close working relationships with sales support staff and the marketing team
• Track sales activities precisely and in detail
• Prepare action plans and schedules to identify targets and generate contact projections
• Follow up on new leads and referrals from field activity
• Prepare activity, closing, follow-up, and goal-adherence status reports
• Identify and travel to marketing events, seminars, trade shows, and telemarketing events
• Manage the full life cycle of sales opportunities from lead sourcing through closing
• Work with Broker and Advisor channels and the implementation team to guide deals through close

Senior Sales Consultant – Enterprise

Financial Planning and Analysis

• Develop and maintain dashboards, scorecards, and recurring reports providing visibility into go-to-market performance
• Analyze pipeline, bookings, revenue, marketing engagement, and sales productivity trends
• Compile and validate data from Salesforce, BI tools, financial systems, and other business platforms
• Deliver insights on performance drivers and business opportunities
• Support measurement and reporting for Account-Based Marketing initiatives
• Analyze account engagement, buying-group activity, pipeline progression, and campaign effectiveness
• Assist with ROI analysis for marketing programs and strategic account investments
• Monitor GTM and ABM metrics and identify areas for improvement
• Partner with Sales, Marketing, Sales Operations, and Finance teams on reporting and analytical needs
• Support business reviews, planning cycles, and performance discussions through data-driven analysis
• Translate findings into presentations and business recommendations
• Promote consistent definitions, metrics, and reporting standards across teams
• Assist with forecasting, budgeting, and planning for GTM investments
• Perform ad hoc analysis of business initiatives, growth opportunities, and performance trends
• Develop financial models connecting commercial activities to business outcomes
• Identify process improvements and help automate manual reporting processes

Senior Analyst, Finance GTM

• Develop executive dashboards, scorecards, and visualizations covering pipeline, bookings, revenue, marketing performance, and account progression
• Transform CRM, marketing automation, financial systems, and BI platform data into business intelligence
• Design and maintain scalable GTM reporting solutions
• Identify trends, risks, opportunities, and performance drivers through advanced analysis
• Build and lead a high-performing analytics function
• Partner with Marketing, Sales, and Sales Operations on financial frameworks for Account-Based Marketing
• Establish KPIs and measurement methodologies for account engagement, buying-group penetration, pipeline progression, conversion, and ROI
• Analyze account-level investments and outcomes to guide budget allocation and optimization
• Evaluate program effectiveness and recommend improvements to revenue efficiency and marketing effectiveness
• Build relationships with Sales, Marketing, Revenue Operations, Systems, and Executive Leadership
• Advise on planning, forecasting, and strategic decision-making
• Translate complex data into recommendations for non-technical audiences
• Support quarterly and annual planning, including targets, investments, capacity planning, and growth initiatives
• Develop forecasting models linking marketing and sales activity to pipeline, bookings, and revenue
• Perform scenario analysis and investment modeling
• Improve data governance, reporting consistency, and metric definitions
• Automate manual reporting workflows where possible

Finance Manager – GTM

Account Manager

• Serve as the day-to-day liaison between clients and production teams
• Manage and facilitate client calls and new client administrator training
• Maintain client documentation, including Standard Operating Procedures and process documentation
• Participate in ongoing education on product releases, updates, and system functionality
• Educate and consult with clients about relevant product updates
• Communicate updates about system functionality, industry news, open items, project initiatives, and resolution activity
• Drive continual improvement in service delivery across teams
• Coordinate Annual Enrollment and Plan Year closeout activities
• Participate in sales finalist meetings and support prospect visits and scope-of-services presentations
• Partner with internal teams to identify trends and training needs
• Provide support and expertise to the Service Center team

Senior Sales Consultant – Enterprise

Senior Analyst, Finance GTM

Finance Manager – GTM

Consumer Benefits Account Manager