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Account Executive
Cobalt MedPlans. Prospect and generate new opportunities with health plans, TPAs, providers, and benefit administrators through outreach, referrals, and inbound leads .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in B2B sales and business development within the healthcare sector, with a strong focus on building and managing sales pipelines, client presentations, and CRM management. Proficient in consultative sales processes and capable of achieving outreach and pipeline targets.
Highest-signal resume keywords
B2B Sales ExperienceCRM Platform KnowledgeHealthcare Industry ExposureProposal Writing FamiliarityStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Pipeline ManagementLead QualificationProposal DevelopmentRFP ResponseContract ExecutionSales ForecastingCold OutreachMeeting TargetsClient PresentationsBusiness Development
Soft Skills
Organizational SkillsCoachabilityEagerness to LearnRelationship BuildingConfidence in Presenting
Tools & Technologies
SalesforceHubSpotCRM SoftwareMDI NetworXInsightPro
Industry Keywords
HealthcareHealth InsuranceTPAsProvider OrganizationsSaaSBusiness Process OutsourcingManaged Services
About the role
Key responsibilities & impact- Prospect and generate new opportunities with health plans, TPAs, providers, and benefit administrators through outreach, referrals, and inbound leads
- Qualify leads and lead discovery calls to understand prospective clients’ operational challenges
- Support the Sales Director on larger enterprise pursuits, including proposals, RFP responses, and client presentations
- Own smaller and mid-sized deals throughout the sales cycle, from initial meeting through contract execution
- Learn to position InsightPro and MDI NetworX operational solutions against client needs
- Maintain accurate CRM records, pipeline information, and sales activity; contribute to weekly forecasts
- Attend industry conferences and client events alongside senior sales leadership
- Coordinate with operations and client services to ensure smooth handoffs for new clients
- Follow and help refine sales playbooks, templates, and outreach sequences
- Develop fluency in MDI NetworX solutions, InsightPro, and the healthcare payer and provider landscape
- Consistently achieve outreach, meeting, and pipeline targets
- Build a qualified pipeline that contributes to company growth goals
- Close initial new-client deals and contribute to larger wins led by the Sales Director
- Maintain clean, accurate CRM data and dependable sales forecasts
- Build effective working relationships across sales, operations, and client services
Requirements
What you’ll need- 2–4 years of B2B sales, business development, or sales development (SDR/BDR) experience
- Demonstrated track record of meeting or exceeding activity, pipeline, or quota targets
- Strong written and verbal communication skills, with confidence presenting to clients
- Comfort with cold outreach and building a sales pipeline from scratch
- Working knowledge of a CRM platform, such as Salesforce, HubSpot, or similar
- Strong organizational skills, coachability, and eagerness to learn a complex, consultative sales process
- Bachelor’s degree or equivalent professional experience
- Willingness to travel occasionally
- Exposure to healthcare, health insurance, TPAs, or provider organizations
- Experience selling technology, SaaS, business process outsourcing (BPO), or managed services
- Familiarity with RFP processes or proposal writing
Benefits
Comp & perks- Competitive base salary
- Performance-based commission plan
- Comprehensive benefits package