The incumbent in this position will be responsible for developing and guiding the implementation of account specific business plan; achieving defined goals and sales targets; serving as the primary account contact; providing account leadership. This individual will also be responsible for increased penetration of existing accounts, and working collaboratively as a team to accomplish overall organizational goals. Account Executives are tasked to serve as the primary business to business sales representatives in Alliant’s key markets and build brand equity and new business through local networking, telemarketing, tradeshows, and member marketing efforts. Work involves participating in local and national strategic planning initiatives, providing support and assistance for Alliant At Work special projects, events, and initiatives on behalf of the National Manager, and creating and implementing strategies to increase awareness, support, and referrals to the program from internal and external partners. Resources to do the job require strong knowledge of credit union product and services, intermediate technical skills in Microsoft PowerPoint, Excel, Outlook, and Word, and strong negotiation and organizational skills. General supervision is received from the National Manager Workplace and Institutional Benefits.
Partner Acquisition & Strategic Planning: Identifies and acquires new partnerships with local and national employers (250-10,000 employees) within assigned regional area. Account Executive is responsible for the design and execution of account strategies plans to ensure member penetration and balance growth sales targets are met within defined timeline. In partnership with business representative, develops account goals and individual business plan. Participates in local and national networking events with Chamber of Commerce, Human Resources associations, and other professional organizations and serves as lead representative in the planning, staffing, and exhibition at local and national conferences and tradeshows. Maintains schedule of appointments and ensures minimum required number of partner meetings and telemarketing calls are completed on a weekly and monthly basis. Manages an active pipeline of prospects and ensures new company enrollment target is achieved through ongoing review, analysis, and outreach to local companies as well as by cultivating internal and external referral sources. Conducts research on industry trends and best practices and provides regular feedback to assist in the calibration and development of partner acquisition strategies. Maintains knowledge with industry trends and market intelligence for assigned accounts and regional territory.
Relationship & Resource Management: Negotiates ongoing, meaningful access to new and existing partners and ensures strong level of visibility to ensure target penetration and participation levels are achieved within a defined time frame. Develops launch and resource plan for all new partnerships that aligns with efficiency parameters and will generate concrete sales results. Provides feedback and input to national leadership team to aid in the development of relationship strategies and incorporates key marketing messages in local sales activities to grow business. Conducts regular and in-depth reviews of business performance and promotion strategies. Independently manages schedule and appointment calendar and facilitates recurring on-site visits and follow-ups for accounts under management to ensure strong engagement with HR/Benefits partners. Participates in the development and implementation of account’s financial literacy program. Maintains expert level of knowledge of core financial seminar catalog and delivers presentations to members groups. Serves as mentor and resource in the on-boarding and training of new At Work team members.