Account Executive, Scholarship Tax Credit Payroll Deduction

This is a fully remote position, open to applicants in Nebraska.

📋 Description

• Secure new employer and network agreements within a consultative, multi-stakeholder sales environment.

• Handle a substantial volume of opportunities, ranging from small educational institutions to large employers, ensuring efficient closures.

• Conduct demonstrations and presentations for HR, benefits, and payroll decision-makers.

• Develop and maintain a pipeline through referral partners, which includes joint calls and follow-ups on partner introductions.

• Oversee assigned partner relationships and conduct regular check-ins with them.

• Directly engage with HR, benefits, and payroll leaders at schools, nonprofits, and private employers.

• Construct the business case for an employer-paid fee, which encompasses recruiting, retention, and a benefit with no required employer contribution.

• Achieve and surpass the annual signed-contract target.

• Accurately explain the benefit, covering aspects such as after-tax payroll deductions, nonrefundable credits, state participation, and employer obligations.

• Channel tax and legal inquiries to the employee's advisor and BenefitEd Compliance.

• Negotiate contracts, pricing, and service delivery terms within the established guidelines.

• Prepare proposals and order forms for prospects and partners.

• Assist employers in planning employee benefit rollouts.

• Keep CRM records updated and provide precise forecasts.

• Coordinate with implementation to ensure signed employers meet their first payroll file on schedule.

• Relay customer and partner insights to Product and leadership.

• Stay informed about the credit, regulations, state elections, competitive offerings, and market trends.

• Utilize approved sales materials and adhere to Compliance guidelines.

⛳️ Requirements

• Bachelor's degree in business, communications, marketing, or a related field, or equivalent education and experience.

• At least 3 years of B2B sales experience with a proven track record of meeting or exceeding sales objectives.

• Experience in selling to HR, benefits, or payroll buyers, or through channel partners or referral networks.

• Experience in payroll, benefits, or partner-channel sales may be considered equivalent experience.

• Proven experience in closing multi-stakeholder deals and delivering presentations to groups both online and in person.

• Background in education, benefits, payroll, or the payment industry is advantageous.

• Familiarity with schools, dioceses, or scholarship organizations is a plus.

• Demonstrated ability to secure new business and build a sales pipeline.

• Comfort with selling in a new, regulated market where regulations are still being finalized.

• Ability to clearly explain complex, tax-related benefits without overpromising.

• Capacity to establish trust with partners and decision-makers while managing shared credit with them.

• Excellent written and verbal communication and presentation abilities.

• Self-motivated with effective time management skills in a remote, territory-based position.

• Proficient in CRM, presentation tools, and Microsoft Office applications.

• Strong follow-up skills and attention to detail.

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• HSA

• FSA

• Generous earned time off

• 401K

• Student loan repayment

• Life insurance

• AD&D insurance

• Employee assistance program

• Employee stock purchase program

• Tuition reimbursement

• Performance-based incentive pay

• Short- and long-term disability

• Robust wellness program

• Regional travel