Associate Account Executive

Junior Account Executive – Customer Base

OneSource Virtual (OSV) has worked exclusively with Workday customers since 2008 to deliver compliant, in-tenant technology and expert services to automate the administrative, transactional tasks of payroll, taxes, earned wage access, accounts payable, and benefits. With over 1,500 customers, 92% retention, and $225+ billion in treasury movement annually, OSV helps organizations maximize their Workday investment and operate it with confidence. Payroll, benefits, and finance solutions — all in one place.

The Junior Account Executive – Customer Base is responsible for supporting the growth and retention of existing customers by identifying opportunities to expand services and strengthen customer relationships. This role partners with senior sales team members and Customer Success Managers to understand customer needs, present appropriate solutions, and contribute to revenue growth within assigned accounts. The Associate Account Executive develops consultative selling skills while gaining experience with OSV's products, services, and sales processes.

Responsibilities:

• Support the field sales team in identifying opportunities to expand services within existing customer accounts.
• Build and maintain positive relationships with assigned customers through regular communication and follow-up.
• Partner with Customer Success Managers and senior Account Executives to understand customer business needs and recommend appropriate solutions.
• Assist in preparing proposals, presentations, pricing, and sales materials.
• Participate in customer meetings, product demonstrations, and discovery sessions.
• Learn and apply consultative and value-based selling techniques to support customer conversations.
• Maintain accurate customer records, sales activities, pipeline updates, and forecasting information in Salesforce.
• Coordinate with Marketing, Business Development, Solution Consulting, and other internal teams to support sales opportunities.
• Stay current on OSV services, Workday solutions, and industry trends to effectively communicate value to customers.
• Assist with contract documentation and sales administrative activities throughout the sales process.
• Meet established sales activity and performance goals while contributing to team revenue objectives.

Competencies:

• Customer Focus – Builds positive relationships by understanding customer needs and providing responsive service.
• Communication – Clearly communicates information both verbally and in writing.
• Relationship Building – Establishes trust and develops productive working relationships with customers and colleagues.
• Learning Agility – Demonstrates curiosity and quickly learns new products, services, and sales techniques.
• Action Oriented – Takes initiative and follows through on assignments with minimal supervision.
• Collaboration – Works effectively across departments to support customer success.
• Results-Oriented – Demonstrates accountability for achieving individual and team goals.
• Adaptability – Adjusts priorities and approaches based on changing customer or business needs.
• Organization – Maintains accurate records and manages multiple priorities effectively.