Account Executive (Account Management & New Business Development), Finance and Facilities

Compensation Base Pay $70,725.00 - $91,000.00 / Year Employee Type FT Exempt Manage Others Yes Schedule This position is eligible for a hybrid work schedule, with a minimum of three (3) days in-office based out of our West Sacramento office and two (2) days working remotely. The Account Executive works in a hybrid environment and travels throughout California based on assignment or organizational need(s). Summary We are seeking a dynamic and results‑driven Account Executive to join our Business Development team in a hybrid environment focused on expanding CSBA’s affiliate client base and retaining and growing existing accounts by uncovering sponsorship opportunities for CSBA calendared events. Reporting to the Senior Director, Business Development, this position is ideal for a sales‑focused professional who thrives in relationship management and new client acquisition, with a consultative sales approach and a passion for serving the education sector. Responsibilities Serve as primary point of contact for existing accounts to ensure retention and satisfaction. Proactively identify upselling and cross‑selling opportunities within the current client base. Conduct quarterly business reviews and strategic planning meetings with clients. Customize program‑specific deliverables to meet client goals and drive engagement. Maintain deep understanding of client needs and communicate feedback to internal teams for product and service enhancements. Collaborate with leadership to refine product positioning and go‑to‑market strategies. Track sales performance and contribute to sales forecasting and pipeline management. Create customized proposals, presentations, and marketing collateral tailored to client segments. Participate in the development of marketing strategies to drive client engagement and retention. Manage client relationships, client generation and sales utilizing consultative selling skills with a customer‑centric mindset. Prepare sales reports regarding sales volume, potential sales, and areas of proposed expansion. Represent organization at association meetings, conferences, trade shows and promote products, services and programs, and maintain product booths. Educate membership and new business prospects about products, services and programs. Promote and market CSBA products, programs and services. Address concerns, inquiries or complaints in a professional manner; research information, identify and report findings and take appropriate action to ensure an expedient and satisfactory resolution. Maintain and cultivate positive relationships with Association members and clients to ensure satisfaction, implementation, user training and product development through information gathering. Coordinate formatting and customizing content for program‑specific correspondence, forms, reports, presentations, marketing collateral and manuals. Travel throughout California to attend client meetings and trade shows, which may require an overnight stay. Perform administrative assignments and work on special projects related to assigned areas of responsibility; maintain accurate and detailed department‑specific records, schedules, reports, files, plans, databases and other operation and/or confidential information. Perform a variety of administrative, analytical and customer support activities for CSBA programs, services and technologies at an expert level. Utilize modern office practices, methods, computer equipment, and computer applications related to the work. Read and demonstrate an understanding and adherence to CSBA values, policies and practices. Demonstrate respect, honesty, and professionalism at all times. Adhere to an established work schedule and the organization’s timekeeping practices. Perform other duties as assigned. Qualifications Education & Experience Bachelor’s degree or higher with major coursework with at least five (5) years of experience performing business sales and marketing tasks and supporting management in related field. Knowledge of Consultative selling skills and strategic sales techniques with a customer‑centric mindset. Emotional intelligence when dealing with existing or new clients Current education market trends and client acquisition strategies. Marketing and promotional practices for growing and retaining clients. Effective customer service and conflict resolution techniques. Modern office practices, methods, computer equipment, and computer applications related to the work. English usage, grammar, spelling, vocabulary, and punctuation. Ability to Utilize Customer Relationship Management (CRM) systems and sales reporting tools. Navigate both structured sales processes and dynamic client environments. Be collaborative, data‑informed, and motivated by both service and growth metrics. Deliver compelling presentations and communicate complex concepts to diverse audiences. Identify prospects, build relationships, and close sales. Analyze data, forecast trends, and prepare strategic sales reports. Handle multiple projects simultaneously with strong organizational and time management skills. Write clear, professional communications and marketing content. Work independently and collaboratively across departments. Maintain a high level of professionalism, integrity and discretion. Exercise excellent leadership and people management skills. Apply strong analytical, problem‑solving, and critical thinking skills. Model detail‑orientation, data‑and process‑driven thinking. Use tact, initiative, prudence, and independent judgment within general policy, procedural and legal guidelines. Establish, maintain, and foster positive and effective working relationships with stakeholders. Maintain confidentiality and professionalism in all work. Environmental Elements & Physical Demands Ability to lift, carry, push, and pull materials and objects weighing up to twenty‑five (25) pounds, hand truck available to assist. Ability to sit at computer for long periods of time and have the dexterity to access, enter, and retrieve data using a computer keyboard or calculator, and operate standard office equipment. Employees are personally responsible for following health and safety guidelines, instructions and policies. Possession of, or ability to, obtain a valid California Driver’s license by time of appointment. Benefits Medical Kaiser Platinum 90 HMO Blue Shield Platinum Access+ HMO 0/25 Blue Shield Platinum Full PPO 250/15 Blue Shield Silver Full PPO Savings HDHP 2300/30% with CSBA contributing $150 monthly to an HSA plan Optional FSA plan for non Blue Shield Silver Full PPO Savings HDHP 2300/30% plan participants Vision – VSP Paid Time Off Vacation: Accrues 10 days annually for hourly employees and 15 days annually for salary employees. The rate at which you accrue will increase annually with years of service. Floating holidays: 32 hours annually accrue date of hire. Separate sick leave accrual: 8 hours accrued monthly. Holiday: 10 CSBA recognized holidays annually December Office Closure: During the latter part of December each year CSBA closes its office. During this time, employees are paid for 6 days in addition to the December 25 and January 1 holiday. Sabbatical Program: Employees with at least seven (7) years of continuous full‑time employment in their current period of service are eligible for up to four (4) weeks of paid leave. Membership in the CalPERS retirement system Classic membership tier (2% @ 55; 7% employee contribution and 11.54% employer contribution) PEPRA membership tier (2% @ 62; 8.25% employee contribution and 8.27% employer contribution) Employer‑paid Life insurance 1.5 times the annual salary Employer‑paid AD&D insurance Employer‑paid Short‑ and Long‑Term Disability insurance Optional supplemental 457 retirement savings available Flexible Spending Account (FSA) Medical and Dependent Care Employee Assistance Program Perks at Work savings program Learning and Development Social Events: All‑Staff luncheon events, Coffee & Learn Travel Reimbursement Equal Opportunity Employer CSBA is an equal opportunity employer. It does not discriminate against employees or applicants based on any characteristic protected by state or federal law. Equal employment opportunity will be extended to all persons in all aspects of the employer/employee relationship. E-Verify This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. #J-18808-Ljbffr Sacramento Native American Health Center, Inc