Account Executive- HR Services (Remote)

Job summary

The Account Executive will proactively manage client accounts to ensure strategic alignment and drive membership usage while identifying new sales opportunities. They are responsible for conducting sales presentations, managing marketing leads, and maintaining accurate records within the CRM system.

Job details

About Us McLean & Company, a division of Info-Tech Research Group, is one of the fastest-growing HR Advisory Firms in North America. We partner with C-Suite Leaders in HR, Talent, and Learning & Development to deliver measurable business results through best practice research, actionable tools and templates, proprietary surveys, learning programs, facilitated workshops, and one-on-one advisory from our team of experts. The Account Executive - HR Services is a hybrid account management role focused on ensuring our clients are serviced and renew year-over-year while also leveraging personal and professional networks, working marketing leads, cold calls, referrals and contact moves to new organizations. The successful candidate will ensure there is strategic alignment with HR Executives and the McLean & Company resource pool, including software, analytics, advisory, and research. Major Responsibilities * Proactively manage accounts by conducting regular service calls with clients to ensure alignment and drive usage of the McLean membership. * Work marketing leads and conduct warm/cold calls into your territory to book onsite sales presentations with prospective clients. * Support cross-functional communication and collaborate with our Research and Product Teams. * Grow revenue by actively identifying referrals through personal, professional and client networks as well as pursue sales opportunities with former clients when they move to a new company. * Identify client needs that align with our Workshop, Executive Services, Consulting, and Training offerings. * Solicit feedback and testimonials from current accounts. * Record client details and account notes in CRM system. Follow internal reporting processes. Education and Experience * Post-secondary education – minimum College Diploma * 2 years B2B sales + University Degree or * 5 years B2B sales + College Diploma Skills * Account Management: Engaging and managing ongoing needs of clients. Engaging clients in meaningful conversations often focused on strategy, alignment, and operational excellence. * Opportunity Identification: Need to be actively identifying opportunities within accounts and grow account base through opportunities related to/connected with current accounts. Follow up with former clients when they move to a different company; referrals; getting involved in networks (growing personal/professional network). * Organizational Skills: Keeping track of clients that move companies; record keeping (proposals); managing multiple calls in a day. Effective management of process, documentation and scheduling. * Business Acumen: General understanding of business and business language. * Active Listening: Ability to understand client needs. McLean & Company is a division of Info-Tech Research Group. Info-Tech Research Group is an equal opportunity employer committed to diversity and inclusion and does not discriminate on the basis of any legally protected status or characteristic including Minority/Female/Sexual Orientation/Gender Identity/Disability and Veteran status and are pleased to consider all qualified applicants. To that end, upon request, ITRG will ensure, to the extent possible, that accommodation be made available to applicants throughout the recruitment and hiring process. #LI-BS1

What you’ll do

The Account Executive will proactively manage client accounts to ensure strategic alignment and drive membership usage while identifying new sales opportunities. They are responsible for conducting sales presentations, managing marketing leads, and maintaining accurate records within the CRM system.

Requirements

Candidates must possess a minimum of a College Diploma and at least 2 to 5 years of B2B sales experience depending on their level of education. Strong organizational, communication, and business acumen skills are required to effectively manage client relationships and identify growth opportunities.

Listed skills

• CRM Management · Preferred
• Account Management · Preferred
• Communication · Preferred
• Consultative Selling · Preferred
• Cold Calling · Preferred
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Account Management
• B2B Sales
• Strategic Alignment
• Business Acumen
• Active Listening
• Relationship Building
• Sales Presentations
• CRM Management
• Lead Generation
• Cold Calling
• Client Retention
• Consultative Selling
• Communication
• Organizational Skills
• Market Research
• Internal Reporting
• Record Keeping
• Professional Networking
• Business Results
• Research
• Business To Business
• Customer Relationship Management
• Management
• Consulting
• Sales
• Marketing
• Operational Excellence
• Scheduling
• Surveys
• Templates

Job areas

• Sales
• Human Resources
• Consulting
• Management & Leadership
• Services Account Executive
• Account Executive (General)
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products

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