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Account Executive
Liberty Bank & Trust Co - Walnut Creek, CA
posted about 1 month ago
About the position
The Account Executive role is focused on serving as a strategic partner and advocate for Middle Market clients, providing tailored HR solutions that meet their unique business needs. This position emphasizes building strong relationships with clients, understanding their challenges, and delivering impactful solutions that foster client loyalty and drive business results. The role requires a proactive approach to client engagement, strategic analysis, and collaboration with internal teams to ensure successful service delivery.
Responsibilities
- Define a relationship strategy using the Account Management Plan to drive business results for the client company.
- Engage quarterly with client executives to assess strategic business needs and translate them into human capital opportunities.
- Conduct thorough analyses of the client's industry and business trends to diagnose strengths and weaknesses.
- Position services and sell solutions by consulting with client executives and coordinating implementation timelines.
- Leverage internal resources to meet work goals and keep stakeholders informed of project status.
- Set high performance standards for self and others, ensuring timely completion of tasks and effective communication.
- Meet regularly with the assigned service team to prepare for client presentations and develop service plans.
Requirements
- High School Diploma or equivalent required; Bachelor's Degree or equivalent work experience required; Master's Degree preferred.
- Seven to ten years of experience in a related field required.
- Experience managing relationships with senior leaders in client organizations.
- Experience analyzing financial, industry, and market trends relevant to client situations.
- Demonstrated experience in multi-account/matrix environment management.
Nice-to-haves
- Experience in HR solutions or services industry.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
Benefits
- Generous paid time off
- Top-tier medical, dental, and vision benefits
- Health & wellness support
- Paid volunteer hours
- Continuous learning programs
- Mentorship opportunities
- Work-from-home flexibility
