Install Base Account Executive 2 SMB

UKG•,

10h

About The Position

UKG is seeking a dynamic and strategic Install Base Account Executive focused on selling into healthcare accounts with 75–500 employees. The role drives sales growth among existing customers by upselling and cross-selling products and modules, using knowledge of customers’ industries and business pain points to recommend tailored solutions. The Account Executive develops sales campaigns, identifies opportunities, creates proposals, and works with internal teams to support customer satisfaction, account health, and accurate CRM records. The position includes regular customer interactions, participation in industry events, and business reviews. It also involves maintaining account plans and relationship maps, building connections with decision-makers, monitoring account risks, and supporting engagement and adoption of UKG products.

Requirements

At least 2 years of successful experience in account management, sales, customer success, ERM, or a related field, with demonstrated ability to meet or exceed sales quotas; alternatively, at least 1 year of customer relations and/or business-to-business sales experience selling products or providing service to a broad customer or prospect base.
At least 1 year of experience in the technology/software industries.

Responsibilities

Establish and maintain positive customer relationships through regular online face-to-face interactions.
Research customers’ industries and develop expertise to advise on best practices and service expansion.
Develop and maintain a “greenspace” heatmap and run strategic sales campaigns to drive pipeline and bookings in assigned accounts.
Identify sales opportunities and develop proposals for HCM and Payroll solutions aligned with customer needs.
Maintain thorough product and capability knowledge and incorporate technical advances into presentations to end users.
Develop and maintain Annual Account Plans and Relationship Maps in collaboration with internal stakeholders.
Build relationships with business decision-makers by leveraging sales management teams, executive sponsors, and in-person meetings.
Support positive customer experiences and conduct at least one annual business review covering adoption, support, and roadmap content.
Increase customer engagement by driving attendance at events and collaborating with Field Marketing and Customer Marketing teams.
Monitor account health, identify risks, and collaborate with appropriate teams on Save Plans to improve customer satisfaction.
Maintain accurate account contacts and sentiment in Salesforce, including a rolling four-quarter pipeline, and engage with marketing-qualified leads within 24 hours.