The representative will be responsible for driving strategic business growth by identifying and pursuing new opportunities within construction, utility, and municipal markets, while developing and executing a disciplined sales strategy. Key duties include building robust prospect pipelines, nurturing client relationships, ensuring CRM data integrity, and collaborating with operations teams for seamless service delivery.

The Enterprise Account Executive will be responsible for acquiring and growing relationships with large financial institutions, owning the full sales cycle from prospecting to closing using a consultative approach. Key duties include driving discovery, leading solution design, negotiating high-value SaaS deals, and collaborating cross-functionally.

The Account Executive is responsible for executing an aggressive business development plan, soliciting existing and non-bank HSA customers, and engaging referral sources like TPAs and Brokers for HSA program implementation. Duties include cold calling, securing appointments, strengthening customer ties strategically, and collaborating with internal partners and the Retail Banking network.

The Strategic Account Executive serves as the senior liaison for PBM clients, leading the strategic account team to ensure client satisfaction and service delivery while driving business growth through renewal, retention, and up-selling existing accounts. This involves developing strong internal and external relationships, recommending Company solutions, and delivering performance reporting to clients.