What are the responsibilities and job description for the Client Executive (New Business) position at WorkSmart IT?
Description
WorkSmart is seeking a dynamic and results-driven Client Executive to join our sales team. The Client Executive identifies and pursues sales opportunities for new clients within a specific geographical area and client profile. The ideal candidate has a proven track record of closing new business in the technology field. This role requires a proactive individual with excellent communication skills and the ability to understand and meet client needs.
Core Responsibilities
- Grow market share by locating, negotiating, and closing sales opportunities, including developing business relationships with prospects and key stakeholders.
- Collaborate with technical staff to create, present, and refine detailed proposals with technology solutions that will meet the client’s needs.
- Ability to self-direct, self-pace, multi-task, and successfully perform under pressure of deadlines and conflicting priorities.
- Build and maintain a robust pipeline of qualified prospects.
- Develop relationships with other complimentary business partners who may refer and introduce WorkSmart into their client base.
- Partner with internal teams to ensure successful client onboarding and satisfaction.
- Conduct thorough needs analysis and present tailored IT solutions to potential clients.
- Prepare and deliver compelling sales presentations, business cases, and proposals that align to client’s desired business outcomes.
- Stay up to date with industry trends, competitive landscape, and WorkSmart service offerings.
Requirements
- Proven track record of closing new business in the technology field.
- Strong understanding of managed IT services and information technology solutions, including:
- MSP-related offerings
- Microsoft-related offerings
- Security-related offerings
- Cloud-related offerings
- Knowledge of the latest technology trends and developments.
- Strong analytical and problem-solving abilities.
- Excellent communication, presentation, negotiation, and interpersonal skills.
- Ability to work independently, as part of a team, and with individuals at all levels of an organization.
- Willingness to work a flexible schedule.
Preferred Skills:
- Bachelor’s degree in Business, Marketing, Information Technology, or a related field.
You'll also need:
- Excellent communication (written and oral) skills
- Excellent documentation and record-keeping skills
- The desire and ability to learn new technology
This is a hybrid position. Employees will work both on-site and remotely. Client site visits are also an expectation of this role.
Benefits
This is a full-time salaried position with excellent benefits.
- Commission pay
- Health, Dental, and Vision insurance
- Short and Long-Term Disability, plus Basic Life, at no cost to you
- 401(k) with corporate match
- Wellbeing reimbursement
- Up to 4 paid days per year for volunteer activities
Core Values
Our core values define our culture and how we approach working with clients, hiring new teammates, and rewarding each other, and they even allow us to consider when someone is not a good fit. We all use these core values as a filter through which we make decisions. And by embodying these values as an organization and as individuals, we will continue to grow and succeed.
Be Curious
We embrace curiosity as a driver of growth and innovation. Being curious means asking questions, seeking new perspectives, and continuously learning. It’s about challenging assumptions, exploring possibilities, and staying open to change.
Be A Good Steward
We responsibly manage the resources entrusted to us—time, talent, capital, and relationships—with care and integrity. Being a good steward means acting with long-term vision, making thoughtful decisions, and leaving things better than we found them.
Put People First
We prioritize people in every decision and interaction. By leading with empathy, respect, and care, we create a culture where individuals feel valued, supported, and empowered to thrive. When people come first, everything else follows.
Be Accountable
We take ownership of our actions and outcomes. Being accountable means following through on commitments, learning from mistakes, and holding ourselves to the highest standards of integrity and performance. We own the results—good or bad—and strive to continuously improve.