Customer Account Executive - SMB

Company Overview

With 80,000 customers across 150 countries, UKG is the largest U.S.-based private software company in the world. And we’re only getting started. Ready to bring your bold ideas and collaborative mindset to an organization that still has so much more to build and achieve? Read on.

At UKG, you get more than just a job. You get to work with purpose. Our team of U Krewers are on a mission to inspire every organization to become a great place to work through our award-winning HR technology built for all.

Here, we know that you’re more than your work. That’s why our benefits help you thrive personally and professionally, from wellness programs and tuition reimbursement to U Choose — a customizable expense reimbursement program that can be used for more than 200+ needs that best suit you and your family, from student loan repayment, to childcare, to pet insurance. Our inclusive culture, active and engaged employee resource groups, and caring leaders value every voice and support you in doing the best work of your career. If you’re passionate about our purpose — people —then we can’t wait to support whatever gives you purpose. We’re united by purpose, inspired by you.

About The Role

We are seeking a dynamic and strategic Customer Account Manager to join our SMB Sales team. In this role, you will work closely with our SMB customers to drive sales growth through upselling and cross-selling our products and modules. You will leverage your deep understanding of the customer’s industry and pain points to provide tailored solutions and support. This role involves establishing and maintaining positive customer relationships through regular interactions, attending industry events, and conducting business reviews. You will also develop strategic sales campaigns, identify sales opportunities, and create proposals for HCM and Payroll solutions. Additionally, you will collaborate with internal teams to ensure customer satisfaction, monitor account health, and maintain accurate data in our CRM system.

Key Responsibilities

• Customer Relationship Management: Establish and maintain positive relationships with customers through regular face-to-face interactions, including attendance at industry events, trade shows, and conferences
• Industry Expertise: Proactively research and develop expertise in the customer’s industry to advise and support customers on best practices and service expansion
• Sales Campaigns: Develop and maintain a “greenspace” heatmap and run strategic sales campaigns to drive pipeline and bookings in assigned accounts
• Sales Proposals: Identify sales opportunities and develop proposals for HCM and Payroll solutions aligned with customer needs
• Product Knowledge: Maintain a thorough understanding of our products and capabilities, incorporating technical advances in presentations to end users
• Account Planning: Develop and maintain Annual Account Plans and Relationship Maps for each assigned account in collaboration with internal stakeholders
• Relationship Building: Build strong relationships with business decision-makers across accounts by leveraging sales management teams, executive sponsors, and in-person meetings
• Customer Experience: Ensure positive customer experiences through existing relationships and conduct at least one annual business review covering adoption, support, and roadmap content
• Customer Engagement: Increase customer engagement by driving attendance at events and collaborating with Field Marketing and Customer Marketing teams
• Account Monitoring: Monitor account health, identify risks, and collaborate on Save Plans with appropriate teams to improve customer satisfaction
• Data Management: Maintain accurate account contacts and sentiment in SFDC, including a rolling 4-quarter pipeline, and engage with marketing-qualified leads within 24 hours
  
  

Experience & Qualifications

• 2+ years of proven sales experience in a SaaS closing role
• Ability to build and develop key relationships across the organization
• Ability to prospect consistently and self-generate pipeline
• Self-motivated, self-managing and well organized
• Willingness to roll up your sleeves and provide a hands-on sales experience
• Actively seek to learn and improve performance
• Excellent written and verbal communication skills
  
  

Where we’re going

UKG is on the cusp of something truly special. Worldwide, we already hold the #1 market share position for workforce management and the #2 position for human capital management. Tens of millions of frontline workers start and end their days with our software, with billions of shifts managed annually through UKG solutions today. Yet it’s our AI-powered product portfolio designed to support customers of all sizes, industries, and geographies that will propel us into an even brighter tomorrow!

UKG is proud to be an equal opportunity employer and is committed to promoting diversity and inclusion in the workplace, including the recruitment process.

Disability Accommodation in the Application and Interview Process

For individuals with disabilities that need additional assistance at any point in the application and interview process, please email [email protected]