Job description

Job Description: The Account Executive I is a quota-carrying sales professional responsible for selling the company’s products, services, and solutions while building and maintaining strong client relationships. This role focuses on executing core sales activities, developing consultative selling skills, and consistently achieving sales targets, with guidance and support from management and more experienced sales team members as needed. Achieve assigned sales quota through effective management of opportunities within an assigned book of business or territory. Build and maintain productive client relationships by conducting regular customer meetings, understanding client needs, and positioning appropriate products and solutions. Execute the core stages of the sales cycle, including prospecting, discovery, solution presentation, proposal development, and closing, with support from management as needed. Collaborate with internal teams to address client questions, resolve issues, and ensure a positive customer experience throughout the sales and post-sale lifecycle. Lead the development and execution of account plans, including understanding client organizational structures, key stakeholders, objectives, and opportunities for growth. Conduct product and solution presentations and demonstrations aligned to customer needs. Support contract discussions and pricing conversations with guidance from sales leadership. Maintain accurate pipeline activity, forecasts, and account documentation in CRM tools. Identify opportunities to quantify value and return on investment for clients and support the creation of reference materials or case studies when appropriate. Stay current on company products, services, and market trends to effectively position solutions. Occasional travel is required for team meetings and business events, with additional travel as needed for client consultations. Perform other duties that support the overall objective of the position. Education Required: Bachelor’s Degree in Finance, Accounting, Business Administration, Marketing, or a related discipline. Or, any combination of education and experience which would provide the required qualifications for the position. Experience Required: 2 years of sales experience, preferably in healthcare technology related environment. Knowledge, Skills & Abilities: Knowledge of: Sales fundamentals and customer service best practices. Basic sales cycle management and pipeline concepts. Company products, services, and solution capabilities. CRM tools and Microsoft Office applications. Skill in: Building rapport and maintaining customer relationships. Verbal and written communication with a variety of stakeholders. Presenting solutions in a clear and organized manner. Time management, prioritization, and organization. Problem-solving and collaboration across teams. Ability to: Consistently work toward and achieve assigned sales targets. Learn and apply consultative selling techniques. Manage multiple opportunities and priorities simultaneously. Incorporate coaching and feedback to improve sales effectiveness. Establish and maintain effective working relationships through collaboration and professionalism. Ability to travel occasionally for team meetings, business events, and as needed for client consultations. The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee s ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks for the employee to perform, as the company may deem appropriate. NextGen Healthcare is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Requirements

Must-haves

Achieve assigned sales quota through effective management of opportunities within an assigned book of business or territory.
Build and maintain productive client relationships by conducting regular customer meetings, understanding client needs, and positioning appropriate products and solutions.
Execute the core stages of the sales cycle, including prospecting, discovery, solution presentation, proposal development, and closing, with support from management as needed.
Collaborate with internal teams to address client questions, resolve issues, and ensure a positive customer experience throughout the sales and post-sale lifecycle.
Lead the development and execution of account plans, including understanding client organizational structures, key stakeholders, objectives, and opportunities for growth.
Conduct product and solution presentations and demonstrations aligned to customer needs.
Support contract discussions and pricing conversations with guidance from sales leadership.
Maintain accurate pipeline activity, forecasts, and account documentation in CRM tools.
Identify opportunities to quantify value and return on investment for clients and support the creation of reference materials or case studies when appropriate.
Stay current on company products, services, and market trends to effectively position solutions.
Occasional travel is required for team meetings and business events, with additional travel as needed for client consultations.
Perform other duties that support the overall objective of the position.
Education Required: Bachelor’s Degree in Finance, Accounting, Business Administration, Marketing, or a related discipline.
Or, any combination of education and experience which would provide the required qualifications for the position.
Experience Required: 2 years of sales experience, preferably in healthcare technology related environment.

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: workday
Effort: long