Account Executive

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Account Executive

At CalcAir, we’ve been helping employee benefit professionals breathe easier for over 50 years—and we’re just getting started. As a trusted name in benefits software and services, we blend deep industry roots with a forward-thinking mindset.

As a proud division of Constellation Software (csisoftware.com), we're backed by the innovation, stability, and expansive reach of a market-leading global software provider.

Join a team where experience meets innovation, and where your skills can shape the future of how people work, plan, and retire. If you're ready to make an impact, grow your career, and have a little fun along the way, CalcAir might be the perfect fit.

Learn more about CalcAir at:

About the Role

CalcAir Employee Benefit Systems, Inc. seeks a motivated and results-driven Account Executive to foster organic growth, drive client retention, and expand our customer base.

Joining our team means becoming part of a dynamic environment where your sales expertise will make a real impact. You’ll have the opportunity to collaborate closely with support and marketing professionals, leveraging your skills to drive growth and build lasting client relationships. As we continue to innovate and expand our platform’s capabilities, your contributions will be crucial in delivering high-quality solutions and empowering organizations to achieve confident, compliant retirement plan management at scale.

Some of the Tasks

• Build and maintain strong relationships with both existing and prospective clients to promote service adoption and long-term partnerships
• Identify and pursue new sales leads to expand the customer base
• Develop and implement sales strategies aimed at increasing client retention
• Collaborate with support and marketing teams to uncover new sales opportunities
• Prepare, analyze, and present sales reports to support strategic decisionmaking
• Gather and communicate customer feedback to inform cost-effective product enhancements
• Monitor competitor activities and market trends to inform sales tactics
• Organize and supervise exhibit booths at industry trade shows
• Manage sales and marketing projects from initiation to completion
• Track and report on product sales and associated costs
• Research and evaluate competing product offerings
• Promote and sell proprietary software solutions by cultivating client relationships
• Support sales staff by providing data, market trends, and assistance with customer service requests

About you

• At least three years of sales experience with a proven record of success
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Excellent verbal and written communication skills
• Strong analytical skills and experience with sales matrix reporting
• Ability to work collaboratively with cross-functional teams to achieve shared goals
• Outstanding organizational and project coordination abilities
• Skills in direct marketing, marketing research, and project management
• Demonstrated creative initiative, motivation, and experience in budget and forecast management

Total Rewards

• Employees are enrolled in a comprehensive benefits package
• Vacation and floater days
• Employees have access to Profit Sharing through our bonus programs
• All employees have the opportunity to participate in the CSI Employee Stock Purchase Plan

What's important to us

 Make long term investments

In people, technology, and customers. What goes around comes around and when possible, we try to pay it forward.

 Growth through learning

Learning is the key to success. We encourage employees to share their expertise and best practices with their peers. That way, we all grow together.

 Autonomy

Our staff operate independently in a decentralized structure. Whenever possible, we provide the independence required to drive growth and success.

 Trust comes first

We believe in full transparency and ongoing communication; if there is a problem, we try to work collaboratively on solutions

Applicants with disabilities who would like to require a reasonable accommodation related to any part of the application process may contact us at Perseus_HR@constellationhbs.com.

 

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