Account Executive, New Client Acquisition

New Client Acquisition (100% of role, split evenly between two channels):

Marketing & Channel Lead Conversion (~50%)

• Respond promptly to inbound leads generated through marketing campaigns, the website, referral partners, brokers, and channel relationships.
• Execute the “Allvia Sales Process” to understand prospect needs, and guide them through to a recommended solution to achieve their business goals.
• Partner closely with Marketing to provide feedback on lead quality, messaging effectiveness, and conversion trends.
• Maintain fast, professional follow-up cadences to maximize lead-to-close conversion rates.

Outbound Prospecting & Conversion (~50%)

• Proactively identify, research, and prioritize target accounts and buyer personas within Allvia's ideal customer profile.
• Execute consistent outbound prospecting activity, including cold calling, email outreach, LinkedIn/social selling, and networking.
• Build and manage a self-sourced pipeline from first touch through discovery, proposal, negotiation, and close.
• Develop and refine outbound messaging and cadences in collaboration with sales leadership to improve response and conversion rates.
• Consistently meet or exceed monthly and quarterly outbound activity and new-logo revenue targets.

Across Both Channels

• Conduct discovery calls and needs assessments to clearly articulate Allvia's value proposition and match solutions to prospect needs.
• Deliver polished presentations and proposals to prospective clients, including HR leaders, business owners, and executive decision-makers.
• Accurately manage and forecast pipeline activity in the CRM, keeping records current and reporting complete.
• Collaborate with implementation, HR, and client services teams to ensure a smooth handoff and onboarding experience for new clients.
• Stay current on PEO/HR managed services industry trends, competitive positioning, and compliance considerations that affect the sales conversation.

• 3-5 years of direct sales experience selling HR services, either for a PEO (Professional Employer Organization) or an HR/employee-benefits managed services provider.
• A proven, verifiable track record of new client acquisition success (e.g., quota attainment history, references, or documented production that can be validated).
• Demonstrated experience managing a full-cycle sales process, including both inbound lead conversion and self-sourced outbound prospecting.
• Strong consultative selling skills with the ability to speak credibly to HR, payroll, benefits, risk management, and compliance topics.
• Excellent communication, presentation, and negotiation skills.
• Comfortable operating in a metrics-driven environment with defined activity and revenue targets.
• Proficiency with CRM systems (e.g., Salesforce, HubSpot) and standard sales engagement/prospecting tools.
• Self-motivated, organized, and able to manage a pipeline that spans two distinct lead sources simultaneously.

• Consistent achievement of monthly/quarterly new-client acquisition and revenue targets across both channels.
• A well-managed, accurately forecasted pipeline reflecting both inbound and outbound sourced opportunities.
• Strong conversion rates on marketing/channel leads and a healthy, self-generated outbound pipeline.
• Positive, collaborative relationships with Marketing, channel partners, and internal implementation teams.