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Account Executive

Account Executive

Agile Occupational MedicineSanta Maria, CA, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Position Summary :

The Account Executive (“AE”) is responsible for generating new business, qualifying prospects, and closing sales to expand Agile’s market share in assigned territories. This hunter role requires a proactive, metrics-driven approach to lead generation, relationship building, and territory growth, with a focus on both regional and enterprise accounts. The AE works closely with clinic managers, Account Managers, and Sales Operations to identify high-value opportunities, recapture lost business and deliver exceptional client experience from first contact through onboarding.

Responsibilities :

  • Generate leads through targeted outbound calling, email marketing, social media outreach, referrals, networking events, and community engagement.
  • Identify and pursue prospective customers in target markets using multiple lead generation methods, including Apollo / Zoho and CRM-driven campaigns.
  • Build and sustain an active book of business, maintaining an 80 / 20 split between regional and enterprise accounts to balance local growth with larger statewide opportunities.
  • Engage new customers through regular in-person visits, cold calls, and tailored marketing campaigns, ensuring a strong local presence in assigned territory.
  • Collaborate with clinic managers to identify and execute recapture strategies for lost or underperforming accounts, with a focus on accounts down ≥25% YoY.
  • Deliver persuasive, solution-focused presentations to decision-makers and influencers, clearly communicating Agile’s value proposition and competitive advantages.
  • Partner with internal teams, including Operations and Clinic leadership, to ensure smooth service delivery, timely onboarding, and high customer satisfaction.
  • Qualify leads, assess buying potential, and prioritize high-interest prospects to optimize sales activity and conversion rates.
  • Coordinate clinic tours, on-site visits, and client meetings to build rapport and trust, responding to all service inquiries with professionalism and urgency.
  • Assist with price negotiations, proposal development, and the preparation of RFPs, ensuring alignment with company pricing models and service capabilities.
  • Track, manage, and report on all sales activity in the CRM, consistently meeting or exceeding defined KPIs for calls, meetings, proposals, closed deals, and revenue targets.
  • Stay informed on industry trends, competitor activity, and occupational medicine market developments to adapt strategies and maintain a competitive edge.
  • Performs other job-related duties as assigned.

Requirements :

  • Bachelor’s degree in Business, Marketing, or related field preferred.
  • 3+ years of B2B outside sales experience, preferably in healthcare, occupational medicine, or a related service industry.
  • Proven track record of meeting or exceeding sales targets in a competitive market.
  • Proficiency with CRM systems (HubSpot preferred) and Microsoft Office Suite; familiarity with Apollo / Zoho or similar tools is a plus.
  • Strong presentation, negotiation, and closing skills.
  • Ability to manage multiple opportunities simultaneously and adapt to changing priorities.
  • Willingness to travel within assigned territory up to 50%.
  • Key Attributes :

  • Results-driven hunter with the persistence to open new accounts and grow market share.
  • Strategic relationship-builder who develops trust with decision-makers and influencers.
  • Goal-oriented self-starter with high energy and initiative.
  • Adaptable problem solver able to adjust tactics based on market dynamics.
  • Collaborative team player who works effectively with cross-functional partners.
  • Benefits :

  • Competitive salary
  • Comprehensive benefits package
  • Optimal work life balance with no nights, no weekends, and no holidays requirement to work
  • Opportunity to work in a fast-paced and dynamic environment
  • Be part of a team that is passionate about making a difference
  • Salary :

    Starting compensation range $75,000.00 - $85,000.00 annually + commissions. Exact compensation may vary based on skills, experience, and location.

    Why You Should Join Our Team

    Agile Occupational Medicine is a leading occupational medicine group with a network of 24 clinics and one surgery center dedicated to providing comprehensive healthcare services to businesses and their employees across California and Yuma, Arizona. We specialize in ensuring the health and well-being of workers through a range of medical services, including injury care (workers’ compensation), physical examinations (employer services), and commercial (urgent care)

    We are a rapidly growing company with a fun and collaborative work environment. We are passionate about disrupting the world of occupational medicine, and we are committed to providing our customers and patients with the best possible experience. We offer our employees competitive salaries, commission, and benefits, and we give them the opportunity to make a real impact on the business.

    Agile Occupational Medicine is an Equal Opportunity Employer. Agile does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided upon qualifications, merit, and business need.

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