Account Executive

Account Executive

Company: Path Forward IT

Location: Remote, 10-20% domestic travel

Role Overview

The Account Executive plays a pivotal role in driving revenue growth through both new business development and the strategic expansion of existing client relationships. This role is responsible for managing the full sales cycle—from initial prospecting to contract close—while identifying opportunities to deepen partnerships and deliver long-term client success.

Experience in recurring service contracts and the K-12 Education (ERATE) space is highly valued, along with a results-driven mindset and a focus on delivering tailored technology solutions.

Key Responsibilities

New Business Development

• Lead the end-to-end sales process for new opportunities, including prospecting, discovery, proposal development, negotiation, and contract closure
• Build and maintain a strong pipeline of qualified opportunities

Account Management Growth

• Act as a trusted advisor to existing clients
• Identify and pursue upsell and cross-sell opportunities aligned with customer needs
• Ensure high levels of customer satisfaction and retention

Risk Management

• Assess customer health and proactively identify potential risks
• Collaborate with internal teams to resolve issues and protect revenue

Relationship Building

• Develop strong relationships with key stakeholders and decision-makers
• Maintain alignment and advocacy across client organizations

Cross-Functional Collaboration

• Work closely with service delivery, support, and technical teams
• Leverage internal expertise to propose tailored solutions that meet client needs

CRM Documentation

• Maintain accurate records of customer interactions, opportunities, and pipeline activity in ConnectWise

Sales Performance

• Meet or exceed quarterly and annual sales targets, including new revenue, growth, and retention metrics

Client Engagement

• Maintain consistent presence with clients through regular check-ins, meetings, and on-site visits
• Travel as needed to support relationship building and sales efforts

Performance Expectations

• Generate a minimum of six (6) new opportunities per week
• Conduct at least six (6) customer appointments weekly, including:
  • Two (2) in-person meetings
  • Four (4) virtual meetings via Microsoft Teams
• Maintain monthly engagement with managed service customers
• Participate in ongoing training on emerging technologies and services
• Maintain consistent and reliable attendance

Qualifications Skills

Core Competencies

• Proven success in closing sales across new and existing accounts
• Strong relationship management skills in complex customer environments
• Ability to assess and manage customer risk
• Excellent communication, organizational, and time management skills

Technical Skills

• Microsoft Office 365 Suite
• ConnectWise or similar CRM platforms
• Additional software as assigned

Work Requirements

• Ability to travel as needed for client meetings and sales activities
• Ability to use hands for handling equipment and perform standard office tasks
• Ability to communicate effectively and interpret written documents
• Ability to occasionally lift up to 25 pounds (reasonable accommodations available)

Additional Expectations

• Adherence to company compliance policies and standards of conduct
• Commitment to company values and professional integrity in all interactions
• Responsibility to report any suspected violations of law or company policy

Why Join Path Forward IT?

Path Forward IT, a Blue Alliance company, is a nationally recognized managed services provider (MSP) that exclusively supports the healthcare industry. Ranked among the top 15% of MSPs nationwide, we deliver world-class IT services that ensure technology never stands in the way of patients receiving the care they need. Our work is driven by urgency, empathy, and a patient-centered mindset. We understand the critical nature of healthcare operations and prioritize our work to empower providers to focus on what matters most: delivering exceptional care. Founded in 2002, Path Forward IT has grown to a team of over 100 professionals located across 40+ states. We foster a collaborative, career-focused culture where team members thrive. Many of our employees have been with us for years, and we regularly celebrate 5- and 10-year milestones.

A Team Environment Built for Growth

Joining Path Forward IT means working alongside IT specialists supporting complex, enterprise environments. As part of the Blue Alliance network, you gain access to a community of hundreds of peers and experts across the country. This means more opportunities for learning, professional development, and career advancement without losing the close-knit feel of a smaller team.

You’ll enjoy the best of both worlds:

• The autonomy and client engagement typical of a local MSP
• The resources, support, and structure of a leading national IT services organization

A Unique Opportunity Through Blue Alliance

As a Blue Alliance partner company, Path Forward IT provides team members with unmatched opportunities to learn, lead, and succeed. Each company in the network maintains its unique identity while working toward shared goals. If you’re looking to make a meaningful impact and grow your career in a supportive, future-focused environment, this is the place for you.

Benefits of working at Path Forward IT:

• Be part of a fun, awesome team
• 9 paid holidays
• 401K Retirement with matching contributions
• Excellent medical, vision and dental insurance
• Life insurance and disability insurance
• Cell phone stipend
• 3 weeks PTO

Top Reasons our Employees Love Being Part of the Blue Alliance Family:

1. Entrepreneurial Culture
2. Fast-paced Flow, with a Variety of Projects
3. Collaborative Work Environment
4. Training Certifications
5. Career Growth Opportunities

Ready for the next step?

The greatest rewards are reserved for those who want to be better and then put in the hard work, to be their best version of themselves. Interested applicants should click to submit their resume and application above.

Please be advised we, Path Forward IT, participate in E-Verify.