Main Responsibilities and Required Skills for Account Executive
An Account Executive works in sales, advertising, marketing, and finance in order to manage a specific client or client group. They have regular contact with clients, maintain a relationship with them, and keep them informed about new developments in the company's products or services. In this blog post we describe the primary responsibilities and the most in-demand hard and soft skills for account executives.
Get market insights and compare skills for other jobs here.
Main Responsibilities of Account Executive
The following list describes the typical responsibilities of an Account Executive:
Access
Access leadership opportunities as the company rapidly scales.
Achieve
Achieve and exceed sales targets.
Achieve customer satisfaction targets as measured by customer surveys.
Achieve monthly, quarterly, and yearly sales goals.
Achieve quarterly quotas and annual sales plans.
Achieve sales quota by qualifying inbound / outbound sales efforts.
Achieve scalable sales process.
Achieve weekly sales objectives.
Acquire
Acquire new partner relationships to expand market coverage and drive profitable revenue growth.
Active
Active involvement in the strategic and scientific requirements of the account.
Active outbound prospecting via phone, email and other technologies.
Address
Address and resolve the challenges customers face.
Align
Align IT, DevOps, and the business around the information that helps you.
Analyze
Analyze performance data and explore innovative strategies to meet customers' needs.
Answer
Answer scenario and pricing questions.
Apply
Apply prospecting, retention, cross-selling, and up-selling strategies and tactics.
Apply problem-solving skills to achieve viable solutions for business challenges.
Articulate
Articulate and poised with a clear and concise spoken and written communication style.
Articulate, poised, personable, and quick on your feet.
Assess
Assess customer's needs and provide assistance and information on product features.
Assess your territory and develop a strategic plan to execute against it.
Assist
Assist in any adhoc tasks assigned.
Assist in the skill development and training of clients.
Assist with rate and service agreements with providers.
Assume
Assume campaign stewardship from proposal to invoice.
Attain
Attain and exceed your sales and customer experience goal.
Attain budgeted revenue goals through effective solicitations, promotions and service.
Attain high Net Promoter Score results based on excellent customer support in sales process.
Attend
Attend and participate in events on behalf of the company.
Attend industry and company events / meetings to actively build your professional network.
Attend industry recognised sales training programmes.
Attend networking and socializing events to promote business relationships.
Attend trade shows and industry conventions.
Attend trade shows, events and conferences.
Build
Build an action plan with relevant departments.
Build and maintain an effective four quarter rolling 2-3x pipeline in Salesforce.
Build and maintain healthy pipeline.
Build and maintain positive relationships with decision makers, partners and colleagues.
Build and share opinions about optimal use of our estate.
Build
Build strong, lasting relationships with key partners by understanding their needs and objectives.
Build strong relationships with existing clients to grow book of business.
Build trust & credibility by networking at conferences & awards.
Build, maintain and convert pipeline.
Build strong working relationship with client.
Capture
Capture, maintain, and disseminate accurate and relevant prospect information using Salesforce.com.
Close
Close new business within greenfield territory.
Collaborate
Collaborate across various resources to formulate creative and effective solutions.
Collaborate with internal teams to provide valuable market feedback.
Communicate
Communicate external market feedback to senior leadership of sales / marketing.
Communicate our features and benefits of PB products and services to customers.
Communicate with Partner resources and collaborate where applicable.
Complete
Complete and submit expense reports.
Complete other related duties as assigned.
Complete required training and development objectives.
Conduct
Conduct custom office space searches for tenants working with TenantBase.
Conduct effective and professional client meetings via Google Hangouts and Zoom.
Conduct internal testing and quality assurance (data, functionality and calculations).
Conduct introductory calls, demos, use-case discovery meetings, negotiation and contract execution.
Conduct opportunity follow-up.
Connect
Connect with channel partners to cultivate strategic relationships and product knowledge.
Consistent
Consistent prospecting to grow revenue and account base.
Construct
Construct and present impactful program recaps designed to optimize future strategy and tactics.
Construct, forecast, and manage your sales pipeline via Salesforce CRM.
Consult
Consult and interact with C-Level customer contacts.
Consult on advanced research and maintain thought leadership within and outside of the CAVS team.
Contribute
Contribute in program review debriefings - analyzes and evaluates individual program.
Convert
Convert qualified leads into customers leveraging our MEDDPICC-driven sales process.
Coordinate
Coordinate and assist in leading sales meetings to include site selection and agenda preparation.
Coordinate business development efforts with service and underwriting teams.
Co-sell
Co-Sell with Alliance Partners as needed.
Create
Create and execute account strategies.
Create and execute territory and account plans for prospective clients.
Create and maintain a healthy pipeline of opportunities and generate new revenues.
Create and maintain media lists, handle routine media inquiries and pitch client messaging.
Create and rapidly execute a territory growth plan.
Create and sustains ongoing forums that encourage two-way communication opportunities.
Create & articulate compelling value propositions around services.
Create continuous profitable in-store events to build the business, within budget.
Create estimates with the understanding of fee structure and client parameters.
Create formal networks involving coordination amongst groups.
Create new market share through prospecting and developing a new customer base.
Create opportunities and trust with existing customers.
Create reliable sales forecasts and strive to exceed sales targets.
Create sales demo collateral.
Create strategic and tactical account plans for both new and existing clients.
Create success via innovative solutions to customer issues.
Develop
Develop and build long-term client relationships, act as a corporate ambassador.
Develop and demonstrate a solid understanding of core PR principles.
Develop and execute account strategy for Federal accounts and opportunities.
Develop and execute a field sales business plan that will achieve corporate revenue goals.
Develop and execute Brand campaigns.
Develop and execute regional territory sales and marketing plan.
Develop and maintain relationships within a dedicated account book of Enterprise accounts.
Develop and maintains excellent relations with internal agency departments.
Develop and manages a 30 day forecast and 60-90-120 day pipeline within CRM.
Develop an in-depth understanding of the platform and provide expert consultation to our clients.
Develop a sales strategy to generate new opportunities and ensure over-achievement of goals.
Develop a strategy to secure customer's loyalty.
Develop continued education program for Account Managers.
Develop in-depth understanding of prospective customers.
Develop influencer contracts and deliverables and manage influencer programs.
Develop innovative survey / assessment design.
Develop long-term strategic relationships with key accounts and ensure customer success.
Develop marketing strategies to obtain competitive pricing and terms.
Develop networking teams to create leads and opportunities.
Develop relationships outside IT - tie our solutions to business problems.
Develop relationships within our internal sales organization.
Develop repeat and referral business through excellent service and follow-up activities.
Develop strategic account plans which are shared and mutually agreed with the company and customer
Drive
Drive and support merchant enrollment in Magento Payments.
Drive assortment strategies (provide direction / guidance on assortment and allocation strategies).
Drive plans to achieve and maintain the client as a reference site.
Drive sales results through effective prospecting and pipeline management.
Drive Technology utilization and implementation.
Educate
Educate and provide guidance and direction regarding individual health and life solutions.
Educate customers on the value of Traction's data products in a thoughtful way.
Educate existing clients on Adobe s digital advertising data strategy & insights technology.
Engage with
Engage directly with customers to seek their ideas and feedback.
Engage in regular meetings with prepaid dealer owners.
Engage with Product and Engineering teams to help drive product strategy.
Ensure
Ensure a comprehensive understanding of the region.
Ensure all reporting, Booking, and CRM entry is done accurately and on time.
Ensure client work is always on brand.
Ensure that every effort is made to ensure customer satisfaction.
Ensure the timely update of the sales funnel.
Ensure the work is on brand and achieves client goals.
Ensure you are aware of all client coverage as it appears.
Escalate
Escalate problems issues within install base of customers and named accounts.
Establish
Establish and develop an account-based sales strategy to achieve sales quotas.
Establish and maintain effective working relationships with co-workers, clients and vendors.
Establish and run sector relationships and exceed quarterly sales targets.
Establish positive relationships with senior executives and decision-makers.
Evangelize
Evangelize the Internet's radical transformation of the customer service applications market.
Exceed
Exceed quarterly revenue goals on a consistent basis.
Execute
Execute a clear sales process to drive net new business for the company.
Execute to revenue and user ship goals and targets.
Explore
Explore new communications means and report on campaigns performance.
Facilitate
Facilitate alignment between services and license for effective Account Planning and Strategy.
Find
Find opportunities to pitch.
Focus
Focus on acquiring new enterprise customers in the Canadian and US markets.
Follow
Follow a defined sales process and record all activities in our CRM.
Follow the company multi-stage sales process to convert initial leads into customers.
Follow up either every process of making an advertisement or client's need.
Follow up on insurers' requests to customers.
Follow-up
Follow-up stock level and products availability and propose action plan if needed.
Forecast
Forecast accurately and maintain the system of record in Salesforce.
Forecast management and reporting with a focus on accuracy.
Forecast sales activity and revenue, while creating satisfied customers.
Formulate
Formulate closing strategies.
Formulate pricing structure and negotiate contracts to achieve objectives.
Foster
Foster a culture of teamwork and information sharing.
Foster new relationships and leads for Doji through outbound efforts.
Generate
Generate new business opportunities via outbound calls & emails, social media, & networking.
Generate new business with the world's largest organisations.
Generate sales revenue through closing business.
Give
Give people greater control over what they share online.
Grow
Grow an account base with targeted upsell and cross sell campaigns.
Grow relationships with assigned partners leading to referrals and new customer acquisitions.
Grow the block of business on a profitable basis.
Guide
Guide day-to-day development of advertising activities within approved plans.
Handle
Handle basic research of Client's business and industry to maintain a current knowledge base.
Handle customer service requests from clients.
Handle outbound efforts for extensions, cancellations and relocations.
Help
Help businesses overcome major digital sales and marketing challenges.
Help develop and grow a strong agency culture.
Help new hosts on-board to our platform.
Help our strategic accounts find value in our platform to drive adoption.
Help to check the defective products and follow up.
Help us define the vision and scope of the Lenovo HyperScale team.
Hire
Hire, attract and retain a team of top talented employees.
Hit
Hit and surpass individual and team targets.
Identify
Identify and convert higher education in order to meet revenue targets.
Identify and refer sales opportunities to internal sales teams and other One McKesson business units.
Identify and solicit potential clients in the Toronto territory.
Identify business opportunities and build the sales pipeline.
Identify clients needs and present the proper solutions.
Identify customers' existing technology footprint, growth plans, and competitive landscape.
Identify, document, and inform appropriate parties of any account-specific requirements.
Identify, explore, and document relevant customer challenges.
Identify, initiate contact with and qualify potential customers.
Identify media opportunities and conduct ongoing media outreach.
Identify new business opportunities and prepare compelling pitch.
Identify new growth initiatives to increase the total solution to the customer.
Identify opportunities to improve selling process.
Identify potential customers and understand who the key players are.
Identify, profile and engage with large enterprise prospect accounts.
Identify, prospect, coach, and develop new and existing dealers as required by management.
Increase
Increase revenue and retention rates for specified key accounts.
Input
Input and manage opportunities within company CRM and forecasting tool.
Keep
Keep building and improving on it every day.
Keep Salesforce updated daily with activities, changes, and new opportunity information.
Lead
Lead contract expansion for new and existing IDNs.
Lead contract negotiations.
Lead contract negotiations and early adoption strategies.
Lead project delivery and governance / status against our client's digital road map.
Lead the spirits growth plan in key strategic groups.
Learn
Learn more about Sales at Lever from some members of the team.
Learn from and builds relationships with other team members.
Liaise with
Liaise with internal and client team to complete deliverables and coordinate client approvals.
Log
Log and track all relevant opportunities within SalesForce.
Maintain
Maintain accurate and timely customer, pipeline, and forecast data . #.
Maintain accurate metric reporting to clearly understands performance-to-date and goal percentages.
Maintain accurate sales records, figures and reports in the sales database.
Maintain an accurate forecast of sales pipeline.
Maintain and expands relationships with large enterprises.
Maintain an in depth knowledge of all Kensington Tours product and services.
Maintain an updated and accurate pipeline.
Maintain a positive mindset irrespective of the situation.
Maintain client and INK brand integrity.
Maintain internal CRM (Salesforce).
Maintain knowledge of the market and current technology.
Maintain professional working relationship with manufacturer representatives.
Maintain regular contact with clients and media.
Maintain relationships and cultivate partnerships with HUB Operators.
Make
Make recommendations to underwriter 2, as appropriate.
Make relationships count.
Manage
Manage account through reports.
Manage a complex sales-cycle.
Manage a full and complex sales cycle from lead development through to close and launch.
Manage and communicate pipeline progress to Jungle Scout management.
Manage and coordinate all enterprise sales activities.
Manage and prepare sales support for key prospect meetings (both onsite and virtual).
Manage and report monthly claim tracking results and observations.
Manage a team in a competitive environment.
Manage client expectations for service delivery.
Manage clients accounts throughout their partnership process with leadPops.
Manage clients through the project lifecycle from start to finish.
Manage complementary sales cycles and client success.
Manage contract negotiations.
Manage cycles, from lead generation to customer onboarding.
Manage day to day reporting and invoicing.
Manage day-to-day sales development operations.
Manage, facilitate, and attend weekly meetings.
Manage forecasts and achieve quotas.
Manage full sales cycle from initial conversion.
Manage full sales cycle from initial conversion by the Sales Development Team.
Manage high volume of work while maintaining a high degree of responsiveness.
Manage more junior account management staff on the team.
Manage multiple projects at any time, often at different stages of the process.
Manage pipeline effectively, and foresee risks to win against competition and other blockers.
Manage potential escalations to SAP Executive Management.
Manage production of photography and video assets.
Manage projects for clients, ensuring delivery to deadline and results.
Manage Reseller ACV Attainment.
Manage customer performance, engaging the customer and providing top notch customer service.
Manage customer returns, customer complaints, and product release.
Manage the renewal process within your account base.
Manage the revenue and AR closely with the finance department.
Manage the sales-cycle, including contract generation and other deliverables to close deals.
Manage the success, adoption and growth of existing customers.
Manage the website to ensure detail pages are optimized.
Manage timelines and creative deliverables to ensure consistency and impeccable quality.
Manage, track, and report on all activities and results using Salesforce.
Manage your pipeline and maintain our CRM and the information it contains.
Map
Map client organizations and build relationships with key decision makers.
Measure
Measure potential jobs to determine price and planning.
Meet
Meet and exceed activity, pipeline, and revenue goals on a quarterly basis.
Meet and exceed financial goals.
Meet and Exceed sales revenue and booking goals and overall objectives.
Meet or exceed accounts receivable currency targets including coordinating with central AR as needed.
Meet or exceed monthly quota.
Meet or exceed new customer acquisition goals.
Meet or exceed quarterly revenue quota.
Meet personal and company goals while working efficiently with other members of the organization.
Meet sales deadlines and revenue expectations.
Monitor
Monitor and communicate target market information accurately to management.
Monitor and report satisfaction levels from customers, integrators, consultants.
Monitor client file reviews to assure satisfactory outcomes.
Monitor media coverage of clients and support the account team on daily administrative tasks.
Monitor sales data to measure plan effectiveness flagging issues where appropriate.
Monitor the retention of business and generates new business.
Monitor the media and identify and respond to topics of interest to the team and its clients.
Negotiate
Negotiate business terms with line-of-business, senior management, and C-level executives.
Negotiate the company compensation for services, whether fee or commission-based, accordingly.
Negotiate contracts resulting in long-term commitments.
Nurture
Nurture and expand the company's relationship with customer accounts of various sizes and industries.
Overcome
Overcome prospect objections with a meaningful value-add engagement.
Oversee
Oversee daily monitoring including editing daily report.
Own
Own a client portfolio and manage the sales process end to end.
Own and manage a pipeline of enterprise prospects.
Own and manage weekly statuses with the Account Supervisor.
Own effective meeting handoffs from SDR and ABM team to ensure the client has the ideal experience.
Own and sells to customers in his / her portfolio.
Own the deal from initial inquiry through contract signature.
Own the entire sales cycle from prospecting to close.
Own the relationship with a book of paying, active accounts.
Participate in
Participate and consult in new business pursuits and presentations.
Participate in agency activities and professional development opportunities.
Participate in creation, editing and closure of services proposals.
Participate in internal sales meetings and business development activities.
Participate in strategic thinking and market analysis.
Participate in the tendering process and make presentations to our clients.
Participate to conference and trade shows when requested.
Perform
Perform administrative duties.
Perform all additional and relative duties as assigned.
Perform Monthly revenue review adhering to SoX guidelines and MMC Revenue recognition policy.
Perform other duties as required.
Perform other related duties as assigned.
Plan
Plan and executive tactical sales activities.
Plan, maintain and install all cable and communication conveyance systems.
Plan out your activities and meetings to ensure you are focused on your largest opportunities.
Plan and organize activities to generate profitable growth and sustainable results.
Prepare
Prepare and adapt presentations to the prospects.
Prepare formal proposals and present to decision makers within customer organizations.
Prepare monthly reports detailing activity with current and prospective customers.
Prepare new business applications and participate in managing all aspects of new business process.
Prepare presentations of results, insights for regular meetings with existing clients.
Present
Present expertly to and engage with all pertinent decision makers.
Prioritize
Prioritize accounts in accordance with market sales plan.
Probe
Probe for "cross-sell” opportunities and forward lead to appropriate sales counterpart for follow-up.
Produce
Produce weekly and monthly reports.
Promote
Promote and sell direct to end customers and engage with AWS and / or partners.
Promote positive working relationship with all internal and external customers.
Propose
Propose and present new solutions for security, integrated systems technologies and infrastructure.
Prospect
Prospect and generate your own leads in order to achieve individual quota targets.
Prospect, build and maintain a robust sales pipeline.
Prospect large courses effectively.
Provide
Provide accurate and timely forecasts.
Provide an accurate and up-to-date sales forecast.
Provide clarity of sales pipeline development and forecast.
Provide immediate support for less complex issues.
Provide orientation and training.
Provide post trade show support by calling trade show leads, sending emails and updating database.
Provide product demonstrations using email, phone, video conferencing.
Provide reports to the Account Director or senior management team on request.
Provide solutions for customers with concerns and inquiries.
Provide strategic analysis, ROI calculation and critical thinking.
Provide support and feedback to all future AAE classes.
Provide weekly reporting and forecasts to sales management.
Qualify
Qualify customer security use cases and associated work flow.
Qualify leads from marketing campaigns as sales opportunities.
Qualify leads in partnership with our SDR team.
Ramp
Ramp up schedule including training boot camp at hire and continuous sales and product training.
Receive
Receive invoices from vendor and update in invoice tracker.
Recognize
Recognize new business opportunities through renewal process.
Recommend
Recommend new technology and ideas to improve sprints and efficiency.
Report
Report sales activities in Salesforce, such as meetings and updates to opportunities.
Report weekly and discuss with the Senior VP Sales strategies to win accounts.
Represent
Represent the company as a leader at trade shows, conferences, and industry events.
Represent Studio Director at industry tradeshows and partner conferences in the future.
Represent the company at various trade shows, community and / or business meetings.
Research
Research and profile customer and ecosystem.
Research customer needs and identify how our solutions can deliver value.
Research, gather and store assets for creative development.
Research industry trends and identify potential opportunities for organizational growth.
Research prospective customers, create outreach strategies, and identify sales opportunities.
Research the customer environment to be able to populate the business impact model.
Respond
Respond to and engage with inbound pre-qualified leads to further identify needs and requirements.
Retain
Retain and grow external partner relationships.
Set
Set high standards of excellence to ensure quality assurance in every aspect of work performed.
Share
Share best practices and initiate effective joint coverage model when necessary.
Source
Source new sales opportunities through inbound and outbound calls.
Stay
Stay current and accurate in your forecasting and the information maintained in supporting systems.
Strengthen
Strengthen client relationships.
Suggest
Suggest and implement opportunities to manage search targeting.
Supply
Supply status reports, meeting agendas and contact reports where relevant.
Support
Support revenue growth across our product line, from lead generation to close.
Support the Account / Programme Leadership Team in the budget and planning process.
Support the Account Servicing team on ad hoc initiatives and projects.
Support the creative team to come up with ideas for influencer campaigns.
Support the strategic management and governance of the company.
Take
Take a peek into Adobe life in this video.
Take direction from senior members of the team and maintain a coachable attitude.
Take ownership of their actions and results.
Test
Test and implement new playbooks in order to improve sales efficacy across Canada.
Track
Track all benefits of sponsorships and collaborations to ensure completion and support transparency.
Travel
Travel to prospect and close business.
Understand
Understand and apply Compliance Policies and Procedures.
Understand and experience selling into a VMO / VMS based account.
Understand and navigate complex decision-making processes.
Understand category-specific landscapes and Digital trends.
Understand client data and produce performance reports against client KPIs.
Understand current availability and proactively sell more exposed formats.
Understand prospects & customers business needs and effectively communicate how Okta can solve them.
Understand the different needs and possibilities of different channels.
Understand their needs and challenge their current solution.
Update
Update client workbacks and annual calendars.
Update SalesForce.com database daily / weekly as directed by Sales Management.
Upport
Upport and provide guidance to both field and partner marketing events.
Upsell
Upsell additional products and services to existing customers.
Use
Use retailer sales data and trends to drive insights and commercial action to increase sales.
Use acquired skills and knowledge to assist less experienced employees.
Use
Use sales and negotiation skills to encourage our customers . (.
Use Salesforce every day for tracking activities and, most importantly, forecasting.
Use SFA (Sales Force) as a business tool – recording visits, taking notes for follow-up.
Use the defined Alteryx sales playbook, land and expand, to drive new revenue growth.
Use the Lightning Platform.
Utilize
Utilize available resources to efficiently and effectively achieve objectives.
Utilize the sales pipeline system (CRM) for tracking and maintain all sales functions.
Utilize VE, benchmarking and ROI data to support the customer' s decision process.
Work with
Work with customer to develop a mutual plan for how Adobe can help them transform their business.
Work with existing customers and learn about their strategic priorities and initiatives.
Work with Marketing to follow up on events, campaigns, and leads.
Work with prospects primarily through contact forms, phone, email, and demo.
Work with Sales Development to create opportunities from leads.
Work with the product group to obtain competitive positioning for our solutions.
Write
Write accurate quotes and proposals.
Most In-demand Hard Skills
The following list describes the most required technical skills of an Account Executive:
Sales
Account Management
Marketing
SAAS Sales
Excel
CRM
Consultative Selling
Cloud
Analytics
MS Powerpoint
Technology Sales
Business Intelligence
Customer Service
Prospecting
Word
Revenue Attainment
Solution Selling
Databases
Managing Complex Sales Cycles From Start To Finish
Microsoft Office
Predictive Modeling
ERP
SAP
IT
Software
B2B Sales
Team Selling Environment
HCM
Sales Process
Consultative Selling Methodologies
Project Management
Valid Driver's License
Most In-demand Soft Skills
The following list describes the most required soft skills of an Account Executive:
Written and oral communication skills
Presentation
Organizational capacity
Interpersonal skills
Self-motivated
Problem-solving attitude
Time-management
Negotiation
Self-starter
Attention to detail
Work ethic
Leadership
Multi-task
Analytical ability
Creative
Team player
Sense of urgency
Adaptable to changes
Collaborative
Curious
Desire
Enthusiastic
Competitive
Work independently with little direction
Organized
Resourceful
Flexible
Bilingualism
Entrepreneurial mindset
Priority management
Highly motivated
Proven track record of success
Build client relationships
Integrity
Hunter mentality
Listening
Persevere in a fast paced dynamic environment
Detail-oriented
High energy
Confident
Ambitious
