Account Executive (4764)

Job Summary:
The ideal Account Executive is one who can manage existing client relationships, generate new
business opportunities, create compelling proposals, and ensure account receivables are managed
efficiently. This role requires a foundation of proactive communication with strong
organizational and sales skills.

Supervisor Responsibilities:
None

Duties and Responsibilities:
Prospecting New Customers
Identify and target new business opportunities through outbound efforts including cold
calling, networking, and industry events.
Research and qualify leads to build a strong sales pipeline within your targeted vertical.
Initiate and schedule meetings with potential clients to understand their needs and present
company solutions.

Proposals
Develop and deliver customized proposals and presentations that address client needs and
highlight the companys value proposition for each project.
Collaborate with internal teams (e.g., marketing, product, finance) to create accurate and
compelling pricing models, timelines, and deliverables.
Negotiate contract terms and close deals in alignment with company objectives.

Current Book of Business
Maintain and grow relationships with existing clients through regular check-ins,
performance reviews, and upselling opportunities.
Ensure customer satisfaction and retention by presenting up sale opportunities,
addressing concerns and ensuring deliverables are met.
Act as the primary point of contact for assigned accounts, advocating for their needs
within the company.
Lead Management
Track and manage inbound leads in the CRM system, ensuring timely follow-up
Evaluate and prioritize leads based on potential and alignment with target markets.
Coordinate with marketing to refine lead generation strategies based on feedback and
performance.
Managing Account Receivables
Monitor client accounts to ensure timely payments and address overdue invoices.
Collaborate with finance to resolve billing discrepancies and maintain accurate financial
records.
Communicate professionally with clients regarding outstanding balances as needed.

Qualifications

Required Skills and Abilities:
Strong communication, negotiation, and presentation skills
Proficiency in CRM tools (e.g., Salesforce, HubSpot, GoHighLevel, etc.) and Microsoft
Office Suite
Self-motivated, organized, and able to manage multiple priorities
Core Competencies:
Customer Focus, Decision Quality, Action Oriented, Planning and Alignment, Optimize
Work Processes, Ensure Accountability, Drive Results, Collaborate, Develop Talent,
Communicate Effectively

Education and Experience:
2+ years of experience in sales or account management, preferably in a B2B environment
Proven ability to meet or exceed sales targets
Physical Requirements:
Some walking and outdoor exposure on job sites for content creation
Minor staging for shows and exhibitions
Ability to lift up to 30 pounds