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 company’s 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.

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