An Account Executive, or Key Account Executive, works directly with clients to learn their goals and establish how the company can meet them. Their duties include regularly meeting quotas, goals and other forms of client expectations, helping clients understand the limits of their budget or resources and consistently meeting project deadlines laid out by the client.
• Communicating with clients and gathering information about a project’s scope, budgets and timelines
• Meeting with other executives to discuss clients’ project goals, progress and outcomes
• Developing budgets and timelines for clients and the company they work for
• Coordinating teams to meet project milestones
• Assembling new teams to meet clients’ or businesses’ goals
• Reporting and recording all sales activities in a web-based CRM system
• Qualifying inbound leads and prospects via phone and email
• Organizing regular client meetings to ensure excellent customer service
• Prospecting new sales by cold calling businesses
• Holding virtual demonstrations with an end goal of earning a prospect’s business
• Preparing and presenting proposals and bids
• Negotiating terms and conditions with clients
• Collaborating with key decision makers to identify opportunities and develop ideas that deliver sales results
• Uncovering and understanding a company’s needs
• Attending trade shows and hosting customer events
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