Updated: Aug 11, 2024 - The Client Executive maintains sales forecasts, partners with senior leadership to ensure pipeline requirements for organizational growth, and researches to analyze business opportunities in targeted markets. This role involves developing and executing business strategies, managing sales team activities to boost growth and profitability, and applying technical expertise in public forums to drive thought leadership. Additionally, the executive engages in developing new security solutions, assessing market competition, and leading key initiatives.
Tips for Client Executive Skills and Responsibilities on a Resume
1. Client Executive, Horizon Solutions LLC, Atlanta, GA
Job Summary:
- Work with customers, find out their needs and articulate how The Work can support them
- Arrange & deliver training/workshop-style meetings with clients which are tailored to their needs
- Collecting key information to build the case for renewal – accurately recording insight in actionable format on the systems
- Tracking usage to ensure engagement efforts are effective
- Identifying potential problem accounts to the Account Management team
- Speaking daily with existing users to ensure they are utilizing the service
- Identifying new users who should be given access and introducing them to The Work.
- Meeting and exceeding KPI targets on meeting activity
- Working collaboratively with peers to create bespoke solutions for accounts
- Create and present decks or demonstrations to clients to achieve buy-in for The Work
- Share client insights and learning with colleagues
- Take responsibility for ad-hoc projects
Skills on Resume:
- Customer Engagement and Needs Assessment (Soft Skills)
- Training and Workshop Facilitation (Soft Skills)
- Data Collection and Insight Generation (Hard Skills)
- Usage Tracking and Engagement Optimization (Hard Skills)
- Account Problem Identification (Hard Skills)
- Client Communication and Relationship Management (Soft Skills)
- User Expansion and Onboarding (Soft Skills)
- Meeting KPI Targets (Hard Skills)
2. Client Executive, Summit Consulting Group, Denver, CO
Job Summary:
- Be jointly responsible for the management of a portfolio of clients.
- Liaise between Threefold and retailer partners to ensure campaigns are right for the retailer, client brand and their shoppers.
- Manage relationships across the buying, trading and creative communities at the retailer.
- Participate in brainstorms to help create campaigns that will deliver results for clients
- Establishing creative concepts that can form client proposals.
- Deliver the campaign to agreed budgets and timelines, working with key contacts both internally and externally.
- Take responsibility for the development of the final artwork
- Liaising with third-party suppliers and getting proof of execution reports completed.
- Assist in the evaluation of media performance and presenting results back to brands.
Skills on Resume:
- Client Portfolio Management (Hard Skills)
- Retailer Relationship Management (Hard Skills)
- Cross-functional Collaboration (Soft Skills)
- Creative Campaign Development (Hard Skills)
- Proposal Development (Hard Skills)
- Budget and Timeline Management (Hard Skills)
- Artwork Development and Management (Hard Skills)
- Supplier and Vendor Management (Hard Skills)
3. Client Executive, Oakwood Enterprises, Charlotte, NC
Job Summary:
- Develop and execute sales strategies for solution offerings, industries, and key accounts.
- Develop, retain, and expand business relationships with assigned accounts in the territory.
- Establish a territory plan, account management plans, and strategic sales objectives to manage assigned territory effectively and efficiently.
- Build and assemble strategic partnerships and consortiums with other technology firms to deliver complete solutions.
- Meet and exceed defined sales quotas and build a business.
- Generate leads through existing contacts, marketing events, and prospecting campaigns.
- Work with corporate teams to ensure compliance with policies – specifically, risk and legal.
- Contribute to the development, coordination, and delivery of local marketing campaigns.
- Make prospecting a part of the routine ensuring that new prospects are added to the pipeline consistently.
- Manage several large, complex, enterprise solution opportunities through a 6 to 12-month sales cycle.
- Work with delivery teams to ensure projects and engagements meet or exceed client expectations.
Skills on Resume:
- Sales Strategy Development (Hard Skills)
- Account Relationship Management (Hard Skills)
- Territory Management (Hard Skills)
- Partnership Building (Hard Skills)
- Sales Achievement (Hard Skills)
- Lead Generation (Hard Skills)
- Compliance and Risk Management (Hard Skills)
- Marketing Coordination (Hard Skills)
4. Client Executive, River Tech, Portland, OR
Job Summary:
- Developing and maintaining a strong sense of urgency, initiative, and drive to get things done correctly, with emphasis on working with and through people in the process
- Making decisions under pressure while being considerate of the ideas and advice of others.
- Controlling all aspects of the task to ensure accurate and timely completion
- Oversee current client operations through reporting metrics
- Leading and assisting in touchpoint calls to understand client pain points and develop/offer strategic solutions
- Managing project change orders through the PCO process
- Presenting opportunities for cross-selling and up-selling products to existing clients
- Collaborating on monthly Executive Steering Committee presentations with client’s executive leadership team
- Representing Softheon during on-site Client meetings and presentations
Skills on Resume:
- Sense of Urgency and Initiative (Soft Skills)
- Decision Making Under Pressure (Hard Skills)
- Task Management (Hard Skills)
- Client Operations Oversight (Hard Skills)
- Client Relationship Management (Soft Skills)
- Project Change Management (Hard Skills)
- Sales and Business Development (Hard Skills)
- Executive Communication and Presentation (Soft Skills)
5. Client Executive, Phoenix Management, Austin, TX
Job Summary:
- Meet all key performance metrics and goals on a weekly and monthly basis
- Sell products and services using solid arguments to prospective customers
- Drive lead qualification as sales opportunities are identified by BDRs
- Suggest solutions and innovative ideas to meet client needs as well as creatively solve problems and constraints
- Negotiate contracts and close agreements to maximize profits in a timely and effective manner
- Coordinate with Product Engineering and Operations Teams to estimate accurate project costs and resourcing needs
- Act as a key owner of the tools for tracking and reporting on new leads and relationships
- Improve and maintain visibility and transparency in the sales pipeline and new business processes
- Perform cost-benefit analyses of existing and potential customers
Skills on Resume:
- Effective Sales Techniques (Hard Skills)
- Lead Qualification and Management (Hard Skills)
- Creative Problem Solving (Soft Skills)
- Contract Negotiation (Hard Skills)
- Collaboration with Cross-functional Teams (Soft Skills)
- Utilization of Sales Tracking Tools (Hard Skills)
- Process Improvement and Analysis (Soft Skills)
6. Client Executive, Cedar Strategic Partners, Richmond, VA
Job Summary:
- Develop strategies and plans to drive bookings/revenue/margin growth, account penetration, technology adoption, customer satisfaction, and business outcomes for clients.
- Lead the selling strategy by creating short and long-term plans based on research and a deep understanding of business and technology trends
- Generate and manage accurate sales forecasts on a weekly, monthly, quarterly, and annual basis.
- Ensure that sales/bookings targets are consistently met or exceeded on a monthly, quarterly, and annual basis.
- Create need and deliver large, transformational proposals to clients utilizing GES’s successful go-to-market programs
- Ensure strong interlock with the BU/BEs, Capital, Cisco’s Partner organization, external partners, Marketing, and other key stakeholders
- Manage compensation, rewards and recognition, and career development for the team.
- Maintain and recruit a highly effective sales leadership team by providing ongoing coaching, guidance, development, and feedback.
- Develop and execute against people strategies focused on acquiring and developing a diverse workforce.
- Build and maintain cross-functional executive relationships with clients and Cisco.
Skills on Resume:
- Strategic Planning and Execution (Hard Skills)
- Sales Strategy Development (Hard Skills)
- Forecasting and Goal Setting (Hard Skills)
- Proposal Development (Hard Skills)
- Stakeholder Management (Hard Skills)
- Team Leadership and Development (Soft Skills)
- Diversity and Inclusion Strategies (Soft Skills)
- Executive Relationship Building (Soft Skills)
7. Client Executive, Sterling Advisors, Minneapolis, MN
Job Summary:
- Solicit and maintain favorable contact with current and potential accounts through a multi-level touch program of phone calls, personal visits, e-mail, etc.
- Engage existing customers and prospects to identify business opportunities that can be satisfied with SIS solutions.
- Implement sales tactics and leverage marketing programs to maximize those business opportunities.
- Develop accounts by qualifying leads based on all available outside information as well as direct customer interaction.
- Research and develop quotes, and provide information, pricing, and availability to customers.
- Learn and maintain a working knowledge of the SIS's eight core competencies
- Enter orders and manage tracking and logistical issues with customers.
- Assist management in the development of monthly, quarterly, and annual sales forecasts and goals
- Work with management to develop proactive marketing campaigns, seminars, or customer events to meet objectives.
- Accurately enter, update, and maintain prospect information in sales management database for processing sales, and keeping comprehensive and accurate client information.
Skills on Resume:
- Relationship Management (Soft Skills)
- Business Development (Hard Skills)
- Sales Strategy Implementation (Hard Skills)
- Lead Qualification (Hard Skills)
- Quoting and Proposal Development (Hard Skills)
- Product Knowledge (Hard Skills)
- Order Management and Logistics (Hard Skills)
- Forecasting and Campaign Development (Hard Skills)
8. Client Executive, Pinecone Dynamics, Tampa, FL
Job Summary:
- Build and maintain strong, long-lasting client relationships with new and existing clients to increase company revenue.
- Ensure timely and successful delivery of Geneia solutions according to client needs and objectives.
- Coordinate the involvement of company resources, to meet account performance objectives and client expectations.
- Proactively assess, clarify, and validate client needs on an ongoing basis.
- Partnering with the Sales, Implementation, Support, and Product teams to prioritize and solution efforts that best address client needs.
- Build strong relationships with internal business partners leading to maximization of customer satisfaction, growth, and profitability of Geneia.
- Build and maintain strong, long-lasting client relationships with new and existing clients to increase company revenue.
- Ensure timely and successful delivery of Geneia solutions according to client needs and objectives.
- Coordinate the involvement of company resources, to meet account performance objectives and client expectations.
- Proactively assess, clarify, and validate client needs on an ongoing basis.
- Partnering with the Sales, Implementation, Support, and Product teams to prioritize and solution efforts that best address client needs.
- Build strong relationships with internal business partners leading to maximization of customer satisfaction, growth, and profitability of Geneia.
Skills on Resume:
- Client Relationship Management (Soft Skills)
- Project Management (Hard Skills)
- Needs Assessment and Validation (Soft Skills)
- Cross-functional Collaboration (Soft Skills)
- Internal Relationship Building (Soft Skills)
- Communication Skills (Soft Skills)
- Problem-solving Skills (Hard Skills)
- Strategic Thinking (Soft Skills)
9. Client Executive, Crestview Business Solutions, Omaha, NE
Job Summary:
- Maintain sales forecasts and partner with senior leadership to determine pipeline requirements for sustained organizational growth.
- Conduct research and analysis of business opportunities within the identified target markets
- Develop business plans and strategies and evaluate results.
- Manage and direct the activities of sales team members in pursuit of increasing Jacobs’ growth and financial profitability.
- Apply technical proficiency to drive thought leadership in public forums with business and technical leaders through selected speaking engagements and involvement in key industry events.
- Partner with operational SMEs to research and drive new security solutions for pre-sales engineering to address client challenges.
- Assess competition and potential markets by analyzing growth strategies.
- Effectively engages with operational and sales resources, channel management, and marketing to develop and deliver requisite sales products.
- Develop and execute a focused Client Engagement Plan.
- Recommend, review, and approve policies and procedures for area of responsibility and/or application across CMS.
- Serve as an advisor on major projects and programs.
- Lead implementation of quality, safety, and BeyondZero program in area of responsibility to promote an incident- and injury-free culture.
Skills on Resume:
- Sales Forecasting and Pipeline Management (Hard Skills)
- Market Research and Analysis (Hard Skills)
- Business Planning and Strategy Development (Hard Skills)
- Sales Team Management (Hard Skills)
- Thought Leadership and Public Speaking (Soft Skills)
- Solution Development and Pre-sales Engineering (Hard Skills)
- Competitive Analysis and Market Assessment (Hard Skills)
- Collaboration and Stakeholder Engagement (Soft Skills)