WHAT DOES AN ACCOUNT EXECUTIVE DO?

An Account Executive in this context specializes in selling SaaS products to top-level executives like CMOs, VPs, and Directors, focusing on complex, long-term deals. They play a crucial role in acquiring new clients for Salsify globally, utilizing strong presentation and problem-solving skills. This professional is also expected to master the Skillz platform and understand its impact on the mobile gaming industry, using a consultative sales approach to address business challenges and secure strategic sales victories in a sophisticated sales landscape.

An Review of Professional Skills and Functions for Account Executive

1. Account Executive Functions

  • Drive sales growth by finding and closing business in Mid-Market and SMB Segments defined as business with more than 50 locations nationally
  • Close complex deals involving multiple C-level decision-makers and stakeholders
  • Working with team to build custom presentations/demonstrations of product for prospective clients
  • Running effective Proof of Concept campaigns to prove BirdEye value
  • Reporting on sales activity and metrics in CRM
  • Managing the full sales cycle in a team selling environment
  • Work closely with Product and Customer care teams
  • Manage pipeline, sales activity and have the ability to accurately forecast
  • Experience selling to CMO, CEO, Digital Marketers or Heads of Social Media


Experienced in Skills: Sales Growth, Complex Deal Closing, Custom Presentations, Proof of Concept Campaigns, CRM Reporting, Full Sales Cycle Management, Collaboration with Teams, Pipeline Management and Forecasting

2. Account Executive Essential Functions

  • Sell SaaS to business units and key personas that include CMOs, VPs, & Directors
  • Navigate complex, multi-year deals with several stakeholders over several months (evangelising PXM does not happen overnight) with the ability to solution sell and close an initial land opportunity
  • Be a key driver in Salsify’s continued new logo acquisition on the national and worldwide stage
  • Be effective at presenting, objection handling, and offering solutions
  • Become an expert with the Skillz platform, mobile gaming at large, how the two interplay and how Skillz enhances gaming for players and game developers
  • Consult with prospects about business challenges, GAPS and requirements
  • Be a sales professional with the ability to strategically target and navigate a successful sales outcome in a complex sales environment
  • Partner with technical team and product specialists where required to address customer requirements
  • Work with marketing to plan and execute lead generation campaigns
  • Work with Sales Development Representatives to optimize a proactive sales approach and ensure an active pipeline of new leads and selling opportunities


Experienced in Skills: Salesmanship, Deal Management, New Business Acquisition, Presentation Skills, Product Expertise, Consultation Skills, Strategic Sales, Collaboration

3. Account Executive Responsibilities

  • Routinely meet with the accounts executive and senior leadership to further develop partnership opportunities, target objectives and report progress
  • Charter relationships and communications marketing, branding, and communications team
  • Jointly developed marketing collateral and/or events
  • Manage relationships and communications between Willow’s software development teams and the accounts' technical resources
  • Identify and develop new business opportunities inside of the account which includes a global sales force
  • Present the companies capabilities, present to prospects, qualify potential opportunities and the account’s sales team
  • Direct Interaction with Fortune 500 customers and partners
  • Demonstrated experience in presenting and meeting with Clients
  • Working knowledge of the design, construction, or management of corporate, commercial real estate or infrastructure
  • Preferred knowledge of real estate technology and the property technology market segment


Experienced in Skills: Strategic Partnership Development, Relationship Management, Collaborative Marketing, Technical Liaison, Business Development, Sales Presentations, Client Interaction

4. Account Executive Accountabilities

  • Engage with retailers at multiple levels to gain an understanding of retailers’ objectives driving their business
  • Evaluate and analyze retail businesses and sales operations (including forecasting)
  • Make recommendations to retailers utilizing software technology in order to increase margins and potential future sales
  • Demonstrate how clients can utilize software solutions to create more efficiency in their stores
  • Cultivate strong relationships with retail clients to drive additional sales of software solutions
  • Maintain relationships with existing clients to improve overall customer satisfaction
  • Develop strategic plans with existing clients to identify opportunities with software solutions and ensure plans 
  • Document progress of client activity
  • Collaborate with other departments to resolve customer issues
  • Experience with technology
  • Experience with professional or solution based selling
  • Eagerness to learn and grow with a stable, successful company


Experienced in Skills: Retailer Engagement, Retail Analysis, Recommendations, Software Solutions Demonstration, Client Relationship Building, Customer Satisfaction, Strategic Planning, Documentation and Collaboration

5. Account Executive Details

  • Own full sales cycle for inbound and outbound deals 
  • Research and identify new leads in market 
  • Execute email & calling outbound prospecting campaigns 
  • Deliver amazing product demos & winning proposals 
  • Exceed revenue and activity goals  
  • Work strategically with internal teams to continuously improve processes 
  • SaaS / Tech strongly 
  • B2B preferred 
  • History of Top Performance  
  • Great communication skills - active listening, rapport-building, empathetic 
  • Thrive in a fast-paced target-driven environment


Experienced in Skills: Sales Cycle Management, Lead Generation, Outbound Prospecting, Product Demonstrations, Proposal Writing, Sales Performance, Process Improvement, SaaS/Tech and B2B Expertise

6. Account Executive Overview

  • Own all aspects of the inside sales process on defined opportunities including ongoing qualification, product demonstration, evaluation, qualification, pricing, negotiation and closing sales
  • Build a pipeline of both short-term and longer-term opportunities, focusing on inbound leads
  • Know product features and key benefits inside and out and act as a subject matter expert to provide potential clients with product quotes and industry knowledge
  • Travel to and network at conferences and industry events to build pipeline, which includes setting up and manning the booth and lead follow up
  • Leverage personal network to generate leads and close deals
  • Maintain visibility into activities through accurate reporting in CRM software
  • Document and report feedback received from prospects and sales interactions to management
  • Stay current on competitive data, KYC/AML regulations and competitive trends


Experienced in Skills: Inside Sales Process Management, Pipeline Development, Product Expertise, Event Networking, Personal Network Utilization, CRM Software Proficiency, Feedback Documentation, Competitive Awareness

7. Account Executive Tasks

  • Engage, qualify, and create relationship maps/organizational alignment within each account.
  • Maintain and grow on a year-over-year basis existing market share
  • Clearly understanding clients' goals and helping them achieve key business outcomes.
  • Serve as a single, high-level point of escalation for customer satisfaction issues.
  • Effectively create and supplement pipeline with a superior prospecting mentality, experience with prospecting tools and real, bottom line results in pipeline contribution
  • Own the demonstration and sale of complete value proposition via the telephone, web conferencing, and face to face customer meetings
  • Become a master of the full range of Cosential technology, products, and services and be able to identify how these products and services align to customer needs
  • Collaborate with colleagues, cross-functionally, to support the sales process
  • Building and maintaining internal relationships within both sales and marketing as well as coordinating with numerous internal contacts and key customer influencers in all regions of the world is a requirement to ensure successful pre and post-sales support of client's needs.


Experienced in Skills: Relationship Building, Market Share Growth, Client Understanding, Customer Satisfaction, Prospecting Skills, Sales Presentation, Product Knowledge, Collaboration, Relationship Management

8. Account Executive Key Accountabilities

  • Previous agency account management experience 
  • Proven work with Consumer Packaged Goods, and Food/Beverage experience
  • Dispatch security guards to client sites.
  • Client Support – interact with clients, handle all requests
  • Some sales experience is a nice to have – help generate leads, develop them into new accounts.
  • Looking for a real go-getter, someone who wants to grow within a company.
  • Experience working for a Security firm/industry would be a plus
  • Monthly meeting with Prestige team and Business Unit Controller
  • Monthly Field training visit with FSM for personal development
  • Ad hoc contact with Brand, Customer Marketing and National Account Managers to assist various activities and projects


Experienced in Skills: Agency Account Management, Consumer Packaged Goods (CPG) and Food/Beverage Experience, Security Dispatch, Client Support, Sales Experience, Proactive and Growth-Oriented, Security Industry Knowledge, Effective Communication and Collaboration.

9. Account Executive General Responsibilities

  • Formulate comprehensive and insightful strategic account plans with in-depth understanding of the market and customer insights in responsible territory
  • Execute sales strategies, tactics, and innovative solutions effectively to drive patient access and maximize business opportunities
  • Engage HCPs and deliver key messages of product features and benefits effectively using Takeda selling models i.e. TIBE, Agility Plus, etc., and multi-channel engagement tools
  • Support Product manager in executing marketing activities, monitoring the effectiveness of key initiatives, and identifying the key gaps for further development of the marketing strategies.
  • Collect and analyze the market, customer, and competitors intelligence to maximize opportunity and minimize risk for responsible territory and team appropriately
  • Support and collaborate with cross-functional team e.g. marketing, medical affairs, market access and public affairs, etc. to achieve team/ business results
  • Share responsibility for client retention by proactively identifying client risks or opportunities and managing client teams to effectively respond to client needs.
  • Prepare, distribute & update client correspondence from key client meetings (conference reports, memos, etc.)
  • Assist in the development & production of plans, presentations, creative briefs, & proposals.
  • Work with email service providers and campaign management systems to assure appropriate customer segmentation, communication versioning, execution, delivery, etc.


Experienced in Skills: Strategic Account Planning, Sales Strategy Execution, HCP Engagement and Communication, Marketing Support, Market Analysis and Intelligence, Cross-Functional Collaboration, Client Relationship Management, Communication and Documentation

10. Senior Account Executive Roles and Responsibilities

  • Prospect, nurture and close 30 named enterprise accounts
  • Nurture inbound demo requests from the first engagement to close.
  • Manage stakeholders in a creative and professional way.
  • Do an initial deep-dive into understanding inclusion initiatives in order to speak with insight and authority but also to continually learn and stay updated on this ever-changing space.
  • Maintain high activity levels all tracked and logged in CRM.
  • Provide constant feedback to the team/leadership to explore possible improvements
  • Attend sales training and coaching sessions. 
  • Proactively research new innovative sales training programs and books.
  • Collaborate with the team with minimal supervision.


Experienced in Skills: Account Management, Sales Funnel Management, Stakeholder Relationship Management, In-depth Industry Knowledge, CRM Utilization, Feedback and Continuous Improvement, Sales Training and Development, Self-Motivation and Team Collaboration