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
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