Account Executive

Role Overview

The Account Executive will manage client relationships, maintain internal communications, and use Salesforce to drive operational efficiency and sales success. This role requires a detail-oriented individual capable of multitasking and prioritization. The Account Executive will work with the Vice President to achieve sales objectives and support the Client Success team.

What You Will Do

The Account Executive will engage with clients, manage client data, track sales activities, and generate reports to support sales objectives. They will also assist with scheduling calls, meetings, and sales trip planning, and maintain and update client, lead, and prospect data in Salesforce.

Why It Might Be a Fit

The ideal candidate will have strong communication and organizational skills, with the ability to multitask and prioritize. They will be proficient in CRM systems, have a strong knowledge of Microsoft Office Suite, and be comfortable with communicating in a timely and respectful fashion with both leadership and clients.

Requirements

• Attention to Detail
• Communication Skills
• Multitasking & Prioritization
• CRM Expertise
• Technical Proficiency
• Professionalism
• Organizational Skills
• Adaptability