CAP Index

Account Executive

• Own and manage inbound and outbound sales opportunities through the full sales cycle
• Qualify and nurture leads to determine fit, scope, complexity, and potential value
• Conduct discovery calls and run product demonstrations
• Present solutions, pricing, and proposals aligned to customer needs
• Maintain accurate, timely CRM records and pipeline reporting
• Collaborate closely with sales leadership to align opportunities based on complexity and future growth potential
• Meet or exceed assigned sales quota
• Support smooth transitions to onboarding, account management, or support teams
• Travel occasionally for client meetings, conferences, or strategic engagements

Account Executive – B2B Sales, Mid-Market

Administration

• Maintain CRM data quality, integrity, and overall system hygiene
• Monitor pipeline activity and identify missing information, stalled opportunities, process gaps, and reporting inconsistencies
• Conduct routine audits of sales records, contacts, accounts, opportunities, and activities
• Ensure sales opportunities are progressing through the CRM in accordance with established sales processes
• Support forecasting efforts through accurate pipeline tracking and reporting
• Assist sales leadership in maintaining pipeline governance and stage discipline
• Create and maintain recurring sales reports, dashboards, and performance metrics
• Analyze historical sales activity, trends, conversion rates, and pipeline performance
• Identify patterns, opportunities, bottlenecks, and areas for improvement
• Assist leadership with quarterly planning, sales reviews, and forecasting initiatives
• Support the development and maintenance of KPI scorecards and sales performance reporting
• Prepare, process, and track customer order forms and agreements
• Manage DocuSign workflows and contract execution processes
• Perform preliminary reviews of customer purchasing requirements, legal terms, and onboarding documentation
• Coordinate internally to ensure smooth order processing and customer onboarding
• Maintain pricing records, sales documentation, and internal reference materials
• Serve as a resource to sales team members regarding sales processes, pricing, forms, and procedural questions
• Organize sales meetings, team reviews, and planning sessions
• Prepare meeting agendas, capture notes, document action items, and coordinate follow-up activities
• Help maintain sales playbooks, process documentation, and internal knowledge resources
• Support onboarding and training of new sales team members
• Assist with development and maintenance of sales content, templates, and operational resources
• Utilize CRM (Zoho), Microsoft 365, Teams, DocuSign, AI tools, and other business platforms to improve productivity and efficiency
• Leverage tools such as ChatGPT and AI-assisted technologies to streamline administrative tasks, reporting, documentation, and workflow management
• Identify opportunities to automate repetitive tasks and improve business processes
• Assist with implementation and adoption of new sales technologies and operational initiatives

Account Executive – B2B Sales, Mid-Market

Sales Support Administrator