Client Command

Account Executive

• Regular client engagement in person, via phone and web meeting, including tracking/documenting discussions
• Sourcing new sales opportunities through in person, outbound contact
• Meet or exceed targets related to revenue quota, activities and retention metrics as well as existing account growth partnering with dealer services & cx teams
• Become a subject matter expert on our business products and remain up to date on industry news and market challenges
• Utilize reporting systems, aggregated data and CRM tools to aid in tracking, qualifying and managing prospect base
• Ability to quickly identify client needs and suggest appropriate products/solutions and close sales opportunities, providing expertise to directly drive revenue
• Able to build rapport with key contacts at all levels within assigned territory and generate interest
• Maintain and expand your database of prospects within assigned business segment
• Adhere to all quality standards, company values and processes
• Provide regular feedback to leadership about the market and competitor activity

Director

• Own team quota attainment, pipeline coverage and development, and forecast accuracy.
• Lead weekly pipeline, deal strategy, and forecast reviews; enforce qualification, stage integrity, and close discipline.
• Lead by example in the enhanced Client Command selling process.
• Maintain and grow an individual pipeline and book of business by actively prospecting, developing client relationships, and closing new revenue opportunities while leading and supporting the broader revenue team.
• Drive urgency, accountability, and KPI-based performance management across the sales team.
• Coach and develop Account Executives through regular 1:1s, reducing ramp time and improving attainment consistency.
• Oversee execution across new Direct, Affiliate, and other sales channels, ensuring proper engagement, deal quality, margin, and co-selling practices.
• Build and maintain scalable sales playbooks, onboarding, and training programs.
• Partner with sales leadership on territory design, hiring, and scaling the sales organization.
• Establish and reinforce a culture of ownership, transparency, and high performance; celebrate wins and address underperformance quickly.

Account Executive

Director of Revenue Attainment