Account Executive

• Contact potential & existing customers through various channels to create a pipeline of leads.
• Engage and build rapport with potential customers and determine the suitability of company products/services to their needs.
• Conduct outbound calls, emails, and LinkedIn outreach to identify and qualify leads in the US, UK, and Australian markets
• Build relationships with prospects through consultative communication and follow-ups
• Identify business needs and connect them with the right product or service offerings
• Set qualified appointments or demos for the Account Executives
• Maintain accurate and up-to-date records in the CRM (HubSpot, Salesforce, or Pipedrive)
• Collaborate with internal teams to align lead generation efforts with the overall sales strategy.
• Set sales goals to increase revenue & report sales team performance results.
• Create, distribute, and collect customer surveys, compiling the results in a datasheet or report.
• Conduct general administration tasks.
• Handle customer inquiries and complaints as the first point of contact.
• Ad hoc tasks

Outbound Sales Representative

Inbound Sales Representative

Financial Services Sales Consultant

Senior Salesforce Sales Executive

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Account Executive