Zocks | AI for Advisors

Account Executive

• Take qualified opportunities from SDRs and guide them through the sales cycle.
• Run engaging, tailored product demos.
• Handle objections with confidence and professionalism.
• Manage CRM records with detailed notes and accurate pipeline tracking.
• Negotiate and close deals to meet and exceed monthly quotas.
• Build and maintain strong client relationships post-sale, ensuring satisfaction and identifying upsell opportunities.
• Provide feedback to improve sales playbooks and processes.

Sales Development Rep

• Execute outbound prospecting through calls, emails, and social platforms.
• Research target accounts and identify decision-makers.
• Set qualified meetings for Account Executives and act as first point of contact for prospects.
• Manage and track outreach activities in SalesLoft and Salesforce.
• Collaborate with Marketing and Sales to improve messaging and processes.
• Consistently hit and exceed monthly pipeline creation targets.
• Engage prospects, spark curiosity, and book meetings that lead to sales opportunities.

Account Executive

Sales Development Representative