Account Executive

• Work hard to bring on new clients within the SMB sector through various prospecting methods and support from the SMB SDR team
• Manage the entire sales process from initial contact through to closing, including assessment of client needs, presentation of products and services, and finalization of sales
• Conduct demonstrations of the platform and leverage proof of concepts, such as trials and data enrichment reviews
• Engage clients throughout the sales cycle to ensure alignment and understanding of their needs and business objectives
• Conduct negotiations with prospects and clients to finalize sales meeting customer satisfaction and company revenue targets
• Utilize effective negotiation techniques to secure favorable terms and maximize business outcomes
• Maintain accurate records of all sales activities including demo dispositions, opportunity creation, and stage progression within the CRM system
• Ensure the CRM database is up-to-date and reflective of all client interactions and sales transactions
• Utilize Configure, Price, Quote (CPQ) software to accurately quote prices and configurations for products and services
• Ensure quotes are generated efficiently and align with internal guidelines and customer requirements
• Conduct regular sales forecasting to predict revenue streams and adjust sales strategies accordingly
• Utilize forecasting tools to manage and anticipate sales volumes, helping to inform business decisions and operational planning
• Perform other duties as required or assigned by manager

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