Account Executive - Remote

The Account Executive role is phone-based and focused on net revenue growth, retention, and relationship development within a defined portfolio of accounts.

Account Executives are responsible for renewing contracts, protecting against termination or loss of revenue, and growing their portfolio through upselling and cross selling.

This role requires superior communication skills, completing individual goals while working in a team environment, and the ability to multi-task while managing priorities.

The role is part client advocate, part sales professional, part support, and part product expert, leading our clients on their records and information management journey from initial transaction through expansion and renewal.

AE’s must demonstrate a capacity to make connections with all types of people and build rapport easily over the phone.

AE’s should have a strong desire to be trained and mentored, excited about building a team, have a track record of success, and motivated to build their careers from the ground up.

Primary Functions:
• Create valued business partnerships with clients within assigned account portfolio and convey a firm understanding of customers’ business
• Articulate compelling value propositions around Access services and solutions
• Deliver information on programs, promotions and products via phone, email, Teams, etc.

to pipeline of potential sales opportunities within assigned accounts
• Create account plans for action to support relationships, retention and revenue goals for assigned accounts
• Develop and maintain a sales pipeline to meet and exceed annual revenue quotas
• Follow Access’ sales methodology to maximize revenue and profitability
• Utilize consultative selling techniques, ensuring customers recognize and agree our solutions meet their needs
• Use Salesforce automation tools to manage client interactions, pipeline, and forecast to ensure accurate reporting and dashboards for tracking and management visibility
• Prepare and distribute client communications & engagement including price increase notifications, issue resolution and follow-up
• Negotiate positive contract renewals, including at risk customer defense and client save efforts
• Host scheduled business reviews with assigned clients and proactively engage with client organizations
• Coordinate with Client Care team for service level requests and follow-up to ensure completion

Education and Years of Experience:
• 2-4 years of relevant work experience in customer success, client experience or sales development
• 1 year of Experience using Sales Automation tools such as Salesforce.com
• Bachelor’s degree in marketing, business, technology, or relevant field of study or equivalent experience

Knowledge, Skills and Abilities:
• Excellent organizational, time management, and follow-up skills
• Strong problem-solving skills with solution-oriented focus
• Exceptional phone/verbal and written communication skills
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