Account Executive
Who is an Account Executive?
An account executive is responsible for catering to the needs of existing customers and closing new accounts to create more customers. They usually have a revenue target they need to fulfill.
Role of an account executive
The primary role of an account executive is to maintain good relationships with existing customers, get new customers onboarded, meet the revenue target for the company, and more depending on the type of business.
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- Create and prioritize campaigns. Add leads. Assign users.
- Create customizable customer details forms and message templates. Add attachments.
- Get complete lead history. Make calls through auto dialer.
- Send instant WhatsApp, email and SMS without saving customer details manually.
- Set follow-ups and never miss a single lead.
- Prioritize leads and assign tasks to other members.
- Get sales pipeline overview and call reports.
- Track and manage team performance.
- Get both direct and custom integrations. Capture all the leads in one place.
- Access the Marketplace for value-added services.
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