Accounts Executive | B2B Sales | CRM  

Sales Support

• Help qualify leads and set meetings for prospective clients
• Help log and track information accordingly in HubSpot to make sure deals are up to date
• Help document and create templates for outreach
• Reach out to leads from the inbound channel
• Take notes and help follow-up on action items from discovery calls with potential partners.
• Optimize Hubspot automations/workflows
• Monitor sales performance through sales tracking tools and report progress to the team
• Identify and keep up with sales trends within our industry
• Work with Business Development to create and implement targeted sales strategies
• Identity where improvement is needed in sales practices and make suggestions for improvements

Internal Coordination & Reporting Tasks

• Generate reports from CRM to inform our broader organization & leadership team
• Help submit requests to facilitate the sales process
• Work with internal stakeholders to create a seamless handover process from Business Development

External Communications

• Be familiar with the client’s needs and be able to get them the appropriate information.
• Demonstrate mastery of the company and Client’s offerings (i.e., its product and services)
• Understand, investigate, and solve complex client requests, particularly when multiple departments or teams are involved.
• Identify opportunities for continuous improvement and value, discussing directly with the Business Development team.

• A Bachelor's/College degree or relevant experience in a discipline you’re passionate about
• Experience in outsourcing or professional services
• Experience in B2B sales
• Experience using HubSpot or a similar CRM
• Have 1-3 years of relevant sales experience
• A proven track record of career advancement
• Intermediate knowledge of cloud-based applications (Google Drive, Google Sheets, Google Docs) and MS Office applications
• Excellent verbal and written communication skills
• The ability to understand and communicate complex ideas to customers
• The ability to interpret sales metrics and perform data entry
• The aptitude to quickly learn and navigate new technology, systems, processes, and applications
• Ability to accept feedback gracefully and with an open mind
• A Customer-focused mentality and ability to adapt/respond to client’s with diverse backgrounds