Account Executive managing client relationships at Forbes Travel Guide. Engaging clients, maintaining communications, and driving sales success utilizing Salesforce.
Responsibilities
Proactively engage with clients, nurture accounts, and manage ongoing communications via Salesforce.
Assist with scheduling calls, meetings, and sales trip planning that are aligned with Vice President’s goals.
Maintain and update client, lead, and prospect data. Pipeline management, tracking sales activities, opportunities, and generating reports and performance metrics to support sales objectives.
Facilitate communication between Client Success, internal teams, and Partner Services Account Executives.
Manage Vice President’s email while they are out of office and ensure follow-ups are handled promptly.
Create contracts based on communicated proposals, ensuring timely processing and tracking.
Generate sales reports and analyze data to identify growth opportunities in assigned regions.
Organize and track leads and prospects in Salesforce. Respond to website inquiries and coordinate high-potential opportunities with the Vice President.
Assist fellow Account Executives during peak times, share best practices, collaborate on high-priority accounts, and provide backup support during absences to ensure consistent coverage and client satisfaction across all regions.
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