Identify and qualify high-potential prospects using CRM data, LinkedIn and market research tools.
Conduct initial outreach, booking discovery calls and presentations for the Chief of Sales to follow up on.
Maintain current market knowledge across UK industry trends to spot new opportunities.
Act as a primary point of contact for assigned client accounts, ensuring a seamless onboarding experience.
Proactively check in with clients to ensure satisfaction, drive product adoption and cross-sell to drive new revenue channels.
Handle client queries promptly and professionally.
Maintain accurate, up-to-date records in our CRM system (Salesforce).
Draft sales proposals, service agreements and statements of work (SOWs) in compliance with UK commercial standards.
Generate weekly and monthly sales pipeline and performance reports for leadership.
Assist in refining internal sales processes, documentation, and client-facing collateral.
Coordinate schedules, product demos, and follow-ups for key client accounts.

3+ years of experience in a sales, account management or client success role (ideally within the B2B or SaaS sector).
Strong familiarity with CRM software (HubSpot, Salesforce, etc) and sales enablement tools.
Exceptional written and verbal communication skills with a natural ability to build rapport with UK-based stakeholders at C-Level.
Elite time-management skills; you can juggle administrative tasks and client calls seamlessly.
A basic understanding of business contracts, sales pipelines and key account metrics.

Account Executive

Key skills