Account Executive Job San Juan Capistrano area,California USA,Sales

Intro / Job Brief

An Account Executive is an experienced professional with demonstrable sales, customer service, project management, and interpersonal skills. This person should perform well under deadlines and be detail- oriented, as well as be experienced in meeting and exceeding sales goals. Ultimately, an Account Executive should be able to complete pre-established sales initiatives to maintain and promote PFC relationships with prospects and past / current clients.

Account Executives work closely with the Opportunities Team to bring new projects into the company. This role reports to the Sales Manager and is a member of the Sales Team reporting to the Director of Operations - People & Brand.

Responsibilities

Communicate with prospects and past / current clients to identify their needs and secure new project opportunities.

Convert suspects to prospects (or other appropriate marketing status) to ensure that contact data is current for future sales campaigns.

Effectively manage in-house CRM to include proper information, documentation, and follow-up.

Educate clients on PFC services in order to generate sales.

In collaboration with the Technical Team's leaders, cultivate and maintain relationships with past /current / prospective clients, and foster their relationship with others in the firm via introductions, setting meetings, attending networking and industry events, and engaging them regularly with invitations and content.

Complete the necessary information in the Opportunities Checklist to ensure a seamless hand-off to the project team.

Conduct market research, gather information, and propose new contacts for future sales efforts.

Conduct sales activities via phone calls, emails, meetings, and events.

Collaborate with marketing to drive growth and boost revenue.

Commitment to continuous learning and professional development.

Occasional travel; 20% of time.

Qualifications

Bachelor's degree in business, marketing, or a related field preferred or substitute relevant experience.

3-5 years experience in B2B sales, business development, events management, relationship marketing, or similar role.

3-5 years experience in client development and customer service.

Demonstrated progression in business development skills.

Excellent time management and communication skills.

Ability to manage multiple projects independently, yet coordinating with a diverse team and client base.

Minimum of 1-3 years CRM experience is preferred.

KPIs

# of conversations

# of contact status changes

# of new opportunities

# of new projects

# of meetings set (current and prospective decision makers)

** This position is remote or hybrid for Southern California-based hires, with preference given to those in Orange County or LA County.