Account Executive - Existing Customer
The Role
The Account Executive
- Existing Customer Growth owns the development, protection and expansion of relationships across Agilyx’s established North American customer base. This is a relationship-led growth role focused on proactive account management, trusted customer engagement and disciplined opportunity development - not primarily cold acquisition.
The Account Executive
- Existing Customer Growth owns the development, protection and expansion of relationships across Agilyx’s established North American customer base. This is a relationship-led growth role focused on proactive account management, trusted customer engagement and disciplined opportunity development - not primarily cold acquisition.
The successful candidate will understand customer business priorities, Unit4 environments and transformation roadmaps, then connect those needs to Agilyx professional services, Unit4-related solutions, cloud and transformation initiatives, and complementary Agilyx offerings.
What You Will Do- Grow & Protect Existing Accounts
- Own an assigned portfolio from Agilyx’s 100+ North American customer accounts and develop focused plans for priority customers.
- Build trusted relationships with executives, finance and technology leaders, functional stakeholders and procurement contacts.
- Maintain a consistent customer cadence; identify expansion opportunities, risks, whitespace and next actions early.
- Grow customer value, retention and lifetime revenue through consulting, optimization, upgrades, transformation, software and complementary solutions.
- Lead Unit4-Focused Consultative Selling
- Use developed Unit4 ERP knowledge to understand customer environments, challenges and modernization priorities.
- Lead business-level conversations around ERP optimization, cloud adoption, process improvement and transformation.
- Work effectively in Unit4 co-sell motions and collaborate with Unit4 account teams while advancing Agilyx’s customer and commercial interests.
- Maintain current knowledge of relevant Unit4 products, roadmap developments and licensing/SaaS models.
- Develop Revenue & Manage the Commercial Cycle
- Carry and achieve annual and quarterly revenue/bookings targets; build a healthy, qualified expansion pipeline.
- Identify and close professional-services, cross-sell, upsell and appropriate software/SaaS opportunities within existing accounts.
- Lead commercial progression across estimates, proposals, SOWs, pricing, approvals, procurement and contracting.
- Maintain accurate forecasting, opportunity data and account intelligence in Salesforce/CRM.
- Collaborate & Advocate for the Customer
- Work closely with Professional Services, Delivery, Product, Finance, Marketing, Bid/Proposal resources and executive leadership.
- Stay connected to delivery leaders on customer satisfaction, project status and follow-on needs.
- Act as the commercial voice of the customer while ensuring commitments remain realistic, approved and commercially sound.
- Support RFI/RFP/RFQ and proposal activity arising from assigned accounts.
- Travel & Market Engagement
- Travel within North America for customer meetings, key sales activities, conferences and partner engagements as required.
- Represent Agilyx professionally at customer, Unit4 and industry events.
- 5+ years of B2B account management, enterprise software sales, Technology & ERP business development or a comparable customer-growth role.
- Demonstrated experience working with and selling ERP solutions is required.
- Proven success managing and growing an established portfolio of enterprise and/or public-sector customers.
- Demonstrated ability to identify, develop and close expansion, cross-sell and professional-services opportunities.
- Experience selling complex professional services and/or…
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