Account Executive Job Description Template

Use this Account Executive job description template to advertise the open roles for free using You can use this template as a starting point, modify the requirements according the needs of your organization or the client you are hiring for.

Account Executive Job Description Template


Job Brief

We are looking for a competent Account Executive to find business opportunities and manage customer relationships. You’ll be directly responsible for the preservation and expansion of our customer base.

The ideal candidate will be experienced in sales and customer service. We expect you to be a reliable professional, able to balance customer orientation and a results-driven approach.

Your overarching goal is to identify opportunities with prospects and new clients and build them into long-term profitable relationships.


  • Create detailed business plans designed to attain predetermined goals and quotas
  • Manage the entire sales cycle from finding a client to securing a deal
  • Unearth new sales opportunities through networking and turn them into long-term partnerships
  • Present products to prospective clients
  • Provide professional after-sales support to maximize customer loyalty
  • Remain in regular contact with your clients to understand and meet their needs
  • Respond to complaints and resolve issues to the customer’s satisfaction and to maintain the company’s reputation
  • Negotiate agreements and keep records of sales and data


  • Proven experience as an Account Executive, or similar sales/customer service role
  • Knowledge of market research, sales and negotiating principles
  • Outstanding knowledge of MS Office; knowledge of CRM software (eg. Salesforce) is a plus
  • Excellent communication/presentation skills and ability to build relationships
  • Organizational and time-management skills
  • A business acumen
  • Enthusiastic and passionate
  • BSc or BA in business administration, sales or marketing

What does Account Executive do?

On a day-to-day basis, an Account Executive typically performs the following tasks:

  1. Client Communication: Account Executives regularly interact with clients to understand their needs, discuss project requirements, and provide updates on the progress of ongoing projects.

  2. Account Management: They manage client accounts, including organizing and maintaining client records, monitoring account activities, and ensuring all deliverables are met.

  3. Sales and Business Development: Account Executives actively seek out new business opportunities, identify potential clients, and pitch products or services to generate new leads and revenue.

  4. Proposal Development: They work closely with the internal team to develop proposals and quotes for clients, ensuring they align with client needs and budget.

  5. Contract Negotiation: Account Executives negotiate contracts and agreements with clients, ensuring terms and conditions are favorable for both parties and resolving any conflicts that may arise.

  6. Project Coordination: They collaborate with various internal departments, such as marketing, design, and production teams, to coordinate and oversee the execution of projects, ensuring they are delivered according to client expectations and within set timelines.

  7. Client Relationship Management: Account Executives build and maintain strong relationships with clients, acting as a trusted advisor and providing exceptional customer service to ensure client satisfaction and retention.

  8. Reporting and Data Analysis: They analyze sales data, generate reports, and evaluate key performance indicators to identify trends, assess the success of sales strategies, and make data-driven recommendations for improvement.

  9. Market Research: Account Executives stay updated on industry trends, competitors, and market conditions to identify potential opportunities or threats and adjust sales or marketing strategies accordingly.

  10. Administrative Duties: They handle administrative tasks such as maintaining contact databases, preparing sales presentations or materials, and managing expense reports and budgets.

Overall, the role of an Account Executive is to build and maintain strong client relationships, generate sales, and ensure successful project delivery to achieve business objectives.

Account Executive Job Description Examples

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Account Executive• Rootstock Software


Rootstock Software® is disrupting the ERP space! We are a worldwide provider of cloud ERP on the Salesforce Cloud Platform. When combined with Salesforce CRM, Rootstock Cloud ERP offers manufacturing, distribution, and supply chain organizations a single platform to grow and manage their businesses. Rootstock Cloud ERP is a flexible, modern, and digitally connected system that... tra...

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Enterprise Account Executive• Zendesk

By clicking “Apply Now,” I understand and agree that Zendesk and its affiliates will collect and process my information in accordance with Zendesk’s Candidate Privacy Notice.

Job Description...

We are an upbeat and innovative business that takes phenomenal pride in what we do, and the impact we have on businesses. We also care tremendously about the way our employees feel about us. We were ju...

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