An accounts executive is a professional responsible for managing client relationships, driving sales, and ensuring client satisfaction. Key duties include identifying new leads, presenting company offerings, negotiating contracts, and serving as the primary point of contact for clients. This role may also involve financial tasks like tracking budgets, handling invoices, and assisting with financial planning and reporting.
Core responsibilities
Client and sales management:
Identify potential clients and generate new business opportunities.
Develop sales strategies and present company products or services.
Negotiate contracts and close deals to meet sales targets.
Manage ongoing client relationships and serve as the main point of contact.
Financial administration:
Track and manage client budgets and invoices.
Assist in financial planning, budgeting, and forecasting.
Ensure financial accuracy and compliance with regulations.
Prepare and maintain financial reports and statements.
Project and relationship support:
Act as a liaison between clients and internal teams.
Coordinate project deliverables and track progress to ensure deadlines are met.
Prepare briefs, reports, and meeting notes.
Key skills and qualifications
Strong sales, communication, and negotiation skills.
Excellent organizational, time management, and problem-solving abilities.
A solid understanding of financial principles and practices.
Proficiency in software like Microsoft Excel and other financial analysis tools.
Ability to troubleshoot issues and address client concerns.
A bachelor's degree in a related field such as business, marketing, or accounting is often preferred.