Bookkeeping service sales agent vs enterprise account executive

Differences between bookkeeping service sales agent and enterprise account executive duties and responsibilities

Bookkeeping service sales agent example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Deliver a full PNC conversation with every client interaction to identify appropriate PNC solutions.

Enterprise account executive example responsibilities.

• Utilize CRM system to order services, plan implementation, manage reporting, and document sales.
• Lead renewals of client contracts and assist account executives with cross-selling opportunities to increase key sales.
• Market, sell, train, service, and manage new customers for VoIP and IP technology.
• Work with clients in identifying problem accounts and developing appropriate strategies for managing and upselling the account.
• Manage a daily, weekly, and monthly sales funnels and pipelines to track accounts from initial call to close.
• Qualify new leads and request site surveys to determine serviceability of prospects; including submission of ROI analysis to sales management.
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