Bookkeeping service sales agent vs national account executive

Differences between bookkeeping service sales agent and national 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.

National account executive example responsibilities.

• Manage a customer relations management (CRM) system by inputting customer orders and information necessary to manage each account.
• Use SalesForce to effective manage current relationships and new prospects.
• Utilize SalesForce daily in order to effectively prospect and manage sales cycle.
• Manage and negotiate contracts with large strategic IDNs while supporting GPO management.
• Manage OEM relationship from a proactive consultative role proposing strategy and tactics for client base on research data and marketing/engagement metrics.
• Maintain accounts utilizing a detail CRM database and continuous follow-ups.
Show more