What does a client executive do?
A client executive is responsible for managing client account portfolios, establishing long-lasting business relationships between the clients and the company. Client executives handle the project management procedures, monitoring project milestones, and ensuring that the deliverables adhere to the clients' specifications and business requirements. They closely coordinate with the clients for updates and informing them of plan adjustments as needed. A client executive must be highly communicative and organizational, especially on researching new business opportunities that would bring more revenues and resources to support business goals and objectives.
Client executive responsibilities
Here are examples of responsibilities from real client executive resumes:
- Assist sales team by cold calling and bringing in new leads and inputting data into Salesforce.
- Utilize meetings and various opportunities to manage NetSuite CRM, building pipelines and providing insight into existing campaigns/revenue.
- Manage inbound client requests on sustain development of an enterprise SaaS analytics reporting suite.
- Analyze data, and report on KPIs and trends.
- Produce organic growth through new, profitable accounts, as well as cross-selling & account rounding existing account.
- Create and maintain mass email marketing tools for field sales reps and club managers in designate sales territory using Salesforce.
- Position IBM client teams and associate business partners for all facets of government and healthcare to maximize revenue from current accounts.
- Advance technology integrator to large healthcare systems.
- Identify cross-selling opportunities and enable collaboration across business enterprise.
- Partner with senior executives to tailor process architecture and supporting policies, procedures and guidelines.
- Structure and sell solutions focuse on business intelligence software, analytics consulting and business transformation services.
- Leverage global experience, supply chain expertise, and client/reseller relationship to solidify results and benchmark success.
- Require strong communication skills, sensitivity, compassion and ability to interpret and analyze insurance laws and scientific journals.
- Provide value add recommendations to the senior management for strategic CRM implementation by analyzing the business requirements and current market trends.
- Cultivate sales relationship at every level from the (CxO) executive suite to departmental managers.
Client executive skills and personality traits
We calculated that 7% of Client Executives are proficient in Cloud, Customer Service, and Customer Satisfaction. They’re also known for soft skills such as Customer-service skills, Leadership skills, and Analytical skills.
We break down the percentage of Client Executives that have these skills listed on their resume here:
- Cloud, 7%
Managed vendor bake off and evaluation of converged Infrastructures, monitoring and cloud orchestration tools.
- Customer Service, 6%
Delivered sales of technology products, business development, account management and customer service for Government and Education accounts.
- Customer Satisfaction, 5%
Assured superior service delivery and customer satisfaction using extensive process knowledge, health and human services software product expertise.
- Account Management, 5%
Gained experience in client acquisition and account management while facilitating sales growth and daily business operations.
- Client Relationships, 5%
Leveraged and networked with leadership and key field positions to increase knowledge of customers business resulting in enhanced client relationships.
- C-Suite, 4%
Developed and managed relationships with C-suite level executives and various other stakeholders to create viable business solutions and drive revenue.
"cloud," "customer service," and "customer satisfaction" are among the most common skills that client executives use at work. You can find even more client executive responsibilities below, including:
Customer-service skills. To carry out their duties, the most important skill for a client executive to have is customer-service skills. Their role and responsibilities require that "when helping to make a sale, sales managers must listen and respond to the customer’s needs." Client executives often use customer-service skills in their day-to-day job, as shown by this real resume: "service delivery manager, responsible for managing fortune 100 customer projects from inception to delivery. "
Leadership skills. Many client executive duties rely on leadership skills. "sales managers must be able to evaluate how their sales staff performs and must develop strategies for meeting sales goals.," so a client executive will need this skill often in their role. This resume example is just one of many ways client executive responsibilities rely on leadership skills: "initiated horizontal leadership meeting and partnership to improve client service delivery. "
Analytical skills. Another skill that relates to the job responsibilities of client executives is analytical skills. This skill is critical to many everyday client executive duties, as "sales managers must collect and interpret complex data to target the most promising geographic areas and demographic groups, and determine the most effective sales strategies." This example from a resume shows how this skill is used: "employed on the graduate scheme, gained extensive training in client management, account planning, communications and data analysis. "
Communication skills. client executive responsibilities often require "communication skills." The duties that rely on this skill are shown by the fact that "sales managers need to work with colleagues and customers, so they must be able to communicate clearly." This resume example shows what client executives do with communication skills on a typical day: "document all communications with company crm as well as end-to-end business processes. "
The three companies that hire the most client executives are:
- NFP Ventures309 client executives jobs
- Change Healthcare64 client executives jobs
- VMware58 client executives jobs
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Compare different client executives
Client executive vs. Major account manager
Major account manager responsibilities include growing strong relationships with customers, liaising with chief business executives and stakeholders, as well as making sales reports. Also, they answer the client's questions and determine new business opportunities between current customers. They also act as a liaison with cross-functional internal teams, which include customer service and product development departments, to enhance the overall customer experience. Additionally, they negotiate contracts and ensure that agreements increase profits. The work may require periodic travel.
While similarities exist, there are also some differences between client executives and major account manager. For instance, client executive responsibilities require skills such as "c-suite," "infrastructure," "vmware," and "client satisfaction." Whereas a major account manager is skilled in "digital marketing," "sales strategies," "software solutions," and "relationship building." This is part of what separates the two careers.
On average, major account managers reach similar levels of education than client executives. Major account managers are 4.7% less likely to earn a Master's Degree and 0.2% less likely to graduate with a Doctoral Degree.Client executive vs. Business development account manager
A business development account manager is in charge of developing strategies to identify new business and client opportunities, ensuring sales growth and customer satisfaction. They typically perform research and analysis to gather data, coordinate with analysts and experts, produce sales and progress reports, and maintain records of all transactions. Furthermore, a business development account manager must build positive relationships with clients and secure sales by reaching out to customers through calls, correspondence, or appointments. They may offer products and services, process payments, and handle inquiries or concerns.
Each career also uses different skills, according to real client executive resumes. While client executive responsibilities can utilize skills like "cloud," "customer satisfaction," "client relationships," and "cloud computing," business development account managers use skills like "salesforce," "product line," "relationship building," and "relationship management."
In general, business development account managers achieve similar levels of education than client executives. They're 2.5% less likely to obtain a Master's Degree while being 0.2% less likely to earn a Doctoral Degree.Client executive vs. Senior business development manager
As senior business development manager is mainly responsible for creating and maintaining solid relationships and making business decisions. They do plan ways to grow the business, find areas of client needs, manage business negotiations, and review and approve other business decisions. It is expected in their job to seamlessly complete target deadlines and delegate tasks to subordinates. Moreover, they should be able to have good working relationships with employees and clients, so good communication and interpersonal skills are necessary.
Some important key differences between the two careers include a few of the skills necessary to fulfill the responsibilities of each. Some examples from client executive resumes include skills like "c-suite," "infrastructure," "vmware," and "client satisfaction," whereas a senior business development manager is more likely to list skills in "market research," "strategic partnerships," "product management," and "product development. "
Senior business development managers earn the highest salary when working in the manufacturing industry, where they receive an average salary of $128,937. Comparatively, client executives have the highest earning potential in the technology industry, with an average salary of $137,936.senior business development managers typically earn higher educational levels compared to client executives. Specifically, they're 7.4% more likely to graduate with a Master's Degree, and 0.6% more likely to earn a Doctoral Degree.Client executive vs. Strategic accounts manager
A strategic accounts manager is an individual who is responsible for establishing and maintaining productive relationships with new and existing large clients. Strategic accounts managers assign staff members to provide help and support with client accounts and how they can be of service to the clients. They are required to create an appropriate sales strategy for each of their clients and identify needs. Strategic accounts manager must also create comprehensive reports on client sales and strategy to their upper management.
Types of client executive
Updated January 8, 2025
