Account Manager (Sales - B2B)

Title: Sales Account Executive

Job Type: Full-time

Job location: Udaipur (Raj.) on-site

Role Definition

The Account Executive is responsible for converting qualified leads/prospects into clients by influencing and convincing them over sales calls. This role focuses on selling Insurance Services, Accounting Services, and Business Intelligence solutions. The ideal candidate must have B2B

sales experience in the USA, Canada, and UK markets and possess forecasting experience.

Key Responsibilities and Deliverables

Converting Prospects to Clients:

• Understand client requirements to suggest the best possible solutions.
• Develop strategies to improve sales and bring new clients onboard.
• Address objections to gain client confidence and close deals.
  

Providing Sales Proposals to Clients:

• Provide detailed information related to services, pricing, policies, and best practices.
• Share relevant testimonials and references from current clients to build trust.
• Review and execute contractual terms clearly and mutually agreed upon by both parties.

3.

• Explain company services effectively on calls to develop client interest.
• Provide accurate and required information to clients for closing deals.
• Timely follow-up with clients after sales calls.

4.

• Conduct team meetings with the operations head to discuss client requirements.
• Arrange introductory calls with clients to introduce the staff.
• Regular follow-ups with the team and clients to understand challenges and status of the
• relationship.

5.

• Schedule regular meetings with clients to ensure satisfaction and check the health of the account.
• Collaborate with internal teams (e.g., TL, UM, domain heads) to find growth opportunities.
• Assist clients in goal achievement by providing information related to their work.

6.

• Share feedback with the SDR team on the quality of leads (MQLs, wrong industries).
• Conduct regular meetings with SDRs and the email campaign team to tackle industry challenges and possible resolutions.

Measurement Metrics

• Successful conversion of leads to clients to meet targets.
• Client retention through effective handling of concerns.
• Client Happiness Score (After Sales Performance).

Qualifications

• Proven B2B sales experience in the USA, Canada, and UK markets.
• Experience in selling Insurance Services, Accounting Services, and Business Intelligence solutions.
• Strong forecasting experience.
• Excellent communication and negotiation skills.
• Ability to understand client needs and provide tailored solutions.
• Strong organizational and follow-up skills.

Must Have

• B2B sales experience in the USA and Canada markets, and possess forecasting experience.
• Experience in insurance, accounting, & Bookkeeping service selling

• Work from the Office in Udaipur, Rajasthan Location