Intro / Job Brief

An Account Executive is an experienced professional with demonstrable sales, customer service, project management, and interpersonal skills. This person should perform well under deadlines and be detail- oriented, as well as be experienced in meeting and exceeding sales goals. Ultimately, an Account Executive should be able to complete pre-established sales initiatives to maintain and promote PFC relationships with prospects and past / current clients. Account Executives work closely with the Opportunities Team to bring new projects into the company. This role reports to the Sales Manager and is a member of the Sales Team reporting to the Director of Operations - People & Brand.

Responsibilities

• Communicate with prospects and past / current clients to identify their needs and secure new project opportunities.

• Convert suspects to prospects (or other appropriate marketing status) to ensure that contact data is current for future sales campaigns.

• Effectively manage in-house CRM to include proper information, documentation, and follow-up.

• Educate clients on PFC services in order to generate sales.

• In collaboration with the Technical Team's leaders, cultivate and maintain relationships with past /current / prospective clients, and foster their relationship with others in the firm via introductions, setting meetings, attending networking and industry events, and engaging them regularly with invitations and content.

• Complete the necessary information in the Opportunities Checklist to ensure a seamless hand-off to the project team.

• Conduct market research, gather information, and propose new contacts for future sales efforts.

• Conduct sales activities via phone calls, emails, meetings, and events.

• Collaborate with marketing to drive growth and boost revenue.

• Commitment to continuous learning and professional development.

• Occasional travel; 20% of time.

Qualifications

• Bachelor's degree in business, marketing, or a related field preferred or substitute relevant experience.

• 3-5 years experience in B2B sales, business development, events management, relationship marketing, or similar role.

• 3-5 years experience in client development and customer service.

• Demonstrated progression in business development skills.

• Excellent time management and communication skills.

• Ability to manage multiple projects independently, yet coordinating with a diverse team and client base.

• Minimum of 1-3 years CRM experience is preferred.

KPIs

• of conversations

• of contact status changes

• of new opportunities

• of new projects

• of meetings set (current and prospective decision makers)

**This position is remote or hybrid for Southern California-based hires, with preference given to those in Orange County or LA County.