Assistant Account Executive
Assistant Account Executive responsible for generating and qualifying business opportunities, leading discovery and sales presentations, and supporting account executives through effective handoffs. Requires at least two years of client-facing or sales experience, CRM proficiency, and strong pipeline-management and communication skills.
About the job
Responsibilities
- Identify and develop net-new business opportunities through cold outreach, email, LinkedIn, networking events, and other lead-generation channels.
- Qualify inbound and outbound leads through discovery calls, uncovering pain points and developing solution-oriented proposals.
- Lead client discovery sessions, product demonstrations, and formal sales presentations, including preparation of supporting documentation.
- Partner with Account Executives and senior leadership to manage client portfolios, maintain relationships, and ensure effective deal handoffs.
- Collaborate with marketing, operations, and legal teams on underwriting and financial modeling.
- Maintain accurate activity tracking, pipeline hygiene, and deal context in Salesforce or other CRM platforms.
- Monitor sales performance metrics and pipeline development to meet activity and opportunity-generation goals.
- Develop account strategies and outreach initiatives to engage potential clients and facilitate preliminary sales communications.
- Coordinate with internal departments, share customer insights, provide support, and book qualified meetings.
- Travel regionally to support clients and prospecting activities as needed.
Requirements
- 2+ years of professional experience in an SDR/BDR role or a client-facing role in consulting, finance, operations, recruiting, or a similar field.
- Experience selling to asset managers, ownership groups, or other real estate partners; experience in proptech, mobility, or related industries is preferred.
- Demonstrated ability to build relationships, generate opportunities, and accelerate deal velocity.
- Creative ability to communicate value propositions to diverse audiences.
- Data literacy and experience with pipeline management and forecasting.
- Proficiency with sales tools and CRM platforms such as Salesforce.
- Resilient, metrics-driven mindset with strong communication skills and coachability.
- Ability to manage competing priorities in a fast-paced environment and progress toward an Account Executive role.
- Willingness to travel regionally as needed.
- Experience using AI tools to improve workflows and productivity.
Compensation and Benefits
- Annual base salary: $75,000–$95,000 USD.
- Benefits may include healthcare, a 401(k) plan, short- and long-term disability coverage, basic life insurance, stock options, and bonus plans.
Skills
Salesforce, CRM, Lead Generation, Cold Outreach, Discovery Calls, Product Demos, Pipeline Management, Sales Forecasting, B2B SaaS, Financial Modeling, Underwriting, LinkedIn
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