Associate Account Executive Job Description

Associate Account Executive Job Description

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Associate account executive provides input on terms and conditions for transactions and work with the Portfolio Manager and internal and external legal counsel to ensure appropriate documentation.

Associate Account Executive Duties & Responsibilities

To write an effective associate account executive job description, begin by listing detailed duties, responsibilities and expectations. We have included associate account executive job description templates that you can modify and use.

Sample responsibilities for this position include:

Generate new client opportunities through established and emerging lead source channels (e.g., HMH Inside Sales team, conferences, webinars, website, current clients, publication orders, RFPs, trade shows, ) and bring those opportunities to a successful close
Acting as the day to day point of contact for the client including the client set –up, resolving and processing day to day request, reviewing documentation for routine policy changes, additions, deletions, renewals or cancellations
Establish standards and increase online penetration as a percent to Brick and Mortar business
Quotes product and service bids, and makes value-added sales proposals to existing customers, to potential customers
Support revenue growth and clients from an assigned list of the largest ad agencies in a given region
Update and create sales proposals and decks proactively position big ideas to our sales teams and assist in presenting ideas to our agency partners and clients
Assist in the management of client campaigns to ensure performance and delivery against client objectives
Understanding the chargebacks process of each account
Review and communicate competition and product trend to Merchandising and Planning departments
Input data for business analysis - performance tracker, flow analysis, business reviews

Associate Account Executive Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Associate Account Executive

Typically a job would require a certain level of education.

Employers hiring for the associate account executive job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Marketing, Education, Communications, Legal, Public Relations, Mass Communications, English, Advertising, Journalism

Skills for Associate Account Executive

Desired skills for associate account executive include:

Methods and techniques
Sales concepts
Legal publishing industry
Legal profession
Microsoft applications
West products
Each curriculum area developed and maintained using LMS and Sales Hub resources
Software contract terms and conditions with the ability to create fair transactions
Current and possible future policies
Day-to-day work

Desired experience for associate account executive includes:

Proven track record of success supporting revenue growth through the development of long-term strategic relationships and ability to handle volume, multi-task, and tackle varied tasks
Eagerness to be in an individual contributor role after 1-2 years in the AAE position
Experience in online advertising sales, media buying, brand management, promotions and sponsorships strong understanding of large ad agency and holding company infrastructure is highly desired
Ability to adapt to a changing environment quickly and easily preferred
Proficient in Office, particularly Excel and Powerpoint and experience in CRM systems preferred
Bachelors degree in Merchandising, Business or related field

Associate Account Executive Examples

1

Associate Account Executive Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of associate account executive. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for associate account executive
  • Prepare analysis for monthly calls with the buying office, pre-meet with Sales Manager on the agenda
  • Prepare analyses for Market, show buyers the collection and process orders
  • Partner with customer service and logistics teams on timely shipping of product from warehouses
  • RTV assistance
  • Cancellation log
  • Data pulling for specific projects/ATS
  • Field team feedback follow up
  • Local Sales -- Handle airtime sales to advertising agencies and direct clients
  • Participates in contract negotiations for new and existing business within named accounts
  • Ability to establish Director & VP level relationships
Qualifications for associate account executive
  • Able to grasp a lot of information while dealing with a variety of people
  • Access to a reliable vehicle and a valid driver’s license
  • Contribute to development of line plan for each brand, in context of larger assortment and cost structure, and customize to each customer
  • Must be able to stand and conduct presentations
  • Must be able to travel up to 50% of the time with some being air travel (mostly domestic but could potentially be international) and/or some being driving between customer sites
  • E-commerce experience is required
2

Associate Account Executive Job Description

Job Description Example
Our growing company is looking for an associate account executive. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for associate account executive
  • Collaborate with global account directors and account managers to find net-new opportunities and relationships in support of their existing territories and individual territory
  • Implements aspects of territory and account management and development
  • Nature of work requires increasing independence
  • Establish and maintain collaborative relationships with colleagues in other parts of the organization, including Head Office, Claims, Actuarial, as needed
  • Prospect and close appropriate new business prospects from a list
  • Make an average of about 75+ calls/day
  • Close sales and achieve quarterly quota
  • Reach or exceed performance metrics on dials, appointments completed, and conversion to a totally qualified opportunity (TQO)
  • Research accounts, identify key players, and generate product interest
  • Reviewing customer RFQ and detailed technical specs, determine bid/no bid, assess technical and commercial risks and preparing proposals and budgetaries
Qualifications for associate account executive
  • Understanding of the K-12 Educational market trends and issues, a plus
  • Requires heavy travel -Approx
  • 1-3 years full cycle, direct sales experience (conducting research, cold calling, face to face meetings, offer creation, deal execution, negotiation, relationship management)
  • Knowledge and passion for the Boston marketplace
  • Some sales experience is preferred, but not required
  • Bachelor of Science degree or Engineering degree
3

Associate Account Executive Job Description

Job Description Example
Our company is looking to fill the role of associate account executive. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for associate account executive
  • Recommend proposal and pricing strategies commensurate with acceptable risks to management for approval
  • Establish and maintain all proposal and LOA files, demo equipment and literature
  • Join and participate in local professional societies to establish relationships with customers, represent PWS and learn of industry trends, technological advances and advance personal knowledge
  • A general description for this position is not currently available
  • Deliver value proposition message through a variety of methods (i.e., phone, web)
  • Prospect daily to increase share within existing customer base
  • Maintain call records account and opportunity status in CRM
  • As an Associate Account Executive, you will sell a diverse line of medical products to hospitals and surgery centers
  • The Associate Account Executive position is first and foremost a sales generating role
  • Drive wholesale bookings and retail sales for specified accounts
Qualifications for associate account executive
  • Exceptional communication skills with the ability to initiate and carry a technical conversation
  • Demonstrated ability to articulate product and/or value offerings and create customer solutions
  • Proven success of effectively building new and existing customer relationships and driving engagement
  • Accurate forecasting skills (SalesForce.com experience highly preferred)
  • Ability to manage sales cycle from start to finish via phone, virtual tools and face-to-face
  • The ideal AAE must be detail oriented with strong communication skills and able to manage and prioritize projects
4

Associate Account Executive Job Description

Job Description Example
Our company is searching for experienced candidates for the position of associate account executive. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for associate account executive
  • Providing assistance in strategic planning and consulting advice to clients to include assistance with the production of Requests for Proposal, coordinating vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations
  • Facilitate quotes, amendments and reinstatement as requested or needed
  • Oversee the servicing of a designated book or partial book of business as relating to marketing, claims and administration
  • Negotiate baseline quotes to ensure best options for clients prior to binding and determine appropriate recommendations for clients
  • Collaborate with clients to determine funding solutions, long range objectives and overall risk tolerance
  • Interpret clients’ current coverages and identifies/recommends gaps, alternatives, additional plan design changes
  • Develop financial models and reports for clients and more senior staff, provides interpretation and implication of analysis, recommendations
  • Conduct industry specific surveys as may be requested by client
  • Provide assistance to clients on compliance issues (clients are directed to seek legal counsel on complex issues)
  • Meet with clients alone or in conjunction with Team or Company Leadership to review a) large claims, b) abnormal utilization results, c) monthly claims experience, d) set strategies and goals, and e) conduct on-site claims visits
Qualifications for associate account executive
  • A minimum of 1-2 years’ experience in the insurance industry, specifically in employee welfare benefits
  • Knowledge of Pharmacy Benefit Management (PBM) industry
  • The Associate Account Executive must have strong organizational skills and the ability to communicate effectively both internally and with external partners
  • This position requires knowledge of Microsoft Excel and Microsoft Word
  • The Associate Account Executive must possess a strong sense of urgency for implementing courses of action
  • This position requires the ability to perform multiple projects simultaneously and the ability to handle difficult interactions with a direct consumer
5

Associate Account Executive Job Description

Job Description Example
Our growing company is looking for an associate account executive. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for associate account executive
  • Send letters to clients confirming specific policy activity
  • Perform other miscellaneous duties and projects as assigned
  • Increases business growth with current accounts and new accounts by generating sales
  • Develops and manages existing working relationships with buyers
  • Develops business strategies to prospect new accounts
  • Reviews websites and competition on a weekly basis and provides constructive feedback to sales and merchandising teams
  • Maintains and reviews final selling analysis for all accounts
  • Helps create merchandising line plans and all market prep
  • Assists with logistics and preparations for trade shows and market
  • Participates in representing and/or selling the line in trade shows
Qualifications for associate account executive
  • Ability to establish and maintain a key account prospect list for cross selling opportunities and sales pipeline
  • Strong knowledge of differing financial arrangements and products available to clients
  • Experience working with, or a passion for, a blend of consumer brands, corporate accounts and/or public policy is a plus!
  • Bachelor’s Degree in a business related field or equivalent experience in the insurance industry
  • Ability to understand, analyze, and research different lines of insurance
  • Ability to work within designated time frames

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