Senior Account Executive

Position Overview: 

As a Senior Account Executive, you will hunt new logos as well as own and grow a focused set of high-value, strategic client relationships. In addition to new account acquisition, you will proactively manage accounts, drive long-term technology alignment, and identify new revenue opportunities through business conversations, strategic reviews, and close partnership with our vCIO team. This is a hybrid hunter/farmer relationship-first, growth-oriented role with a strong emphasis on planning, value delivery, and expansion. 

Success Metrics: 

• Quota attainment (MRR, professional services, upsells)
• New logo acquisition (bookings and revenue)
• MRR and project revenue growth
• Client retention & satisfaction (NPS/CSAT)
• Strategic roadmap execution
• Forecast accuracy and account plan quality

• Develop and implement comprehensive new client development strategies to achieve sales goals and drive sustainable growth with a focus on building recurring revenue.
• Proven track record of success in prospecting for new clients via cold calling, LinkedIn, canvassing, networking, etc.to develop pipeline from initial contact to close.
• Serve as the primary relationship owner for a small portfolio of high-value accounts.
• Conduct regular NFN/NFE meetings to anticipate needs, review metrics, and align goals.
• Lead or co-lead QBRs with vCIO, with focus on roadmap alignment, client goals, and risk management.
• Proactively identify upsell opportunities (projects, MRR, services, or products) based on client maturity and business drivers.
• Serve as the client’s advocate across internal departments, ensuring consistent service quality.
• Monitor client health, satisfaction, and renewal timing, initiating strategic conversations well in advance.
• Maintain detailed account plans and forecast pipeline accurately.
• Participate in strategic initiatives such as contract negotiations, client retention programs, or executive briefings.