A Day In The Life Of An Account Executive At A SaaS Company
A day for this account executive is highly variable, requiring self-discipline to structure effectively; the work involves a mix of email management, call preparation, client interaction ("games"), internal meetings and training ("practice"), and proactive prospecting to generate new business opportunities.
Communication, Sales, Prospecting, Client Relations, Time Management
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Sam Leahy
Account Executive
Leading B2B SaaS Company
University of Colorado at Boulder
N/A
Business Management & Admin
Technology
Sales and Client Management
None Applicable, Greek Life Member
Video Highlights
1. Account executives need strong organizational skills to manage their day effectively, balancing emails, calls, internal meetings, and prospecting.
2. Success as an account executive involves consistent practice and training to improve client interaction skills and product knowledge.
3. Proactive outreach and prospecting are crucial for securing meetings with prospective clients and maintaining responsiveness with existing clients.
Transcript
What does a day in the life of an account executive look like?
A day in the life of an account executive is a little different each day. A big part of being an account executive is knowing how to structure your day.
I usually get in, answer any emails I have, and prep for any calls scheduled for that day. At the end of the day, I always save room for prospecting and outreach. This is for prospective clients and also for clients who may be unresponsive.
In the middle of the day, you can expect a few internal meetings and some trainings. You can always expect it to be like practice. There are "games," which are the client calls, and you have to practice to get good at those calls through trainings, internal meetings, and learning the product.
Then there's "playing time." Getting to client calls isn't something you can rely on anyone else to set up for you. It's up to you to do proactive outreach to clients and to prospect into the correct accounts.