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A Day In The Life Of An Account Executive At Asana

As an Account Executive at Asana, a typical day is characterized by variety, but fundamentally involves taking calls with clients, "helping them determine their needs", sending emails to find new prospects, and strategically assessing an existing "book of business" to identify opportunities for Asana within those accounts. Sara's favorite part of the role is this unpredictability, stating "no two days ever look the exact same".

Sales, Account Management, Client Communication, Product Demonstration, Business Development

Advizer Information

Name

Job Title

Company

Undergrad

Grad Programs

Majors

Industries

Job Functions

Traits

Sara Kramer

Account Executive

Asana

University of San Diego

n/a

Business Management & Admin

Manufacturing, Operations & Supply Chain, Technology

Sales and Client Management

Honors Student, Scholarship Recipient, Pell Grant Recipient, Took Out Loans

Video Highlights

1. The role involves a mix of client calls (ranging from needs assessment to product demos), proactive prospecting for new clients, and strategic planning for existing accounts.

2. A significant portion of the day is dedicated to email communication and internal meetings.

3. The Account Executive emphasizes the variety in the role, noting that no two days are the same, which allows for a dynamic and engaging work experience.

Transcript

What does a day in the life of a mid-market account executive look like?

This is one of my favorite things about a sales role: it's different almost every single day. My three main job tasks are to take calls with clients. I schedule those in advance, and we have a time on the calendar where we meet.

Those discussions can vary, from helping them determine their needs to actually demoing the product or walking them through their process. I also send a lot of emails. Typically, I block off some time in my day to find new prospects and companies that would be a good fit for Asana.

Then I spend a decent amount of time looking at my book of business. These are all the accounts assigned to me that I'm responsible for selling Asana into. I think about account strategy: why would they need Asana, and who would be interested in talking to me about it?

I also help people creatively think about what they can do with our product and then go after them. All to say, my day can be a mix of all those things. I can have a lot of calls one day and no calls the next.

On those days, I typically spend a lot of time emailing. Sometimes I have internal meetings. But this is my favorite part: no two days ever look the exact same. I'm able to get that variety in my schedule.

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