Cleo Account Executive, Install Base at Cleo manages and grows revenue within existing customer accounts by identifying expansion and renewal opportunities. The role leverages AI tools to analyze accounts and personalize outreach for sales growth.
Responsibilities
Essential Duties & Responsibilities
The essential functions include, but are not limited to, the following:
Manage and grow a book of installed customers, serving as the commercial point of contact for expansion and renewal opportunities
Identify and close upsell, cross-sell, and add-on opportunities, such as new modules, additional trading partners, increased volumes, and new business units or use cases
Execute a successful sales process from opportunity identification to appointment to close, with a high level of activity across a large number of accounts
Own the renewal cycle for assigned accounts, forecasting renewals early, addressing risk, and negotiating terms that protect and grow recurring revenue
Analyze customer usage, contract, and product-footprint data to identify whitespace and prioritize accounts with the highest expansion potential
Partner with Account Managers, Customer Success, Support, and Professional Services to drive adoption, resolve issues, and make sure customers realize value from Cleo
Work with SDRs and Solution Consultants to build programs that meet each client’s needs and budget
Educate and advise clients on industry trends, EDI and B2B integration best practices, and the value of Cleo’s ecosystem to build strong, trustworthy relationships
Obtain feedback from clients and adjust messaging to improve downstream execution; share customer insights with Product and Marketing
Negotiate with clients, solve problems, and make sure deadlines are met
