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Forbes Travel Guide is seeking a highly organized and proactive Entry Level Account Executive. This role will require a detail-oriented individual capable of managing client relationships, maintaining critical internal communications, and using Salesforce and other tools to drive operational efficiency and sales success.
Client Outreach and Account Management: Proactively engage with clients, nurture accounts, and manage ongoing communications via Salesforce. Assist with scheduling calls, meetings, and sales trip planning that are aligned with Vice President's goals.
Salesforce Management: Maintain and update client, lead, and prospect data. Pipeline management, tracking sales activities, opportunities, and generating reports and performance metrics to support sales objectives.
Internal Coordination and Communication: Facilitate communication between Client Success, internal teams, and Partner Services Account Executives. Manage Vice President's email while they are out of office and ensure follow-ups are handled promptly.
Sales Support and Contract Management: Create contracts based on communicated proposals, ensuring timely processing and tracking. Coordinate with the legal team for review as needed and provide contract status updates to stakeholders.
Reporting and Data Management: Generate sales reports and analyze data to identify growth opportunities in assigned regions.
Cross-Functional Collaboration: Work with communications to prepare materials, participate in weekly team calls, and support project work and market research alongside Client Success.
Lead and Prospect Management: Organize and track leads and prospects in Salesforce. Respond to website inquiries and coordinate high-potential opportunities with the Vice President.
Team Collaboration and Workload Support: Assist fellow Account Executives during peak times, share best practices, collaborate on high-priority accounts, and provide backup support during absences to ensure consistent coverage and client satisfaction across all regions.
SKILLS REQUIRED
Attention to Detail: Exhibits a high level of accuracy and organization across tasks, with the ability to think outside the box to achieve desired results effectively and in a timely fashion.
Communication Skills: Strong written and verbal communication for internal and client interactions across time zones.
Multitasking & Prioritization: Ability to manage multiple tasks and high-volume workloads effectively and in a timely manner.
CRM Expertise: Proficient in CRM systems (e.g., Salesforce) to manage data, track pipelines, and generate reports.
Technical Proficiency: Strong knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Professionalism: Works well with others and is comfortable with communicating in a timely and respectful fashion with both leadership and clients.
Organizational Skills: Highly organized and detail-oriented, capable of managing both administrative and client-facing tasks.
Adaptability: Comfort with a fast-paced and dynamic work environment, with flexibility to adjust to shifting priorities and new challenges.
Industry Experience: Previous experience in hospitality, client services, or sales administration is preferred but not required. Customer-facing experience is highly preferred. This is an entry level position.
Confidentiality: Discretion of Forbes Travel Guide business practices, client data, and sensitive information is essential.