Assistants
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Focus on what is important
Assistant Accounts Executive
Sales Savvy Sidekick: Support, Close Deals, and Drive Revenue Together
Win more deals, close faster. An Assistant Accounts Executive takes on administrative tasks, leaving you free to focus on building relationships and securing sales.
Featured Tools We Use
Salesforce CRM, HubSpot CRM, LinkedIn Sales Navigator, ZoomInfo, Hunter.io
All-Inclusive Prices
After completing your free trial, if you find the need to retain your assistant and would like to ensure that your work is completed by the same expert, you can upgrade to a paid plan.
We have Options for Project Based Flat Fees & Hourly Rates. For Regular and Specific tasks like admin assistant, an hourly rate is more cost-effective.
For one-time or assorted tasks like personal assistants, a per-task plan is more effective.
You can delegate your work to a dedicated
Assistant Accounts Executive
All-Inclusive Prices Start At
$8.95/Hr
Non-Disclosure Agreement
We know the importance of Privacy. We provide a comprehensive & enforceable Non-Disclosure Agreement
Operations Manager
Free services of an Operations Manager are Included in each plan, A Dedicated Operations Manager handles your day to day work, ensures it is
100% Money Back Gaurantee
After the completion of your Free Trial, if for any reason during the course of your plan, if you are unhappy
Pre-Trained backup assistants
In Addition to your Operations Manager & your dedicated Assistant, we also provide a complimentary back-up
Assistant Accounts Executive
Exhaustive List of What To Expect From Us
III. Research and Analysis:
Conduct Market Research and Industry Analysis: Gather and analyze industry trends, competitor activities, and market intelligence. Prepare reports and presentations summarizing findings for client benefit. Support the Account Executive in identifying new business opportunities.
Research Client Requirements and Competitors: Analyze client needs, preferences, and buying habits.
Research competitor offerings and pricing strategies. Assist in developing customized solutions and competitive proposals.
Maintain Industry Knowledge and Stay Updated: Attend industry events, webinars, and conferences to stay informed. Read industry publications and blogs to stay abreast of market trends. Share valuable insights and updates with the Account Executive and team.
An Assistant Accounts Executive plays a crucial role in supporting the success of an Account Executive and ultimately, the client relationship. Here's a breakdown of their responsibilities, categorized into different stages with specific task examples to reach the desired 90 tasks:
I. Client Support and Communication:
Respond to Client Inquiries: Handle email, phone calls, and online messages from clients promptly and professionally. Gather information to understand client needs and concerns. Provide initial responses and direct inquiries to the Account Executive when necessary.
Maintain and Update Client Records: Manage client contact information, project documentation, and communication logs. Update client profiles and track interactions to ensure seamless continuity. Prepare reports and presentations summarizing client interactions and project progress.
Schedule Meetings and Manage Calendars: Coordinate client meetings, internal team meetings, and conference calls. Manage the Account Executive's calendar and ensure efficient time utilization. Send meeting reminders and agenda documents to all attendees.
II. Project Management and Support:
Assist with Proposal Development and Presentations: Gather data and research client needs to support proposal development. Create visual aids and presentation materials for client meetings. Proofread and edit proposals for clarity and accuracy.
Monitor Project Progress and Deliverables: Track project timelines, milestones, and deadlines. Liaise with internal teams to ensure timely delivery of project deliverables. Update the Account Executive and client on project progress regularly.
Prepare and Process Orders and Invoices: Enter client orders into the system accurately and efficiently. Generate and send invoices and manage payment follow-up. Reconcile client payments and maintain accurate billing records.
IV. Administrative and Organizational Tasks:
Manage Travel and Expense Reports: Book travel arrangements and prepare travel itineraries for the Account Executive. Process expense reports for travel, meals, and other client-related expenses. Ensure compliance with company travel and expense policies.
Organize and Attend Internal Meetings: Prepare meeting agendas and distribute materials to participants.
Take detailed minutes and action items during meetings. Follow up on action items and track progress after meetings.
Maintain a Neat and Organized Workspace: Manage the Account Executive's office supplies and equipment. File documents and reports systematically for easy retrieval. Maintain a professional and well-organized working environment.