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Account Executive

Posted: 09/04/2022

Job Type

- $35,000 salary plus commission ($60,000+ total first year income)
- 401K, Dental, Life, Medical, Vision
- Fulltime


We are seeking an Account Executive to join our team! You will resolve customer questions and offer solutions to drive company revenue.

Primary Responsibilities
  • To consistently meet and exceed monthly Quotas in Revenue, Gross Profit %, Gross Profit Dollars, and net new revenue
  • To engage with and further build customer relationships with existing assigned Offix customers. Ensure you achieve Offix’ “Customer Touch” minimum standards with all assigned accounts
  • To achieve Offix’ minimum activity levels as outlined in our Activity Level document and/or documented 1-on1’s with your manager
  • To accurately and timely input data into our CRM to “build” the assignment opportunity base
  • Respond to customer, prospects, and co-workers in a timely manner, via telephone, email, or written communication
  • Create and execute an effective sales call plan
  • Maintaining and developing relationships with existing and prospect customers via meetings, phone calls, and emails
  • Visiting potential customers to prospect for new businesses
  • New business prospecting and development, including cold calling, setting appointments, and forming solution proposals for presentations
  • Gaining a clear understanding and knowledge of customers businesses and requirements
  • Continual growth of knowledge of all Offix product offerings
  • Participate in product/solutions demonstrations
  • Update CRM system daily of all sales related activities
  • Meet monthly and annual revenue quota for existing customers and new businesses.


Activities - Tasks – Skills

  • Develop a Sales plan for the accomplishment of Sales Goals within the assignment
  • Conduct Sales activities, including Needs assessments and System Design to support the sales of more profitable targets, products in the connected environment
  • Implement company marketing strategy to grow a loyal, profitable customer base in assignment, which will provide for on-going revenue from support, supplies, and service
  • Join three to five organizations that provide opportunities for networking. Examples would be Chamber of Commerce, Not for Profit’s. BNI Chapter, Club’s, I.T. Social Networking
  • Communicate clearly and accurately with customers and company personnel
  • Attend trainings, sales meetings, and Offix sponsored events and net working opportunities
  • Effective at handling objections, installs, and key operator training
  • Embrace and follow Company Values, direction, and plans
  • Strive to achieve effective time management each day
  • Approach each day with a keen sense of self-discipline and urgency
  • In depth knowledge of Offix procedures for proposals to be proficient with the company software
  • Understand the various jobs, duties, and functions within Offix to be able to reach out to the appropriate person for help
  • Be proficient in all forms of written communication; including proposals, cost justifications and explanation of system’s benefits and value
  • Follow up customer problems and situations to ensure they are resolved quickly; return all phone calls to customers and company personnel within 4 business hours
  • Be prompt and prepared at all assigned meetings
  • Make sure the information provided is protected
  • Be able to work as a team
  • Excellent communication skills, verbal and written
  • Solid knowledge and understanding of networking and computers
  • The ability to embrace the Offix customer-focused culture
  • Excellent presentation skills and professional image
  • Reliable transportation, valid driver’s license, and proof of insurability
  • Embody the Offix values of Integrity, Teamwork, Professionalism, and Customer Care
  • Ability to work the hours necessary to exceed the expectations of the job and of our customers


  • 2 or more years of business to business selling experience (office product industry preferred)
  • Superior knowledge of selling skills including cold calling, networking, lead generation all with the ability to capture and close the deal
  • Understanding of basic selling skills, with exceptional organizational skills and a consistent ability to follow up