Account Executive at Penji
Job Description
- Account Management: Serve as primary contact for assigned customers, guiding them through their journey from onboarding to upgrade opportunities.
- Proactive Outreach: Schedule and conduct regular check-in calls with customers to deepen relationships, understand evolving needs, and identify growth opportunities.
- Customer Success: Monitor account health, usage patterns, and satisfaction levels to ensure customers achieve their goals with Penji.
- Upgrade Strategy: Identify and present upsell & cross-sell opportunities based on customer needs and patterns.
- Churn Prevention: Proactively identify at-risk accounts, address concerns before escalation, and manage retention conversations.
- Support & Problem-Solving: Handle customer inquiries through tickets, email, and chat. Troubleshoot issues and coordinate with internal teams for quick resolution.
- Proposals & Presentations: Prepare & present upgrade proposals provide value & align w/ customer objectives.
- Communication Management: Maintain timely, professional communication across all channels including email, calls, chat, and video conferences.
- Documentation: Maintain accurate records of customer interactions, account status, and communication history.
- Reporting: Create regular reports on account performance, upgrade opportunities, customer feedback, and revenue generation.
- Cross-Team Collaboration: Work with designers, project managers, and support teams to ensure seamless project execution and customer satisfaction.
- Process Improvement: Develop and test strategies to improve customer experience, account growth, and operational efficiency.
- Continuous Learning: Stay updated on product features, sales techniques, and customer success strategies to maximize account value.

