Portfolio Account Executive

Job Description

Job Description

Description:

Position Summary

The Portfolio Account Executive is responsible for growing revenue within a defined

portfolio of customers and prospects. This includes retaining current customers,

expanding their spend, converting inbound leads, and winning new smaller-spend

accounts.

The role blends consistent, disciplined sales activity with a consultative approach to build

long-term client relationships and achieve revenue goals. This position requires strong

attention to detail, process adherence, proactive account planning, and accurate

forecasting.

Key Responsibilities

1. Revenue and Quota Achievement

• Meet or exceed monthly, quarterly, and annual revenue targets.
• Deliver at least 100% of assigned sales quota through:

o Customer retention

o Growth within existing accounts

o New customer acquisition

• Maintain expected average deal size and contract duration.
• Forecast revenue with accuracy and integrity.
• Execute the company’s Minimum Standard of Care for all assigned accounts and targets.

2. Account Planning & Strategy

• Develop and maintain account plans for top revenue-producing and high-growth potential accounts.
• Identify key decision-makers and influencers within each account.
• Establish clear growth objectives for each assigned customer.
• Monitor competitive activity and protect existing business.
• Prioritize time and eort toward accounts with the highest growth potential.

3. Prospecting and Pipeline Management

• Consistently identify and pursue new business opportunities within the assigned territory or segment.
• Maintain pipeline coverage of 3–4x monthly revenue targets.
• Log 100% of activities, opportunities, and updates in the CRM.
• Maintain strong daily outreach activity across phone, email, LinkedIn, and other channels.
• Move opportunities through the pipeline stages according to defined sales process timelines.

4. Customer Growth and Retention

• Identify cross-sell and upsell opportunities aligned to customer objectives.
• Maintain high renewal and retention rates.
• Provide proactive, value-driven communication with all assigned accounts.
• Maximize the company’s share of each customer’s outdoor advertising spend.
• Address performance concerns quickly and escalate issues appropriately.

5. Sales Process & Operational Excellence

• Adhere to defined sales methodology and CRM best practices.
• Submit timely proposals, contracts, and required documentation.
• Ensure pricing accuracy and compliance with company policies.
• Maintain disciplined time management and territory coverage.
• Participate in sales meetings, training, and skill development initiatives.

6. Collaboration & Communication

• Partner with internal teams (operations, marketing, finance, and leadership) to ensure seamless campaign execution.
• Clearly communicate customer objectives and expectations internally.
• Serve as the primary point of contact for assigned accounts.
• Share market feedback and competitive insights with leadership.

Performance Metrics

Success in this role will be measured by:

• Revenue attainment vs. quota
• Retention and renewal rate
• Net revenue growth within assigned accounts
• Pipeline coverage and conversion rates
• Forecast accuracy
• CRM compliance and activity standards

Required Skills & Competencies

• Strong consultative selling and relationship-building skills
• Disciplined, self-motivated, and goal-oriented
• High attention to detail and organizational strength
• Ability to manage multiple accounts simultaneously
• Data-driven and comfortable using CRM and reporting tools
• Strong written and verbal communication skills
• Resilience and persistence in a competitive sales environment

Qualifications

• 2–5+ years of sales experience (media, advertising, or B2B preferred)
• Proven track record of meeting or exceeding sales targets
• Experience managing a portfolio of accounts
• CRM proficiency required

This position is remote-based, but will require client engagement in an assigned territory within the Southeastern United State.