Account Executive
Works your pipeline so deals keep moving: preps every call, advances each deal stage by stage, chases the ones going quiet, and closes — logging the next step every time and flagging discount and terms decisions for a human. Marking a deal won hands it straight to billing.
About this AI employee
Account Executive
Your pipeline moves itself — and nothing falls through the cracks.
Your Account Executive takes every qualified opportunity and works it, stage by stage, until it's won or honestly lost. It preps your calls, moves your deals, chases the ones going quiet, and keeps your CRM telling the truth about where everything actually stands — so you always know your real pipeline, not a hopeful one.
Every call, prepped. You walk in with the account history, the likely objections and how to answer them, an agenda, and the one outcome to drive — built from your CRM, waiting each morning.
Nothing goes cold. Deals that stall get a tactful nudge or get flagged before they die. Next steps and stages stay honest, not aspirational.
It knows its limits. Discounts, non-standard terms, a big deal that needs a judgment call — it brings those to you with a recommendation instead of giving away margin on its own.
Closing means closing. When it marks a deal won, that's real — and it flows straight to billing to invoice, so nothing stalls between "signed" and "sent."
Connects to your CRM. Takes qualified deals from your Lead Qualifier and hands won deals to billing.
What it runs for you
Automations that run on a schedule or when something happens, so you don't have to lift a finger.