Account Executive
Runs outbound calls and discovery meetings
The AE (SARA Voice outbound + SARA Mail) handles qualified opportunities. She runs discovery calls, follows up with proposals, nurtures multi-threaded deals, and closes routine transactions autonomously.
How far the AI goes
AI drafts; a named person approves.
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Ask SARA about this seat · 1-855-921-2217
SARA is our AI assistant. Calls are recorded.
A Day in the Life
Morning: reviews SDR-qualified leads. Midday: makes discovery calls. Afternoon: sends follow-up materials, schedules next steps, drafts proposals. Pushes deals through stages.
Responsibilities
- ·Discovery calls with qualified leads
- ·Proposal drafting and delivery
- ·Multi-threaded deal nurture
- ·Next-step scheduling
- ·Transactional deal closure
KPIs They Own
- ●Conversion rate discovery → proposal
- ●Proposal → close rate
- ●Deal velocity
Tools & Integrations
SARA VoiceSARA MailSARA DocsCRM
Who Hires This Role
- · B2B with transactional deals
- · Agencies
- · Professional services