Account Executive

The Account Executive is a telephone-based position responsible for the development and management of high potential and high spending clients. This position is responsible for the overall management (expansion and retention) of a defined portfolio of high-value existing customers. 

Planning (10 – 20% of time)  

▪ Effectively manage a dedicated portfolio of high-value existing Business and Corporate customers provided by American Express within territory  

Relationship management (10 – 20% of time)  

▪ Proactively reach out to customers to uncover opportunities, treat the customer until there’s a change in customer spend in alignment with growth or retention conversations  

Client solution (20 – 30% of time)  

▪ Use consultative skills to maintain and develop the existing customer relationship and substantially grow charge volume (e.g., onboarding new vendors, expanding existing vendors, adding supplemental cards)  

▪ Maintain a high level of knowledge about American Express products, processes (Underwriting, Line Increase, Customer Financials, Pricing, Contract), key internal partners (Risk, UWA, PPI) and tools (ONE.force, C360)  

Negotiate and close (20 – 30% of time)  

▪ Partner closely with Field Dedicated Portfolio Account Development team when a telephone-managed customer requires a face-to-face visit  

▪ Partner with specialized sales team for product cross-sell (AP Automation), further entrenching clients with use of the American Express suite of products and services  

Compliance (100% of time)  

▪ Ensure all aspects of the American Express Code of Conduct, and our Sales Practices policies, standard, and procedures, are adhered to so that we uphold the highest standards in our interactions with our customers and compliantly meet all regulatory requirements 

Knowledge and Skills  

Relationship management  

▪ Strong customer relationship building skills to follow through and motivate clients to act  

Consultative selling  

▪ Effectively identifies client needs to configure solutions that address client requirements and deliver value