Account Executive
Indexed description
About the Role
You'll handle inbound customer enquiries by phone and email, advise clients on products and
branding methods, prepare accurate quotes and visuals, and manage orders end-to-end. You will coordinate with internal teams and suppliers to achieve right-first-time delivery and drive
repeat business.
Key Responsibilities
- Respond to enquiries and provide professional, timely service across phone and email, meeting
- Produce accurate quotes, visuals and proofs; manage amendments and approvals.
- Convert quotes into profitable orders and proactively upsell or cross-sell where appropriate.
- Manage orders, liaise with suppliers and production teams to ensure correct specs, colours and delivery.
- Maintain clear documentation and hygiene in the CRM and inbox; chase quotes, proofs and payments proactively.
- Monitor and report on KPIs such as conversion rate, average margin, proof approval cycle time and problem-job rates.
- Take ownership of enquiries from first contact to completion and follow handover/cover processes.
What You'll Bring
- Customer service and/or inside sales experience.
- Clear written and verbal communication and a confident phone manner.
- Strong attention to detail and good time-management across multiple deadlines.
- Numeracy for margins, VAT and tiered pricing.
- Proficiency with Outlook and Excel/Google Sheets and willingness to learn a bespoke system.
Create a free Caio profile to unlock more results and save your role and location preferences.
Unlock free search