Customer Success Account Executive

Customer Success Account Executive Lacerta Group

LLC - 2.3

Attleboro, MA Job Details Full-time $55,000 - $88,000 a year 1 day ago Qualifications Managing customer accounts Sales reporting Customer relationship building Phone communication Identifying new business opportunities Lead generation Mid-level Client relationship development Business development Bachelor's degree Data entry Organizational skills Prospecting Sales pipeline management Typing Outbound calling Productivity software HubSpot Cross-functional collaboration Account management Communication skills Conducting sales calls Stakeholder relationship building Cross-functional communication Progress tracking (project management tasks) Customer complaint resolution Full Job Description

JOB DESCRIPTION JOB PURPOSE

The Customer Success Account Executive serves as the primary customer advocate, ensuring that customer needs are fully understood, communicated, and met across all internal departments. This role is responsible for developing and maintaining strong relationships, identifying new business opportunities, supporting sales initiatives, resolving customer concerns, and improving overall customer experience. Success in this position requires strong communication skills, an ability to collaborate cross-functionally, and a proactive, solution-focused approach to customer engagement and business growth.

ESSENTIAL TASKS AND RESPONSIBILITIES

: Manage, qualify, follow up on, and track lead progress through HubSpot. Work closely with the existing sales team to schedule meetings or calls between prospective customers and outside sales. Collaborate with Marketing, Pricing, Sales, New Product Development, and Customer Service teams to support customer goals, monitor project progress, and achieve successful outcomes. Organize and conduct regular customer meetings to ensure excellent service, assess needs, identify solutions, and strengthen customer relationships. Maintain assigned accounts and provide professional support to ensure all customer deliverables are met. Manage the sample process and coordinate shipment planning through the E2 system for timely delivery. Communicate product information, promotions, and service offerings to generate new or expanded business. Proactively contact prospects to uncover potential sales opportunities. Clearly communicate terms, conditions, pricing, and expectations to customers. Partner with key decision makers to identify opportunities and develop strategies that drive sales results. Report weekly, monthly, and quarterly sales results and progress. Source and secure new business through a combination of inbound lead follow-up and outbound calls/emails. Perform other duties and project work as assigned.

PREFERRED EDUCATION AND EXPERIENCE

: Bachelor's degree or equivalent professional experience preferred. Experience in a customer-facing or sales-support role. Working knowledge of Microsoft Office applications, E2 MFG System, and HubSpot. Demonstrated ability to build relationships, collaborate across teams, and contribute creatively to business expansion. Strong communication skills and confidence working with cross-functional teams. Ability to travel up to 10%.

SKILLS :

Excellent verbal and written communication. Strong relationship-building and interpersonal skills. Results-oriented with a focus on achieving measurable goals. Self-driven, proactive, and motivated with a positive, "can-do" mindset. Effective problem-solving skills with the ability to provide solutions-based recommendations. Adaptability to changing priorities, customer demands, and business needs. Strong organizational skills and the ability to prioritize multiple tasks. Team-oriented mindset with a commitment to collaboration. High level of professionalism, integrity, and accountability.

PHYSICAL REQUIREMENTS AND ENVIRONMENT

This position operates in a professional office environment and requires the use of standard office equipment such as computers, phones, and printers. The role involves sitting or standing for extended periods, frequent use of hands for typing and data entry, and regular communication via phone and email. Occasional travel (