Account Executive

Overview

itle:
Account Executive
Department:
Sales
Status:
Exempt

Position Summary:

This role is responsible for driving sales growth, managing strategic relationships, and supporting dealers, agents, and OEM networks. The ideal candidate will bring strong organizational skills, a deep understanding of our products, and a commitment to meeting performance targets while maintaining operational excellence.

• Sales Growth & Revenue Management:
  Achieve or exceed assigned Net Revenue Budget targets.
• Sales Growth & Revenue Management:
  Train and support dealer remittance process.
• Sales Growth & Revenue Management:
  Bonus eligibility will be tied to achieving 80% or better revenue objectives.
• Sales Growth & Revenue Management:
  Identify and generate two qualified sales leads each month (non-Zurich).
• Territory & Relationship Management:
  Build and maintain strong relationships with agents, dealers, and OEMs, supporting mutual growth.
• Territory & Relationship Management:
  Provide consistent support and guidance to partner channels to ensure alignment and engagement.
• Travel 75% a month to support field activities, relationship building, training, trade shows, and networking events.
• Training & Product Expertise:
  Conduct detailed and ongoing training for dealers, agents, and internal stakeholders to ensure full product and process understanding.
• Training & Product Expertise:
  Maintain expert-level product knowledge and communicate value propositions effectively to customers and partners.
• Compliance & Operational Excellence:
  Manage compliance with internal policies, industry regulations, and contractual obligations across the territory.
• Compliance & Operational Excellence:
  Oversee and manage supply levels to ensure proper availability and minimize disruptions.
• Compliance & Operational Excellence:
  Accurately manage and report Travel & Entertainment (T&E) expenses within the approved budget.
• CRM & Technology Utilization:
  Ensure accurate, timely, and consistent use of CRM tools to document activities, pipeline updates, and customer interactions.
• CRM & Technology Utilization:
  Fully utilize the Sales systems/programs (e.g., DOMO, Map My Customer) to plan and execute field activity, track visits, and optimize territory management.
• Reporting and Tools:
  Utilize the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) proficiently for reporting, presentations, and communication.
• Reporting and Tools:
  Deliver weekly, monthly, and quarterly updates on performance metrics, training activities, and territory health.
• Reporting and Tools:
  Cultivate new relationships within your assigned territory.
• Reporting and Tools:
  Drive new revenue streams by utilization of existing marketing and lead generation campaigns and/or programs provided by Cal Tex.
• Reporting and Tools:
  Educate our prospects and clients by delivering compelling, brand-specific presentations, product demonstrations, virtual and firsthand training that highlight Cal Tex’s superior advantages via dealership sales meetings, agency education and/or F&I Seminars.
• Reporting and Tools:
  Create cross-sell opportunities with existing clients to increase product saturation in dealerships.
• Reporting and Tools:
  Train Service Advisors on claims processes via Cal Tex applications, websites or telephone.
• Reporting and Tools:
  Train Sales and F&I Department on all aspects of Cal Tex programs utilized and available.
• Reporting and Tools:
  Work independently and demonstrate effective time management skills by utilizing Microsoft Outlook, TEAMS and Spiro CRM tools provided.
• Reporting and Tools:
  Ensure that all activities and operations are conducted in compliance with organizational guidelines, local, state and federal regulations and laws governing business operations.

• High school diploma or equivalent required, with at least 3 years of experience in a direct customer relations role. College degree, preferred.
• Successful record in automotive dealership and/or after-market sales desired.

• Proven experience in sales, account management, or territory development.
• Demonstrated success in achieving sales goals and managing partner/channel…