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Sales and customers

Account executive

Wins new customers: runs the sales conversation from first call to signed deal.

More specific roles under it: Sales development representative, Sales engineer, Account manager

Workflows for this work

The job in 5 areas. Each part is a workflow: open it for its steps and the tools that do each one. Built from occupational data and the field's own body of knowledge; sources at the end.

Account executive170 skill packs · 28 MCP servers · 5 pluginsEach part is a workflow. The number beside it is how many tools help with it

1Build pipeline

Find the right accounts and turn first meetings into real opportunities.

2Run the deal

Map the buyers, show the product and prove the value.

3Close the deal

Agree price and terms and get the contract signed.

4Manage your book

Keep the CRM and forecast honest and know the market.

5Hand off and grow

Pass new customers on cleanly and find more business with them.

Sources for this tree, 5

O*NET occupations consulted: 41-3091.00. Read on 2026-10-04.

Everything suggested for this role

Each pick says which of the role's tools or work it matched. Auto-listed means automated checks only.

Skill packs168

MCP servers17

Plugins and agents0

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