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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
- VendorHow to create a sales process that drives results, directly from a sales proHubSpot
- PractitionerMEDDPICC Sales Methodology and ProcessMEDDICC
- Occupational dataSales Managers (11-2022.00)O*NET OnLine, U.S. Department of Labor
- Occupational dataSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel (41-3091.00)O*NET OnLine, U.S. Department of Labor
- PractitionerThe Modern Sales Funnel | The BowtieWinning by Design
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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