Frederick Sona
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Role Playbook Playbook

Working with a Account Executive (B2B)

How a senior marketing leader briefs, reviews, measures, and grows this seat. Written from the perspective of somebody who has hired for or held this role.

Type: Role playbook
Playbook, not shipped engagement. A working guide for how a senior marketing leader collaborates with, hires for, or holds this role.

What this role actually does

The B2B Account Executive is the person accountable for closing new logo revenue in a defined segment. The seat sits inside the sales organization and reports to a first line sales manager or a director of sales depending on team scale. Most weeks the AE is running discovery calls, building deal plans, negotiating pricing, and forecasting a number the sales manager takes to the head of sales.

A working AE spends real hours with SDRs or BDRs on inbound qualification and outbound plans, real hours with sales engineers on technical discovery and demos, real hours with product marketing on competitive positioning, and real hours with legal and finance on contracts. The seat carries a quota. In enterprise sales the quota often stretches across two or three deals a quarter. In SMB the quota carries volume of ten to twenty five deals a month.

The AE owns the pipeline in their book, the deal strategy on every open opportunity, and the forecast accuracy the sales manager reports. They also own the customer relationship through close and often through the first year of expansion, depending on the org design.

What a functioning AE does not do: prospect from cold every day, run implementations, or build custom decks for every deal. They do not own the top of funnel and they do not own onboarding. They own the middle of the sales cycle and the close. An AE who is prospecting from cold at eight in the morning has an SDR problem below them and a coverage problem the sales leader has to fix.

The AE also owns the discipline of forecasting honestly under pressure. Every quarter has a moment where the AE could commit a shaky deal to hit the number and hope it closes. Repeated shaky commits burn the manager's trust and eventually the seat. Forecast discipline is what separates the AE who compounds tenure from the AE who peaks in the first year and stalls.

The AE also owns the daily judgment on which prospect deserves a fully custom approach and which fits the standard playbook. Every prospect wants to feel important. Every AE has finite hours. The AE who cannot tier the book in the first month burns hours on prospects who were never going to close.

How to brief them well

You brief an AE on the target account list, the ideal customer profile, and the quota carrying expectation. Here is the ICP. Here is the target account list. Here is the quota. Here is the ramp. The manager comes back inside a week with a territory plan and a coverage plan.

Bad briefs look like a raw list of accounts without a prioritization. Please close these hundred accounts. Please hit two million in your first quarter. Please open this vertical. Every ask without an ICP filter or a pipeline reality check sets the AE up to miss.

Context the AE needs on arrival includes the current pipeline in the territory, the coverage on stage two, the state of the CRM data, the enablement calendar, and the political relationships with SDRs, SEs, and product. An AE who does not know which SE covers their deals is going to lose two weeks scheduling technical calls.

The strongest brief pairs a quota with defined access to a resource set. Two million in mid market ACV. Access to two SDRs, a sales engineer, and a legal review turnaround under seventy two hours. Named resources save the AE from spending the quarter chasing every internal partner for coverage.

The strong brief also names the top account the AE will invest disproportionate time in for the year. Every territory has one to three accounts where the strategic prize is bigger than the ACV. The AE who names those accounts in annual planning gets the coverage from SEs and executive sponsors that makes the multi year prize possible.

The brief also names the CRM discipline the manager expects. Deal stage updates weekly, notes on every meaningful touch, and champion mapping updated on the top five deals. AEs who arrive lax on CRM discipline get their forecast questioned every review.

Review cadence + operating rhythm

Weekly rhythm

Weekly at the AE level is a pipeline review with the sales manager and a personal cadence. A Monday pipeline review of thirty to forty five minutes with the manager, covering every open deal at stage two or later. Wednesday and Friday one on ones with SDRs and SEs on deals in flight. Daily calls with prospects. The AE runs their own week, meaning the AE decides which deals get the time.

Monthly and quarterly reviews

Monthly is the forecast call and the deal review. The AE presents the forecast for the month, defends any deal that slipped from the previous month, and takes coaching on the deals stuck at a particular stage. Monthly is when the AE and the manager reconcile pipeline coverage against the quarterly target.

Quarterly is the honest review. Attainment against quota, pipeline health going into the next quarter, and any pattern in wins and losses. If the AE is at eighty percent of quota with weak coverage, the manager and the AE build a plan together. If the AE is at fifty, the plan is a PIP or a scope change.

Annual planning

Annual planning at the AE level is a territory plan. The AE writes the account plan for the year, defends the coverage, and takes the quota. The AE who arrives at the plan meeting with a written account plan and a pipeline forecast keeps political credibility. The AE who arrives empty handed accepts whatever number the manager writes.

Between the standing cadences the AE also runs a weekly deal plan update on every deal at stage three or later. A living deal plan that names the champion, the economic buyer, the competitor, and the next step is the artifact managers actually use to help. The AE who does not maintain deal plans is asking the manager to help blind.

The seat also fails when the AE cannot walk away from a bad deal. Some prospects want the product for reasons that will produce churn. The AE who closes anyway hits the number and creates a renewal problem the AM will inherit. Managers eventually learn who does this.

Measurement (real KPIs, not vanity)

Four numbers matter for the AE seat.

First, quota attainment. The number every conversation is measured against. Attainment above one hundred is healthy. Attainment below sixty two quarters in a row triggers a PIP.

Second, pipeline coverage. Open pipeline in the AE's book divided by the quarterly quota. Below three at the start of a quarter predicts the miss. Above four means the AE is being pulled thin across too many deals.

Third, win rate at closed. Closed won divided by closed deals. Below twenty five percent is a qualification problem. Between thirty five and fifty percent is healthy. Above sixty percent often signals sandbagging.

Fourth, average sales cycle. When the cycle stretches, either qualification has slipped or the product is losing to a competitor. The AE tracks this deal by deal.

Vanity metrics that mislead include gross activity, gross calls, and gross emails sent. An AE who reports activity without pipeline coverage is padding. An AE who reports pipeline dollars without coverage is hiding a coverage problem.

The diagnostic layer under win rate is the stage where deals most often stall. If deals stall at discovery, the AE has a qualification problem. If they stall at technical evaluation, the AE has an SE partnership problem. If they stall at legal, the AE has a champion strength problem. The manager and AE diagnose it together.

Compensation + career path (honest ranges)

Account Executive comp splits into segments rather than markets. Ranges vary by ACV target and by segment.

Compensation bands by market

SMB. ACV target twenty five hundred to fifteen thousand annual. Base 60 to 80 thousand. Variable equal to base at target. On target earnings 120 to 160 thousand. Volume driven role, twenty to forty deals a quarter.

Mid market. ACV target fifteen to seventy five thousand annual. Base 80 to 115 thousand. Variable equal to base at target. On target earnings 160 to 230 thousand. Ten to fifteen deals a quarter.

Enterprise. ACV target seventy five thousand to five hundred thousand annual. Base 130 to 180 thousand. Variable equal to base at target. On target earnings 260 to 360 thousand. Two to five deals a quarter. Top performers routinely double base through variable.

Strategic. ACV target five hundred thousand and above. Base 175 to 230 thousand. Variable equal to base at target. On target earnings 350 to 460 thousand. One to three deals a quarter that span twelve to eighteen month cycles.

The typical next step is senior AE, sales manager, or a lateral move to a larger deal segment. Some AEs move to sales engineering, customer success, or product management where the customer conversation translates. A healthy AE tenure in one segment is two to four years.

The negotiation moment for an AE is the ramp period on quota. A new AE who accepts a full quota in month one is signing up for a first quarter miss. A written ramp of two to three quarters is standard in enterprise and worth defending in the offer conversation.

Common ways this seat fails

The AE who cannot qualify. Every prospect is a deal. Every deal is stage two. The pipeline looks great and closes nothing. The manager stops trusting the forecast. Two quarters of that and the AE is on a PIP.

The AE who happy ears the forecast. The forecast says ninety percent commit and closes at sixty. The manager takes the pain upstairs. The AE who does not adjust forecasting habits loses credibility with the manager and the head of sales.

The AE who cannot manage the SE. The AE brings the SE in too late, briefs poorly, and burns SE time on unqualified deals. The SE stops giving the AE the good hours. The AE who does not build a working relationship with the SE loses technical coverage on real deals.

The AE who cannot handle objections. The AE freezes on pricing pushback, product gaps, or competitive comparison. The deal stalls. The manager coaches for a quarter. If the pattern does not fix itself, the AE gets moved to a smaller segment or moved out.

The AE who cannot manage a book of accounts. Every deal gets equal time. Nothing progresses. The AE burns out on tab switching. An AE who does not prioritize based on close probability and value is running an activity function, not a sales function.

The seat also fails when the AE cannot build a champion. Every deal has one person who fights for the purchase inside the customer's org. The AE who cannot find or develop that champion is running a demo tour, not a sales cycle. Champion development is a skill the AE builds deliberately or does not.

If you are building or hiring this seat and want to talk, tell me what you are trying to move.

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