Professional Services Account Executive

Toronto, ON M5A 1J2 | Direct Hire

Job ID: 54781 Industry: Other Area(s)

Professional Services Account Executive

Location: Toronto

Type: Full-Time Permanent

Our client, a cutting-edge software business solutions organization, has asked Bagg Technology Resources to assist them in finding a Professional Services Account Executive to join their innovative organization on a permanent full time basis. The Professional Services Account Executive will directly report to the VP of Sales. S/he will schedule calls and follow-ups, conduct BD research, and manage accounts. The ideal candidate will be passionate, self-directed, self-motivated, and has experience managing accounts within the IT services industry.

Why Join:

You’ll have the opportunity to be part of a positive working environment that fosters a sense of belonging and purpose. This organization believes in their people and welcomes new ideas. They often have potlucks, surprising morning coffees and breakfasts, summer barbecues, themed Halloween and Christmas parties and more!

Key Responsibilities:

Schedule calls and follow-ups (30 - 40%): 

  • Act as a main point of contact for handling customer business needs 
  • Participate in warm-lead first calls where goal is to generate interest and capture key 
  • requirements. Complete follow-up calls 
  • Develop leads and build a pipeline of new customers while retaining the existing ones 
  • Help originate sales opportunities and take them through to successful closure 
  • Make direct dial sales calls 
  • Work closely with the VP of Sales to report on P&L and account forecasts for incremental sales 
  • Achieve Professional Services contract sales targets and forecasts 
  • Schedule and execute follow-up and check-in tasks with EOD (Experts-on-demand) clients. 

Conduct BD Research (20 - 30%): 

  • Using various tools/lead sources, research, identify and qualify leads, continue to build and 
  • update contact lists 
  • Work closely with the client to identify business requirements, define service requirements for 
  • new services and advice on solutions to business requirements, and plan services to be delivered 
  • to organizations and their users 
  • Liaise and coordinate efforts with outsourced BD teams ensuring lists and activity reporting are 
  • accurate, and resolving any issues 
  • Ensure adoption and compliance with delivery methods and standards 
  • Manage client expectations in conjunction with the NetSuite Consulting Lead or Technical 
  • Services Lead to commit to the scope of work, schedule, and cost for the work and drive 
  • incremental revenue growth through further expansion of footprint at client 

Account Management (15 - 25%): 

  • Manage a portfolio of accounts to achieve long-term relationship with clients 
  • Liaise with EOD consulting teams to track and monitor key client issues. Perform contract 
  • renewals 
  • Develop a trusted client relationship as an advisor for key accounts/customer stakeholders 
  • Respond to RFPs around specific, approved opportunities. Manage the SOW & provide status 
  • updates to clients for the incremental work sold 
  • Leverage industry expertise to influence client in resourcing strategies 
  • Participate in Account planning and forecasting activities 
  • Demonstrate proficiency in conflict and negotiation management 
  • Develop a deep understanding of competitive products/services to obtain benefits and improvise 
  • internally 
  • Track, analyze and monitor customer’s usage of our products/services; prepare reports to 
  • improve our focus on the successful ones 

Conduct marketing efforts (10 - 20%): 

  • Oversee email campaigns, monitor interactions with contacts, plan and execute new campaigns 
  • Creating opportunities to meet new people via attending networking events 
  • Expand our work in new areas of the client’s business through new offerings and services 
  • through approved contracting approaches 
  • Other duties as required


  • Bachelor’s or MBA degree 
  • Minimum of 5 years of experience with strong sales, delivery, relationship management and 
  • account management experience in the IT services industry 
  • Minimum of 3 years’ experience selling professional/technical services 
  • Extensive work experience in a services delivery center and client sites 
  • Proven capability to building relationships with CXO/Director/VP level client contacts 
  • Knowledge of industry specific products, services and solutions 
  • Deep experience with NetSuite, or other ERP/financial solutions
  • Proficient at using Microsoft Office Suite, Google apps, LinkedIn, Facebook or other social media 
  • sites 
  • Hands-on experience with proposal/RFP creation and leading RFP/proposal presentations 
  • Wide variety of IT and business consulting engagement experience 
  • Ability to work independently in building pipeline of new potential customers 
  • Strong leadership, interpersonal, communication and presentation skills 
  • Ability to handle multiple projects at the same time, while maintaining quality of customer service 
  • Keen attention to detail and adherence to deadlines 
  • Critical thinking and problem solving skills 
  • Excellent listening, presenting and negotiating skills 
  • Driven and self-motivated personality, with the ability to provide self-direct work 
  • Demonstrate active listening in order to deliver excellent customer service experience 
  • Good understanding of industry specific business issues and drivers 
  • Proven experience in a rapidly growing account 
  • Travel is required – 25-30% - Canada and USA


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