Account Executive

📌 Core Information

🔹 Job Title: Account Executive

🔹 Company: MetaOption, LLC

🔹 Location: Jersey City, New Jersey, United States

🔹 Job Type: Remote

🔹 Category: 💼 Account Management

🔹 Date Posted: Mon Mar 31 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: Remote Only

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Managing and qualifying inbound leads for potential sales opportunities
• Collaboration during discovery calls to support the sales process
• Creating and managing sales proposals with internal approvals
• Building strong relationships with decision makers

ASSUMPTION: This role likely includes regular interaction with both internal sales teams and external clients, requiring effective communication and collaboration skills. The focus on relationship-building suggests that maintaining client satisfaction and loyalty is a priority.

📋 Key Responsibilities

✅ Vet and qualify all inbound leads and send to appropriate sales reps.

✅ Attend discovery calls with sales reps and assist in coordinating next steps.

✅ Create all proposals and secure internal sign-offs as needed.

✅ Manage inbound inquiries and assist where necessary.

✅ Ensure updates are maintained in MS CRM for all reps.

✅ Identify key market verticals for ERP sales through market analysis.

✅ Execute upsell and cross-sell strategies within existing accounts.

✅ Build and maintain strong relationships with key decision-makers.

✅ Collaborate with sales and technical teams to ensure service delivery.

✅ Act as the customer advocate within the company.

ASSUMPTION: The responsibilities indicate a dynamic role that combines sales, client engagement, and strategic planning to drive business growth.

🎯 Required Qualifications

Education: Not specified

Experience: At least 3 years in account management, sales, or a similar commercial role within the software sales space.

Required Skills:

• Exceptional oral and written communication skills
• Advanced Excel and PowerPoint skills
• Self-motivation and adaptability in remote work settings

Preferred Skills:

• Familiarity with MS Dynamics 365 BC/LS, Power BI, and ERP solutions
• Strong follow-up skills and a process-oriented approach

ASSUMPTION: The preferred skills suggest an emphasis on proficiency with Microsoft products and processes, indicative of the company's technical environment.

💰 Compensation & Benefits

Salary Range: Not specified

Benefits:

• Potential for full-time employment after 90-day contract
• Engagement with cutting-edge technology solutions
• Opportunities for client interaction and professional growth

Working Hours: 40 hours per week

ASSUMPTION: Compensation details are not provided, suggesting negotiation might be possible based on experience and fit.

📌 Applicant Insights

🔍 Company Context

Industry: IT Services and IT Consulting

Company Size: 51-200 employees, which implies a balance between flexibility and resource availability found in mid-sized firms.

Founded: 2005

Company Description:

• Specializes in business applications and cloud solutions
• A Microsoft Gold Certified Partner
• Focused on strategic consulting services and industry-specific solutions

Company Specialties:

• Dynamics 365 Business Central
• EDI Integration
• Custom Application Development

Company Website: http://www.metaoption.com

ASSUMPTION: MetaOption's focus on Microsoft technologies and consulting services highlights an innovative environment with opportunities for professional development.

📊 Role Analysis

Career Level: Mid-level, suitable for those with several years of industry experience.

Reporting Structure: Reports directly to the VP of Sales and CX.

Work Arrangement: Fully remote position

Growth Opportunities:

• Potential for transition from contract to full-time role
• Learning from high-level sales and technical professionals
• Opportunities to work on advanced technical solutions

ASSUMPTION: The role provides significant exposure to executive-level operations, suggesting valuable learning and growth.

🌍 Location & Work Environment

Office Type: Remote, allowing for flexible work locations.

Office Location(s): Jersey City, NJ

Geographic Context:

• Located in a major metropolitan area
• Proximity to New York City offers additional networking opportunities
• Access to a diverse talent pool in IT services

Work Schedule: Standard workweek, with potential flexibility due to remote nature

ASSUMPTION: The position's remote nature provides greater flexibility but requires self-discipline and effective time management.

💼 Interview & Application Insights

Typical Process:

• Initial online application submission
• Interview with HR or recruitment team
• Technical or role-specific interview with team members

Key Assessment Areas:

• Communication Skills
• Technical Proficiency
• Problem-solving Abilities

Application Tips:

• Highlight experience with Microsoft technologies
• Showcase examples of successful client engagements
• Demonstrate understanding of ERP and CRM systems

ATS Keywords: Account Management, Sales, Microsoft Dynamics, ERP Solutions

ASSUMPTION: The application process might include practical assessments or case studies given the focus on strategic client management and technical collaboration.

🛠️ Tools & Technologies

• Microsoft Dynamics 365
• Power BI
• MS CRM

ASSUMPTION: Candidates are expected to have hands-on experience with these platforms as they are integral to the company's service offerings.

👔 Cultural Fit Considerations

Company Values:

• Innovation and adaptation
• Client-centric solutions
• Collaborative teamwork

Work Style:

• Proactive engagement
• Flexibility and adaptability to change
• Self-motivated and goal-oriented performance

Self-Assessment Questions:

• Am I comfortable working independently in a remote setting?
• Do I thrive in a collaborative team environment?
• Can I effectively manage my time and prioritize tasks?

ASSUMPTION: The company likely values individuals who are adaptable, client-oriented, and able to work independently to meet organizational objectives.

⚠️ Potential Challenges

• Adapting to rapidly changing technology landscapes
• Navigating complex ERP and CRM implementations
• Engaging with diverse clients and industries
• Maintaining high levels of self-motivation remotely

ASSUMPTION: The role might require balancing multiple client demands with the strategic growth objectives of the company.

📈 Similar Roles Comparison

• Similar roles at larger firms may offer more specialized duties
• Compensation and benefits can vary significantly with other industry leaders
• Responsibilities in smaller firms might include a broader range of activities

ASSUMPTION: Comparing roles could reveal opportunities to apply unique skills or identify more suitable company fits based on culture and expectations.

📝 Sample Projects

• Implementation of Dynamics 365 in a mid-sized retail enterprise
• Creating customized reporting solutions using Power BI for healthcare clients
• Integration of ERP solutions for logistical operations

ASSUMPTION: The projects listed suggest complex engagements that require sophisticated planning and execution skills.

❓ Key Questions to Ask During Interview

• How does MetaOption support remote employees in maintaining productivity?
• What metrics are used to measure success in this role?
• Can you describe a recent client success story?
• What training opportunities does the company offer?
• How does the company stay ahead of industry trends and technological advancements?

ASSUMPTION: These questions can help candidates assess alignment with their career goals and ensure clarity on expectations.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Ensure your resume highlights relevant skills and experiences
• Prepare examples of past work related to ERP and CRM solutions
• Research MetaOption’s projects and case studies for interview preparation
• Follow up after your application to reaffirm your interest

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.