Overview
Title: Account Executive Department: Sales Status: Exempt Position Summary: This role is responsible for driving sales growth, managing strategic relationships, and supporting dealers, agents, and OEM networks. The ideal candidate will bring strong organizational skills, a deep understanding of our products, and a commitment to meeting performance targets while maintaining operational excellence. Responsibilities
Sales Growth & Revenue Management: Achieve or exceed assigned Net Revenue Budget targets; train and support dealer remittance process; bonus eligibility tied to achieving 80% or better revenue objectives; identify and generate two qualified sales leads each month (non-Zurich). Territory & Relationship Management: Build and maintain strong relationships with agents, dealers, and OEMs, supporting mutual growth; provide consistent support and guidance to partner channels to ensure alignment and engagement. Travel expectations: Travel up to 75% per month to support field activities, relationship building, training, trade shows, and networking events. Training & Product Expertise: Conduct detailed and ongoing training for dealers, agents, and internal stakeholders to ensure full product and process understanding; maintain expert-level product knowledge and communicate value propositions effectively to customers and partners. Compliance & Operational Excellence: Manage compliance with internal policies, industry regulations, and contractual obligations across the territory; oversee and manage supply levels to ensure proper availability and minimize disruptions; accurately manage and report Travel & Entertainment (T&E) expenses within the approved budget. CRM & Technology Utilization: Ensure accurate, timely, and consistent use of CRM tools to document activities, pipeline updates, and customer interactions; fully utilize Sales systems/programs (e.g., DOMO, Map My Customer) to plan and execute field activity, track visits, and optimize territory management. Reporting and Tools: Utilize the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) proficiently for reporting, presentations, and communication; deliver weekly, monthly, and quarterly updates on performance metrics, training activities, and territory health; cultivate new relationships within your assigned territory; drive new revenue streams by leveraging existing marketing and lead generation campaigns and/or programs provided by CalTex; educate prospects and clients with brand-specific presentations, product demonstrations, virtual and firsthand training; create cross-sell opportunities with existing clients to increase product saturation in dealerships; train Service Advisors on claims processes via CalTex applications, websites or telephone; train Sales and F&I Department on all aspects of CalTex programs utilized and available; work independently and demonstrate effective time management using Microsoft Outlook, TEAMS and Spiro CRM tools; ensure all activities comply with organizational guidelines and laws governing business operations. Qualifications
Education/Experience: High school diploma or equivalent required, with at least 3 years of experience in a direct customer relations role. College degree preferred; successful record in automotive dealership and/or after-market sales desired. In addition, a qualified applicant will: Proven experience in sales, account management, or territory development; demonstrated success in achieving sales goals and managing partner/channel relationships; ability to travel up to 75% as needed; strong organizational, communication, and training skills; proficient in Microsoft Office Suite and CRM systems; must possess and maintain a valid driver’s license, proof of auto insurance and acceptable driving record. Supervisory Responsibility
This position does not have any supervisory responsibilities. Work Environment
Most job responsibilities are performed outdoors with exposure to a variety of weather conditions and hazards. Flex hours may be required (must be able to work nights and weekends on a non-routine basis). Contacts
Interaction will occur with all levels of employees and management, outside vendors and contractors in the performance of the job duties related to the Account Executive. Interaction will entail the exchange and gathering of information and responding to questions and requests from leaders and customers. The above description is meant to provide an overview/summary of the nature and level of work being performed; it should not be construed as an exhaustive list of all responsibilities, duties and requirements of the job. Cal-Tex reserves the right to modify the content formally or informally, follow any other job-related duties/functions requested by their supervisor. Further, all employment at Cal-Tex is at-will and may be terminated at any time with or without notice and with or without cause, at the company’s discretion.
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Title: Account Executive Department: Sales Status: Exempt Position Summary: This role is responsible for driving sales growth, managing strategic relationships, and supporting dealers, agents, and OEM networks. The ideal candidate will bring strong organizational skills, a deep understanding of our products, and a commitment to meeting performance targets while maintaining operational excellence. Responsibilities
Sales Growth & Revenue Management: Achieve or exceed assigned Net Revenue Budget targets; train and support dealer remittance process; bonus eligibility tied to achieving 80% or better revenue objectives; identify and generate two qualified sales leads each month (non-Zurich). Territory & Relationship Management: Build and maintain strong relationships with agents, dealers, and OEMs, supporting mutual growth; provide consistent support and guidance to partner channels to ensure alignment and engagement. Travel expectations: Travel up to 75% per month to support field activities, relationship building, training, trade shows, and networking events. Training & Product Expertise: Conduct detailed and ongoing training for dealers, agents, and internal stakeholders to ensure full product and process understanding; maintain expert-level product knowledge and communicate value propositions effectively to customers and partners. Compliance & Operational Excellence: Manage compliance with internal policies, industry regulations, and contractual obligations across the territory; oversee and manage supply levels to ensure proper availability and minimize disruptions; accurately manage and report Travel & Entertainment (T&E) expenses within the approved budget. CRM & Technology Utilization: Ensure accurate, timely, and consistent use of CRM tools to document activities, pipeline updates, and customer interactions; fully utilize Sales systems/programs (e.g., DOMO, Map My Customer) to plan and execute field activity, track visits, and optimize territory management. Reporting and Tools: Utilize the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) proficiently for reporting, presentations, and communication; deliver weekly, monthly, and quarterly updates on performance metrics, training activities, and territory health; cultivate new relationships within your assigned territory; drive new revenue streams by leveraging existing marketing and lead generation campaigns and/or programs provided by CalTex; educate prospects and clients with brand-specific presentations, product demonstrations, virtual and firsthand training; create cross-sell opportunities with existing clients to increase product saturation in dealerships; train Service Advisors on claims processes via CalTex applications, websites or telephone; train Sales and F&I Department on all aspects of CalTex programs utilized and available; work independently and demonstrate effective time management using Microsoft Outlook, TEAMS and Spiro CRM tools; ensure all activities comply with organizational guidelines and laws governing business operations. Qualifications
Education/Experience: High school diploma or equivalent required, with at least 3 years of experience in a direct customer relations role. College degree preferred; successful record in automotive dealership and/or after-market sales desired. In addition, a qualified applicant will: Proven experience in sales, account management, or territory development; demonstrated success in achieving sales goals and managing partner/channel relationships; ability to travel up to 75% as needed; strong organizational, communication, and training skills; proficient in Microsoft Office Suite and CRM systems; must possess and maintain a valid driver’s license, proof of auto insurance and acceptable driving record. Supervisory Responsibility
This position does not have any supervisory responsibilities. Work Environment
Most job responsibilities are performed outdoors with exposure to a variety of weather conditions and hazards. Flex hours may be required (must be able to work nights and weekends on a non-routine basis). Contacts
Interaction will occur with all levels of employees and management, outside vendors and contractors in the performance of the job duties related to the Account Executive. Interaction will entail the exchange and gathering of information and responding to questions and requests from leaders and customers. The above description is meant to provide an overview/summary of the nature and level of work being performed; it should not be construed as an exhaustive list of all responsibilities, duties and requirements of the job. Cal-Tex reserves the right to modify the content formally or informally, follow any other job-related duties/functions requested by their supervisor. Further, all employment at Cal-Tex is at-will and may be terminated at any time with or without notice and with or without cause, at the company’s discretion.
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