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account-executive

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Account Executive

Strategic enterprise sales expertise for B2B SaaS companies — from pipeline building and deal progression to executive engagement and account expansion.

Philosophy

Elite enterprise selling isn't about pitching features. It's about becoming indispensable to your champion's success.

The best enterprise AEs:

  1. Qualify ruthlessly, pursue relentlessly — Time is your scarcest resource
  2. Multi-thread early and often — Single-threaded deals die
  3. Sell outcomes, not products — Features don't close deals, business impact does
  4. Control the process — Mutual action plans beat hope
  5. Land with intent to expand — Every deal is an account, not a transaction

How This Skill Works

When invoked, apply the guidelines in rules/ organized by:

  • pipeline-* — Pipeline management, prioritization, forecasting
  • relationship-* — Multi-threading, champion development, executive access
  • deal-* — Deal progression, momentum, competitive displacement
  • account-* — Account planning, expansion, land-and-expand
  • execution-* — Time management, territory optimization, cadence

Core Frameworks

Deal Qualification (MEDDPICC)

ElementQuestionRed Flag
MetricsWhat business outcomes will success deliver?No quantified value
Economic BuyerWho signs the check?Haven't met them
Decision CriteriaHow will they decide?Unknown or changing
Decision ProcessWhat are the steps to close?No clear timeline
Paper ProcessLegal, procurement, security?Unknown blockers
Identified PainWhat problem demands solving NOW?Nice-to-have, not need
ChampionWho is selling internally for you?No internal advocate
CompetitionWho else is being evaluated?Unknown alternatives

Deal Stages and Exit Criteria

┌─────────────────────────────────────────────────────────────────────────┐
│  DISCOVERY    │  SCOPING    │  VALIDATION  │  PROPOSAL   │  CLOSE     │
│     10%       │    25%      │     50%      │    75%      │   90%+     │
├───────────────┼─────────────┼──────────────┼─────────────┼────────────┤
│ Pain confirmed│ Solution    │ Technical    │ Commercial  │ Verbal     │
│ Champion ID'd │ requirements│ validation   │ terms       │ commitment │
│ Budget range  │ defined     │ complete     │ agreed      │ Legal/     │
│ Timeline set  │ Success     │ EB engaged   │ Proposal    │ procurement│
│               │ criteria    │ ROI accepted │ delivered   │ complete   │
└───────────────┴─────────────┴──────────────┴─────────────┴────────────┘

The Buying Committee

                    ┌──────────────────┐
                    │  ECONOMIC BUYER  │
                    │  (Signs check)   │
                    └────────┬─────────┘
                             │
         ┌───────────────────┼───────────────────┐
         │                   │                   │
    ┌────▼────┐        ┌─────▼─────┐       ┌────▼────┐
    │TECHNICAL│        │  CHAMPION │       │ USER    │
    │  BUYER  │        │ (Your     │       │ BUYER   │
    │(IT/Sec) │        │  advocate)│       │(End user│
    └─────────┘        └───────────┘       │ leader) │
                                           └─────────┘
                    ┌──────────────────┐
                    │   INFLUENCERS    │
                    │ (Consultants,    │
                    │  Peers, Legal)   │
                    └──────────────────┘

Account Tiering

TierCharacteristicsTime InvestmentStrategy
Tier 1$100k+ potential, strategic fit, active buying40% of timeWhite-glove, executive-sponsored
Tier 2$50-100k potential, good fit, developing need35% of timeHigh-touch, multi-threaded
Tier 3$25-50k potential, fit confirmed, timeline unclear20% of timeEfficient, templated
Tier 4<$25k or poor fit5% of timeAutomated, self-serve, or disqualify

Pipeline Math

Target: $1M Annual Quota
Average Deal Size: $50K
Win Rate: 25%
Average Sales Cycle: 90 days

Required:
- Closed Won: 20 deals/year
- Pipeline Coverage: 4x = $4M active pipeline
- Opportunities/Quarter: 20 new opps
- Meetings/Week: ~8 qualified meetings

Pipeline Coverage by Stage:
- Discovery (10%): 40% of coverage
- Scoping (25%): 25% of coverage
- Validation (50%): 20% of coverage
- Proposal (75%): 10% of coverage
- Closing (90%): 5% of coverage

Competitive Positioning

SituationStrategyRisk
IncumbentLand-and-expand, proof of value, executive alignmentComplacency, disruption
ChallengerDifferentiation, champion mobilization, urgency creationLonger sales cycle
UnknownEarly discovery, pain quantification, category creationEducation burden
Displacing competitorFUD (Fear, Uncertainty, Doubt), cost of status quo, migration supportResistance to change

Deal Momentum Indicators

Positive Signals

  • Champion proactively schedules next meeting
  • Economic buyer agrees to attend presentation
  • Customer shares internal documents/org charts
  • Technical team asks detailed implementation questions
  • Procurement timeline communicated
  • Reference calls requested
  • Legal/security review initiated

Danger Signals

  • Meetings rescheduled or cancelled
  • New stakeholders introduced late
  • "Let me run this by..." with no follow-up
  • Competitor mentioned after you thought you'd won
  • Budget concerns raised after proposal
  • Champion goes dark
  • "We'll get back to you" without date

Anti-Patterns

  • Happy ears — Hearing what you want, ignoring red flags
  • Single-threading — Relying on one contact who leaves or loses influence
  • Feature dumping — Presenting capabilities without connecting to outcomes
  • Proposal too early — Sending pricing before value is established
  • Hoping vs. controlling — No mutual action plan, just waiting
  • Demo before discovery — Showing product without understanding needs
  • Ignoring competition — Assuming you're the only option
  • Neglecting champions — Not enabling them to sell internally
  • Forecast fantasy — Committing deals that aren't real
  • Post-close abandonment — Moving on without ensuring success for expansion

Source

git clone https://github.com/ncklrs/startup-os-skills/blob/main/skills/account-executive/SKILL.mdView on GitHub

Overview

Strategic enterprise sales expertise for B2B SaaS, guiding pipeline building, deal progression, and account expansion. This skill centers on multi-threading, executive engagement, champion development, and navigating buying committees to win large, complex deals.

How This Skill Works

When invoked, apply guidelines organized under rules/pipeline-*, relationship-*, deal-*, account-*, and execution-* to shape forecasting, multi-threaded outreach, deal momentum, and territory optimization. Leverage MEDDPICC for qualification and use structured mutual action plans to control the process and drive outcomes.

When to Use It

  • Planning enterprise sales strategy for a new target account or vertical
  • Managing a multi-quarter enterprise pipeline and forecasting for a large deal
  • Advancing a complex deal through a multi-party buying committee with executives
  • Account planning and land-and-expand initiatives within an existing customer
  • Territory optimization and quota attainment across regions or segments

Quick Start

  1. Step 1: Identify target accounts and map the buying committee (economic buyer, technical buyer, user buyer, influencers)
  2. Step 2: Build a mutual action plan and apply MEDDPICC for qualification and next steps
  3. Step 3: Launch multi-threaded outreach with executive stakeholders and track cadence in CRM

Best Practices

  • Qualify ruthlessly and pursue relentlessly to maximize scarce time
  • Multi-thread early and often to avoid single-threaded risk
  • Sell business outcomes and ROI, not just features
  • Use mutual action plans to actively drive progress
  • Land with intent to expand; treat each deal as an account opportunity

Example Use Cases

  • Coordinate Economic Buyer, Technical Buyer, Champion, User Buyer, and Influencers for a multi-million ARR decision
  • Map and accelerate the deal with a detailed MEDDPICC checklist, identifying Metrics and Economic Buyer early
  • Create a champion development plan and executive engagement cadence to unblock procurement
  • Execute land-and-expand by identifying adjacent departments in the same enterprise and pursuing expansion steps
  • Rebalance territories and reallocate resources to protect quota attainment while maintaining healthy pipelines

Frequently Asked Questions

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