Trainee Account Executive
Company Description
Redefine Innovations is a Boston-based IT company that has been working with clients nationwide since 2001, specializing in wholesale, distribution, manufacturing, and B2B commerce businesses across the US. The company helps organizations modernize their IT systems, implement B2B commerce platforms, and migrate to Dynamics 365 Business Central using a structured, fixed-price approach. Projects are led by senior consultants only, with a focus on transparency, direct communication, and eliminating scope creep or unexpected costs. Core services include B2B commerce solutions, custom software development, data and analytics with Power BI, AI-driven automation, and digital transformation and systems integration. Team members collaborate closely with clients to ensure scalable, reliable systems that align with business growth. Role Description The Trainee Account Executive is a full-time, remote role that supports senior account executives in managing client relationships and delivering technology solutions. Day-to-day responsibilities include assisting with prospect outreach, participating in discovery calls, and helping document client requirements for projects related to B2B commerce, Dynamics 365 Business Central, and IT modernization. The role involves preparing presentations and proposals, updating CRM records, tracking opportunities, and following up on client communications to ensure smooth sales cycles. The Trainee Account Executive will collaborate with consulting and technical teams to align client expectations, gather feedback, and support project handoffs. Over time, this role is expected to grow into managing a portfolio of accounts with guidance from senior team members.
Qualifications
Candidates should possess foundational skills in sales support and account management, including client communication, relationship building, and follow-up coordination. Candidates should possess skills in business analysis and problem solving, such as understanding client needs, documenting requirements, and translating business challenges into clear objectives. Candidates should possess skills in organization and planning, including time management, task prioritization, and maintaining accurate records in CRM or similar tools. Candidates should possess skills in written and verbal communication, including preparing professional emails, presentations, and basic sales materials. Candidates should possess basic technical aptitude and willingness to learn about ERP systems, B2B commerce platforms, data and analytics, and digital transformation concepts. Relevant qualifications include a bachelor’s degree in business, marketing, information systems, or a related field, or equivalent practical experience. Additional beneficial qualifications include interest in the technology or software industry, comfort working in a remote, collaborative environment, and a proactive, detail-oriented approach to learning and professional development.