NewInsurance - Commercial Lines Account Executive JobotInsurance - Commercial Lines Account ExecutiveIslandia, NY$70,000–$85,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The primary responsibility of this position will be supporting the renewal process by shopping existing insured lines to both direct and Excess & Surplus (E&S) markets through wholesale agents.
Sales Account Executive - Remote Riverside PaymentsSales Account Executive - RemoteNorth Arlington, NJRemote$75,000–$95,000 / yearFrom providing the equipment to processing the transactions, we provide businesses the ability to accept credit cards and allow them to compete in today’s changing marketplace. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Account Executive - New York, NY Titan Formwork Systems, LLCAccount Executive - New York, NYNew York City, NYThe Account Executive is responsible for driving sales growth by developing and managing customer relationships, promoting Titan Formwork’s products and services, and providing technical sales support on large-scale construction projects. The Account Executive plays a key role in supporting commercial, institutional, and multi-family residential projects within the assigned regional market.
Account Executive-New York and Connecticut Captive Territory Sentry InsuranceAccount Executive-New York and Connecticut Captive TerritoryWhite Plains, NY$105,492–$141,492 / yearp/>Total currently estimated projected compensation range for this position is $105,492-$141,492, which is a combination of base pay, currently projected renewal commissions, and currently estimated new business commission opportunities. We provide everything you need to carve out a sales career filled with success and purpose, including: High earning potential with base salary, commissions, monthly/annual incentives, plus recognition trips.
Account Executive, Preqin, Vice President BlackRockAccount Executive, Preqin, Vice PresidentNew York, NY$132,000–$180,000 / yearOur clients can access our investment solutions through a variety of product structures, including separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares® ETFs. To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
NewAccount Executive LaterAccount ExecutiveNew York, NYRemote$250,000–$300,000 / yearp>By combining trusted insight with expert guidance, Later removes guesswork from influencer marketing, enabling brands to choose the right creators, execute fully managed campaigns, and drive meaningful growth across awareness, engagement, and revenue. Built on a native, AI-powered platform and more than a decade of proprietary data—including billions of social interactions, impressions, and $2.4B+ in verified influencer-driven purchases—Later helps teams understand what will work before they launch.
NewAccount Executive - Remote LaterAccount Executive - RemoteNew York, NYRemote$250,000–$300,000 / yearp>By combining trusted insight with expert guidance, Later removes guesswork from influencer marketing, enabling brands to choose the right creators, execute fully managed campaigns, and drive meaningful growth across awareness, engagement, and revenue. Built on a native, AI-powered platform and more than a decade of proprietary data—including billions of social interactions, impressions, and $2.4B+ in verified influencer-driven purchases—Later helps teams understand what will work before they launch.
NewAccount Executive Global Account Sales Securitas TechnologyAccount Executive Global Account SalesElmsford, NY$75,000–$90,000div style="font-family:'segoe ui';font-size:14px;font-style:normal;font-weight:400;line-height:20px">This role partners with Global Clients to drive revenue growth by identifying new opportunities, managing project estimates and proposals, and supporting complex system designs from initial site assessment through installation. Support Global Clients organization with sales efforts required to increase production within assigned accounts including identifying and developing new opportunities.
NewJunior Account Executive/Associate Account Executive AtriumJunior Account Executive/Associate Account ExecutiveNew York, NY$60,000–$105,000 / yearb>Preferred Experience/Skills for the Junior Account Executive/Associate Account Executive: Experience supporting senior sales leadership or working closely with executive-level sales staff. Our client is a growing company specializing in boys' and girls' apparel with a strong presence in off-price retail channels, including major discount retailers.
NewSales Account Executive Securitas TechnologySales Account ExecutiveElmsford, NY$75,000–$90,000div style="font-family:'segoe ui';font-size:14px;font-style:normal;font-weight:400;line-height:20px">This role partners with Global Clients to drive revenue growth by identifying new opportunities, managing project estimates and proposals, and supporting complex system designs from initial site assessment through installation. Support Global Clients organization with sales efforts required to increase production within assigned accounts including identifying and developing new opportunities.
NewAccounting & Finance Recruiter at Jobot - Work 100% Remote! JobotAccounting & Finance Recruiter at Jobot - Work 100% Remote!New York, NYRemote$75,000–$500,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We combine experienced recruiters with advanced technology, including our proprietary software Jax and AI assistant Jeni, to help connect good people with good jobs!
Executive Assistant Reed Smith USExecutive AssistantNew York, New York$39.96–$48.76Full timeThis role will deliver value in the following ways: central support resource for the leader and the practice team; an integrator connecting work streams that would otherwise remain siloed; a communicator linking the practice team, clients and the broader organization. Leveraging the Firm's Travel Department while overseeing all aspects of travel planning, logistics, details and execution, to attorney's preferences, aiming to be efficient with the attorney's time during business trips, and keeping client-related components of business trips at the forefront.
Senior Manager, Accounting Methods bdo consultingSenior Manager, Accounting MethodsNew York, NY$99,750–$262,500 / yearp>The STS Tax Senior Manager, Accounting Methods pursue opportunities to enable them to gain and improve their skills in every aspect of professional service, including technical, interpersonal, verbal and written communication, project management, practice management, and business development. As an STS Tax Senior Manager, Accounting Methods, you will have the opportunity and charge to innovate and collaborate with fellow BDO colleagues in all of our business lines, as well as with our clients’ leaders in tax, accounting, and finance, and also in their operations, software, manufacturing, and supply chain departments.
NewCommercial Solutions Executive, Enterprise Agreements NetAppCommercial Solutions Executive, Enterprise AgreementsNew York, NY$287,300–$371,800 / yearAs the only enterprise-grade storage service natively embedded in Google Cloud, AWS, and Microsoft Azure, we empower customers to run everything from traditional workloads to enterprise AI with unmatched performance, resilience, and security. In this role, you drive value-based conversations with senior stakeholders, shape commercial strategy, and structure complex, multi-year agreements that align customer business outcomes with NetApp solutions.
Executive Assistant Beacon Hill Staffing Group, LLCExecutive AssistantNew York, NY$149,000–$150,000 / yearFull timeLearn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. This role is ideal for a confident EA who thrives in a high‑octane, social, and collaborative culture and is motivated by strong team dynamics, work‑life balance, and excellent perks.
Key Account Manager, Strategic NVO CMA CGM (America) LLCKey Account Manager, Strategic NVOEast Rutherford, Nj$95,000–$122,284 / year
NewSEC Reporting & Technical Accounting Director Vaco LLCSEC Reporting & Technical Accounting DirectorNew York, NY$220,000–$250,000p> Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Canadian residents may access our policies in English here and in French here.
NewCorporate Account Manager, Microelectronics Ecolab Inc.Corporate Account Manager, MicroelectronicsNew York City, NY$142,100–$213,200 / yearWe work with customers across the world in the light industry (institutional, food & beverage, transportation and manufacturing), heavy industry (chemical, power and primary metals industries), paper and mining operations to reduce, reuse, and recycle their water while protecting their systems and equipment. You will be responsible for all enterprise revenue generating activities, including driving and owning sales opportunities/processes, executive communications and presentations, and implementing value added customer solutions within your assigned corporate account portfolio(s).
Account Development Representative Snorkel AIAccount Development RepresentativeNew York, NY$80,000–$110,000 / yearA successful ADR will make outbound phone calls to strategic prospects, send personalized emails with value-adding content, as well as constantly adding new contacts into their prospecting sequences. We work with some of the world’s largest organizations to empower scientists, engineers, financial experts, product creators, journalists, and more to build custom AI with their data faster than ever before.
NewAccount Manager (Client Success) LaterAccount Manager (Client Success)New York, NYRemote$130,000–$180,000 / yearp>By combining trusted insight with expert guidance, Later removes guesswork from influencer marketing, enabling brands to choose the right creators, execute fully managed campaigns, and drive meaningful growth across awareness, engagement, and revenue. This is a revenue-critical role responsible for driving net revenue retention through renewals, upsells, and cross-sell—while ensuring customers consistently realize meaningful value from Later’s products and services.
Enterprise Account Director - Remote LaterEnterprise Account Director - RemoteNew York, NYRemote$175,000–$225,000 / yearp>By combining trusted insight with expert guidance, Later removes guesswork from influencer marketing, enabling brands to choose the right creators, execute fully managed campaigns, and drive meaningful growth across awareness, engagement, and revenue. Built on a native, AI-powered platform and more than a decade of proprietary data—including billions of social interactions, impressions, and $2.4B+ in verified influencer-driven purchases—Later helps teams understand what will work before they launch.
Enterprise Account Director LaterEnterprise Account DirectorNew York, NYRemote$175,000–$225,000 / yearp>By combining trusted insight with expert guidance, Later removes guesswork from influencer marketing, enabling brands to choose the right creators, execute fully managed campaigns, and drive meaningful growth across awareness, engagement, and revenue. Built on a native, AI-powered platform and more than a decade of proprietary data—including billions of social interactions, impressions, and $2.4B+ in verified influencer-driven purchases—Later helps teams understand what will work before they launch.
NewAccount Manager Ecolab Inc.Account ManagerNew York City, NY$118,600–$177,800 / yearWe work with customers across the world in the light industry (institutional, food & beverage, manufacturing, transportation, textile care, and global high tech) and heavy industry (chemical, downstream, paper, mining, power and primary metals industries) to reduce, reuse, and recycle their water while protecting their systems and equipment. Nalco Water provides the unique opportunity to work with a broad suite of technologies to deliver automated monitoring systems, data analysis and deep technical expertise to increase efficiency, sustainability and performance for our customers.
NewAccount Manager - Water Ecolab Inc.Account Manager - WaterNew York City, NY$118,600–$177,800 / yearWe work with customers across the world in the light industry (institutional, food & beverage, manufacturing, transportation, textile care, and global high tech) and heavy industry (chemical, downstream, paper, mining, power and primary metals industries) to reduce, reuse, and recycle their water while protecting their systems and equipment. Nalco Water provides the unique opportunity to work with a broad suite of technologies to deliver automated monitoring systems, data analysis and deep technical expertise to increase efficiency, sustainability and performance for our customers.
Head of Account Development Snorkel AIHead of Account DevelopmentNew York, NY$185,000–$300,000 / yearli>Research and data driven approach to account planning and prospecting; can identify highly qualified opportunities quickly from early discussions with technical personas. Work closely with Enterprise Account Executive team to develop strong support strategy to identify and source net new pipeline that leads to closed-won revenue.
NewChemical Business Development Executive Gables Search GroupChemical Business Development ExecutiveNew York, NY$135,000–$150,000relationships, pricing, margins, supply dynamics, and market movement.You will be responsible for growing sales and profitability across an. The ideal candidate will have: 5-8+ years of successful experience in chemical sales, commodity.
NewDirector, Client Executive BNYDirector, Client ExecutiveNew York, NY$25–$50 / hourWork closely with various lines of business (Markets, Corporate Trust, Pershing, Lending, Growth Ventures, Investment Management, Global Payments & Trade) and BNY Senior Management to drive commercial outcomes and foster our 1BNY approach to client relationships. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
NewSenior Director, Client Executive BNYSenior Director, Client ExecutiveNew York, NY$25–$50 / hourWork closely with various lines of business (Markets, Corporate Trust, Pershing, Lending, Growth Ventures, Investment Management, Global Payments & Trade) and BNY Senior Management to drive commercial outcomes and foster our 1BNY approach to client relationships. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Business Development Director bdo consultingBusiness Development DirectorStamford, CT$150,000–$180,000 / yearli>Upon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan. Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.
Copier Account Executive EclaroCopier Account ExecutiveMelville, NY$69,300–$103,770 / yearFull timeThe role requires effective communication with Fortune 500 level executives including CEOs, CIOs, and CFOs to present high-level sales strategies, ROI analyses, and technical workflow solutions, as well as providing technical expertise to assist dealers and customers in selecting hardware and software solutions. Communicates effectively with Fortune 500 Customers including CEO, CIO, and CFO's presenting High Level Sales Strategies, ROI, and Technical Workflow analysis.
Account Executive AmarelAccount ExecutiveHoboken, NJ$75,000–$95,000 / yearFull timeAmarel US is seeking a driven, full-cycle Account Executive with 3–5 years of B2B SaaS experience to own the entire sales process for our next-generation Enterprise CCMS and AI-powered knowledge platform. · Enjoy the speed and energy of a small, tight-knit US team, backed by over 20 years of global domain expertise in Knowledge Management and CCMS.
SVP / VP, Strategic Enterprise Accounts - (Senior Account Executive / Managing Director, Strategic Accounts) - (NY/US) - Full-time | Hybrid Cast SASVP / VP, Strategic Enterprise Accounts - (Senior Account Executive / Managing Director, Strategic Accounts) - (NY/US) - Full-time | HybridNew York, NY$350,000–$400,000 / yearWho You Are You combine executive presence with a builder mentality and a strong track record of closing complex enterprise deals Proven success selling Software SaaS Technology solutions in senior enterprise sales roles with a consultative B2B approach. What Youll Do You will be accountable for rapidly growing CASTs footprint within strategic enterprise customers by Owning revenue generation and account strategy across named Retail Healthcare Manufacturing Transportation and Industrial accounts.
Co-Founder & CEO - AI Accounting Agents for CPA Firms FutureSightCo-Founder & CEO - AI Accounting Agents for CPA FirmsNew York, NYCrossfoot is agentic accounting for small-to-mid CPA firms; a segment where accountant shortages are structural, client intake is capped by production headcount, and the manual close and tax prep workflow consumes the majority of senior staff capacity. Customer Development — Lead pilots with managing partners, CAS leads, and outsourced-accounting/BPO operators at small-to-mid CPA firms, convert them to paid engagements, and build the referral-led go-to-market motion.
Account Executive, Data Feed & API PitchBook Data IncAccount Executive, Data Feed & APINew York, NYDirect Data Account Executives are tasked with synthesizing the needs expressed by their clients, their knowledge of the client's industry, and the capabilities of PitchBook's data into a solution that creates success for our customers. Account Executives work in collaboration with our Direct Data Sales Engineers to customize data feed and API solutions and support customers on the path to value creation with PitchBook data feeds and APIs.
Account Executive, Large Enterprise GBS (Sales Practice) Gartner IncAccount Executive, Large Enterprise GBS (Sales Practice)NYp>What you need: • 6 - 10 years of external experience with validated consultative sales, with evidence of prior success • Proficiency in account planning and an understanding of territory management • The ability to prospect and run C-level and senior-level relationships within midsize and large organizations • Demonstrated intellect, drive, executive presence and sales acumen • Proven experience building excellent client relationships through offering beneficial, insightful and strategic insights into their businesses • Strong proficiency in computer skills • Excellent written and oral presentation skills • Knowledge of the full life cycle of the sales process, from prospecting to close • Bachelor's degree preferred. Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities.
Account Executive VMLY&R (Inactive)Account ExecutiveNew York, NY$45,000–$90,000 / yearWe unite cutting-edge media intelligence and data solutions, world-class creativity, next-generation production, transformative enterprise solutions and expert strategic counsel in a single company - powered by exceptional talent and our agentic marketing platform, WPP Open, to help our clients navigate change, capture opportunity and deliver transformational growth. The agency is recognized by the Forrester Wave Reports, as a Leader among Marketing Creative and Content Service Providers, Commerce Services, Global Digital Experience Services, Global Marketing Services and, most recently, Marketing Measurement & Optimization.
Account Executive, Growth AffiniPayAccount Executive, GrowthNY$130,000–$160,000 / year2+ years of consultative, B2B sales w/ closing experience (SaaS experience preferred) Ability to cold call prospects and convert conversations into pipeline opportunities Excellent written and verbal communication skills Passion for sales and a self-driven sense of motivation The ability to act as a consultant and get prospects to think differently about their business Attention to detail & ability to thrive in a growing environment Ideally located in one of our hub locations: Austin, TX (HQ), San Diego, Vancouver, Denver or Toronto! • Own the full sales cycle from outbound prospecting and product demos to deal negotiation and close, with support from marketing and XDR • Build a comprehensive understanding of our software solutions and competitive landscape (strengths, weaknesses, benefits) to best position these products in the market • Empower our customers by connecting our value proposition directly to customer ROI • Build trusted relationships that go beyond the first sale - earning repeat business, referrals, and customer loyalty by understanding what matters most to your clients.
Senior Account Executive, LE, GTS Gartner IncSenior Account Executive, LE, GTSNew York City, NYOur mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities. You'll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes.
Senior Account Executive Gartner IncSenior Account ExecutiveNJYoull have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes. Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities.
Strategic Account Executive 4 - Twilio.org Twilio IncStrategic Account Executive 4 - Twilio.orgNY$146,880–$183,600 / yearp>You have the rare combination of sales or consulting experience in the non-profit or social impact space, business acumen and technical savvy, and are looking to make a difference in the world by utilizing those skills to empower Twilions to successfully work with public sector, and other organizations, to drive good in the world with Twilio products and are looking to build your career where these skills can intersect and grow! Act as a trusted advisor to customers by mapping Twilio capabilities to real-world impact use cases (e.g., citizen engagement, crisis response, access to services, fundraising, and community outreach).
Account Executive- Invest Gartner IncAccount Executive- InvestNYp>Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities. What you'll need: 5-8+ years of experience with proven consultative sales, preferably in Public Equity, Private Equity, Investment Banking or Venture Capital- with evidence of prior success.
Senior Account Executive, High Tech Global Enterprise Gartner IncSenior Account Executive, High Tech Global EnterpriseNew York, NYOur mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities. You'll have access to unmatched resources, expertise, and technology, and play a key role in helping Gartner and our clients innovate and grow as we leverage AI to transform business and technology landscapes.
Account Executive WPP PlcAccount ExecutiveNew York, NY$45,000–$90,000 / yearWe unite cutting-edge media intelligence and data solutions, world-class creativity, next-generation production, transformative enterprise solutions and expert strategic counsel in a single company - powered by exceptional talent and our agentic marketing platform, WPP Open, to help our clients navigate change, capture opportunity and deliver transformational growth. The agency is recognized by the Forrester Wave Reports, as a Leader among Marketing Creative and Content Service Providers, Commerce Services, Global Digital Experience Services, Global Marketing Services and, most recently, Marketing Measurement & Optimization.
Sage Intacct Account Executive Net@Work IncSage Intacct Account ExecutiveNY$90,000–$110,000 / yearThrough the integration of ERP, HCM and/or CRM solutions, Net at Work offers unique, industry-specific solutions and operation platforms that enable companies to compete more effectively in today's digital economy. Additional factors considered in extending an offer include (but are not limited to) experience, including industry or product-specific experience, education, knowledge, skills, and abilities, as well as internal equity, alignment with market data, and/or other applicable laws.
Senior Global Account Executive, Insurance (R-19287) Dun & Bradstreet Holdings IncSenior Global Account Executive, Insurance (R-19287)NY$161,600–$271,500 / yearli>Execution of hyperscaler partnerships across the globe, collaboration cross functional teams (alliances, sales, marketing, and delivery) to convert global strategies into regional co sell motions, joint solutions, and account plans that drive pipeline growth and revenue impact. Build and sustain senior level relationships with hyperscalers and cloud ecosystem partners (Google Cloud, AWS, Microsoft, Databricks, Snowflake), ensuring consistent executive alignment, governance, and strategic engagement across priority global accounts.
Senior Account Executive BGBxSenior Account ExecutiveNew York City, NY$75,000–$80,000 / yearThe Senior Account Executive is the client-facing project lead responsible for communicating and documenting the project scope and specifications, ensuring client alignment during project development, and reviewing agency work deliverables against client objectives and project specifications. Our teams work across consulting and communications to help clients shape strategy, launch innovations, engage stakeholders, and drive meaningful results throughout the product lifecycle.
Account Executive BGBxAccount ExecutiveNew York, NY$60,000–$70,000 / yearThe Account Executive is the client-facing project lead responsible for communicating and documenting the project scope and specifications, ensuring client alignment during project development, and reviewing agency work deliverables against client objectives and project specifications. Our teams work across consulting and communications to help clients shape strategy, launch innovations, engage stakeholders, and drive meaningful results throughout the product lifecycle.
Strategic Account Executive 3 Twilio IncStrategic Account Executive 3NY$103,376–$129,220 / yearAs a Senior Strategic Account Executive, you will drive highly analytical and consultative sales cycles with customers that are running large scale, global, competitively sourced, compliance-heavy, use case-specific businesses. Run highly consultative sales cycles with our largest customers with a focus on deep discovery, listening to customer needs and being an effective champion for their point of view in the organization.
Strategic Account Executive 4 Twilio IncStrategic Account Executive 4NY$132,192–$165,240 / yearAs a Strategic Account Executive, you will drive highly analytical and consultative sales cycles with customers that are running large scale, global, competitively sourced, compliance-heavy, use case-specific businesses. Generate and maintain an accurate sales pipeline and forecast utilizing our CRM, SalesforceStay current with industry changes and collaborate with your team and peers to learn and share best practices.
Enterprise Account Executive, Supplier Growth BILL Holdings IncEnterprise Account Executive, Supplier GrowthNY$263,100–$329,200 / yearBuilding a book of business: acting entrepreneurially to source and convert new sales leads through internal and external networks; consistently engaging Supplier contacts and supporting functions beyond standing touchpoints to expand reach; multi-threading opportunities across multiple contacts at each Supplier; maintaining robust account plans that look beyond the current sales cycle to identify long-term solution-selling opportunities and actively aligning internal stakeholders and merchant decision-makers to those plans. Managing the sales cycle: generating a sales pipeline of opportunities and progressing them through the sales process to booking; growing your sales funnel through data analysis, collaboration, and relationship building; maintaining sales operational requirements including documentation in CRM and internal communications in accordance with best practices for forecasting.