Account Manager OKR Examples

Complete 20 customer demos and close 5 new accounts

The goal of this objective is to get more active customers and increase our revenue

• Move 100 pre-qualified leads to sales demo stage
• Complete customer demos and offer a sign up bonus to every demo user
• Onboard 5 new accounts and transfer to customer success team

Pitch to 100 active customers the new features and upsell

The goal of this objective is to upsell our new offerings to our active customers

• Create 3 offers and run an A/B test to figure the best performing offer
• Pitch the best performing offer to the most active customers
• Sell 20 new subscriptions and generate additional $10000 in revenue

Progress 20 of pre-qualified leads to the deal stage

The goal of this objective is to move pre-qualified leads to the deal stage

• Complete sales demos with 50 pre-qualified leads
• Sign up every sales demo participant to a free trial
• Launch from lead to deal automatic retention campaign

Increase the number of sales

• Double the number of leads (retailers) per month
• Send 80% of the most qualified leads to the VIP sales
• Double the number of products registered on the platform per month

Create an awesome sales pipeline in the next 3 months

• 150K of potential in sales in total pipeline.
• Every opportunity has a defined problem
• 50% of the leads should be in stage 3 or above

Increase client base and monthly recurring revenue

• Conduct 50 meetings with buyers this quarter
• Sign 10 licensing contracts
• Make 1 sale from the FMCG field

Retain and grow high-ticket customer base

Maintain high-ticket customers

• Increase customer satisfaction by 10%
• Maintain 95% retention rate for high-ticket customers
• Grow high-ticket customer revenue by 5%

Expand company's presence in US market

Identify new sales opportunities in US

• Identify at least 3 new sales opportunities in US per quarter
• Increase sales in US market by 20% by end of year
• Achieve at least 75% conversion rate for new sales opportunities in US

Provide accurate and timely market analysis for EU markets

Prepare detailed reports for EU markets

• Create weekly reports on market trends and competitor analysis for EU markets
• Conduct monthly surveys with EU customers to gather feedback on company's performance
• Present quarterly report to upper management on company's progress in EU market

Increase proficiency in Salesforce software

Build skills in Salesforce

• Complete at least 2 Salesforce training courses per quarter
• Achieve at least 85% accuracy on Salesforce certification exam
• Use Salesforce to track and manage at least 75% of customer interactions

Achieve or exceed monthly sales targets

Meet and exceed monthly quotas

• Meet or exceed monthly sales quota in at least 10 out of 12 months
• Increase average sale value by 5% each month
• Achieve at least 90% success rate on closing deals

Achieve or exceed annual sales targets

Meet and exceed annual quotas

• Meet or exceed annual sales quota
• Increase annual revenue by 10%
• Achieve at least 95% customer satisfaction rate for the year.