Team members
Team overview
Clay for Account Executives is the operating system for AEs who refuse to waste time on admin, manual CRM hygiene, or scattered client management. If you’re still tracking accounts in spreadsheets, juggling follow-ups from memory, or updating CRM fields after hours, you’re leaking revenue, missing renewals, and losing visibility into deal risk.
This hybrid human–AI team builds a fully autonomous account management layer that keeps every client interaction organized, enriched, and revenue-focused without you lifting a finger. You get live visibility into deal health, upsell signals, expansion potential, churn risks, and renewal timing with zero manual data entry.
Powered by Clay, Make.com (or Zapier/n8n), Airtable, and ChatGPT, this team delivers continuous AE intelligence and workflow execution on:
Automated Client Tracking & Enrichment
Every account is automatically enriched with firmographics, funding events, hiring activity, product usage, adoption metrics, and strategic shifts—giving you a real source of truth that updates daily.
Renewal & Upsell Automation
Automated workflows track contract dates, usage milestones, ROI proof points, renewal timelines, feature uptake, and executive sponsorship—triggering the right motions at the right moment.
Live CRM Sync & Hygiene
Every client touchpoint, call, meeting, sentiment shift, and strategic detail is automatically logged, tagged, and structured inside the CRM—cleaner than any human could maintain.
Customer Sentiment & Product Feedback Loop
AI captures feedback from emails, support tickets, call notes, usage patterns, and internal chatter—summarizing sentiment, pain points, competitive concerns, and feature requests.
Risk Signals & Churn Alerts
Low usage, negative sentiment, executive turnover, pricing pressure, layoffs, tool stack changes, or missed adoption milestones automatically trigger escalation and action plans.
Revenue Expansion Opportunity Detection
Clay surfaces cross-sell and upsell potential based on firmographic changes, product adoption, hiring patterns, department expansion, new initiatives, and budget cycles.
Account Playbooks & AI Outreach Support
Personalized 1:1 emails, expansion proposals, renewal prep, usage reports, and strategic check-ins automatically drafted and ready for you to send (or sent autonomously if preferred).
This is not “just automation.” It’s a fully staffed account management engine that keeps every client organized, every opportunity surfaced, every renewal protected, and every CRM pristine—allowing AEs to spend more time selling and less time typing.