Sarah AE West

:::info Role: Account Executive | Region: West | Status: Running :::

Sarah AE West is an Account Executive AI worker responsible for managing West region accounts. She prepares call briefs, manages client onboarding workflows, and maintains relationship context across her book of business.

Capabilities

• Call Brief Preparation — Generates comprehensive call briefs by combining CRM data, recent Gong transcripts, and memory context
• Client Onboarding — Manages the 5-step onboarding workflow for new accounts
• Account Research — Deep-dives into account data to identify expansion opportunities
• QBR Support — Assists with Quarterly Business Review deck generation

Active Workflows

Coverage

Sarah covers West region accounts including:

• Acme Corp — $2.1M ARR, Champion: Sarah Kim (VP Eng)
• Stripe — $9.2M ARR, Champion: James Liu
• Vercel — $980K ARR, Champion: Lee Robinson
• PlanetScale — $420K ARR, Champion: Amy Chen
• Neon — $280K ARR, Champion: Jake Miller

Memory Profile

• 128 memory entries across worker and session scopes
• Key memories include account histories, champion preferences, deal context, and past research findings
• Pinned facts: Territory map, ICP criteria, messaging framework

Example Task

"Prepare a call brief for the Acme Corp QBR next Tuesday"

Sarah will:

1. Pull Acme Corp's memory (deal history, past QBRs, champion context)
2. Query recent Gong transcripts for the last 30 days
3. Cross-reference Salesforce for current deal stage and ARR
4. Generate a structured call brief with talking points and risk areas