Free template · Sales / CS
Performance review template for an account executive
A ready-to-use, section-by-section template with the competencies that matter for an account executive, role-specific example phrases, and a guard against the stock filler that makes most reviews read as generic. Copy the structure, fill in your evidence, or skip the writing entirely with Crestento.
The template
Four sections, in this order. Length should match the evidence you have — a thin section is honest; an invented paragraph is not.
Summary
One or two paragraphs setting the context: what was expected of account executive — enterprise this period, and your overall verdict. Lead with the headline.
Example phrasing
“Closed a $1.4M ACV multi-year deal at Acme Health (CIO sponsor, two board check-ins, full Security and Legal review cleared), and stood up the executive QBR cadence that has the next renewal already at 110% of plan.”
Strengths
The behaviours and outcomes that made the work happen. Anchor in evidence: closed ACV against named-account quota, average deal size (and trend over the period), multi-year contract proportion.
- Evidence for: complex deal navigation (multi-stakeholder, 6-18 month cycles).
- Evidence for: C-suite engagement and executive sponsorship.
- Evidence for: deal qualification (MEDDIC / MEDDPICC) at depth.
- Evidence for: procurement, security review, and legal negotiation.
Areas for Growth
Forward-looking development edges. Frame as opportunities, not deficiencies. Specific behaviours to develop, not generic account executive — enterprise criticism.
- One pattern observed across the period.
- One specific behaviour to develop.
- One concrete next step.
Goals for the Next Period
Two or three concrete goals. Each should name a specific behaviour change, a measurable target, and a deadline. Avoid vague aspirations.
Competencies to evaluate
The 7 competencies a strong account executive review structures around, in priority order. Use these as the spine of the Strengths and Areas for Growth sections.
- complex deal navigation (multi-stakeholder, 6-18 month cycles)
- C-suite engagement and executive sponsorship
- deal qualification (MEDDIC / MEDDPICC) at depth
- procurement, security review, and legal negotiation
- land-and-expand strategy for named accounts
- internal mobilisation (SE, partner, exec engagement)
- forecast accuracy on long-cycle, low-volume pipeline
Before you write
Enterprise selling is a different sport from mid-market AE work. Cycle lengths are 6-18 months, deal counts are tiny (5-15 a year), and the work is mostly invisible to a dashboard: stakeholder mapping, internal mobilisation of SE and exec sponsors, navigating procurement and security review. An Enterprise AE's craft is measured in how cleanly they orchestrate that, not just whether the deal lands. A review anchored only on closed-won will under-credit AEs running the harder accounts and over-credit AEs who happened to land in a renewal cycle.
Evidence to gather
Strong reviews for an account executive cite evidence of these shapes. Only use a specific value (a percentage, a count, a dollar amount) if you actually have it — don’t invent a number to sound concrete.
- closed ACV against named-account quota
- average deal size (and trend over the period)
- multi-year contract proportion
- named-account penetration (logos won / logos targeted)
- post-sale expansion rate on landed accounts
- forecast accuracy on a low-volume pipeline (within 10% is the band)
- average deal cycle length
- exec-sponsor engagement count per account
Where to find the evidence
Work products an account executive produces. Reference these by name in the review when they’re relevant — it signals you know the work.
- MEDDPICC-formatted deal review for every Stage 3+ deal
- stakeholder map / org chart per named account
- mutual close plan signed by champion + economic buyer
- executive sponsor briefing decks
- security review responses and SOC 2 / SIG packet handling
- annual account plan for the named-account list
- QBR cadence with strategic customers
- partner-led co-sell motions documented in CRM
Phrasing that lands vs phrasing that doesn’t
Strong — specific, evidenced, role-appropriate
“Closed a $1.4M ACV multi-year deal at Acme Health (CIO sponsor, two board check-ins, full Security and Legal review cleared), and stood up the executive QBR cadence that has the next renewal already at 110% of plan.”
Weak — vague, unevidenced, generic
“Closes big deals.”
Phrases to never use
Stock filler that AI-written account executive reviews slip into. Managers spot it instantly. Rewrite to name a specific behaviour instead.
- “closes the big ones”
- “trusted advisor to the C-suite”
- “owns the room”
- “consistently navigates complex deals”
- “strong executive presence”
- “rainmaker on enterprise accounts”
- “killer instincts on closing”
- “lives at the C-level”
Don’t invent these specifics
The details an AI tends to fabricate for account executivereviews. If you don’t have the specific number, name, or date in your notes, leave it out — generic-but-honest beats specific-but- invented every time.
- specific deal sizes (ACV / TCV figures) the manager didn't write
- named customer accounts when only deal context was provided
- specific cycle lengths in months when only outcomes were given
- named C-level titles (CIO, CTO, CFO) when only 'executive' was mentioned
- particular procurement or security outcomes the manager didn't reference
- specific contract structures (3-year, multi-year) when not in input
- named partners or co-sell motions the manager didn't mention
Skip the template, generate the review
Drop your bullet points into Crestento and it produces the polished draft using this exact template structure, tuned for an account executive. Two reviews free, no card.
Try Crestento free