Who this is for
People Ops and Account Executive managers who need a shared meaning of IC1, IC2, and IC3. Sized for a 20 to 200 person company that already does the work and needs the standards written down.
Function template
This Account Executive Function defines communication, ownership, commercial judgment, and cycle management with evidence a manager can cite. Use it as a starting draft, then edit names, levels, and examples to match how your team actually works.
People Ops and Account Executive managers who need a shared meaning of IC1, IC2, and IC3. Sized for a 20 to 200 person company that already does the work and needs the standards written down.
Keep portable competency names if they fit, then rewrite Function descriptions and examples around your tools, artifacts, and review cycle. Add a manager track in the builder only if you will assess people leadership in this Function.
Function
Role track
View
Open the free builder with Account Executive already selected. Edit the draft, generate missing detail, and export when it reads true for your team.
Customize this Function templateNo. It is a public example you copy into the builder. Your company Function becomes the live standard only after you edit, review, and publish it.
Those three levels show a real ladder: guided work, independent delivery, and multi-team standards. Add higher levels in the builder if your company uses them.
Yes. Every word is editable. Portable names help related Functions stay consistent, but they are not locked.
Function template
This Sales Development Function defines communication, ownership, discovery conversations, and handoff quality with evidence a manager can cite. Use it as a starting draft, then edit names, levels, and examples to match how your team actually works.
View templateReview guide
A useful sales self-assessment explains the quality of your decisions across the period, not only the final number. Use verified results, show how you qualified and progressed work, and turn every development note into a specific next action.
Read guideReview guide
A rating scale works when each point has an observable meaning against the employee's current level expectations. Keep the scale stable across the cycle, require evidence for each rating, and use calibration to resolve differences in interpretation.
Read guide