Interview scorecard template

Account Executive interview scorecard

Evaluate Account Executive candidates across 4 weighted areas: track record, method and qualification, relationships and trust, and drive and resilience. Track record leads at 35%, so ask for quota numbers, attainment percentage, average deal size, and sales cycle length across the last two years, plus named logos closed and segment. Use the rubric to compare role-specific evidence consistently.

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sales business developmentmeddicpipeline managementquota attainmentsaas sales
TL;DR
For track record, look for evidence the candidate quotes exact quota, attainment above 100 percent across multiple years, deal sizes, and names accounts closed with cycle lengths. For method and qualification, look for evidence the candidate walks through qualifying a real deal: champion tested, economic buyer met, paper process mapped, and forecast calls that proved accurate. Apply the written 1–5 anchors to every answer, record the evidence behind each rating, and use the factor weights to reach a consistent overall assessment.
Complete evaluation framework

What to assess and how to score it

Review the evidence signals before interviewing. Then use the anchored descriptions—not instinct alone—to choose the score that best matches each answer.

01
Evaluation factor

Track record

35% weight

Ask for quota numbers, attainment percentage, average deal size, and sales cycle length across the last two years, plus named logos closed and segment (SMB, mid-market, enterprise).

Evidence to listen for

  • Gives numbers: quota, attainment, deal size, client roster
  • Explains the market and buyer they sold to, not just the product
  • Distinguishes what they closed from what the team closed
  • Can describe a deal they lost and why

Five-point scoring guide

1
Poor

No numbers; cannot describe what they actually sold or to whom.

2
Needs Improvement

Vague attainment; credit for team results is unclear.

3
Satisfactory

Real record with some numbers; attribution occasionally fuzzy.

4
Very Good

Clear numbers and ownership, including honest losses.

5
Excellent

Quotes exact quota, attainment above 100 percent across multiple years, deal sizes, and names accounts closed with cycle lengths.

02
Evaluation factor

Method and qualification

25% weight

Probe which qualification framework they run (MEDDIC, MEDDPICC, Challenger, SPICED) and how they identify economic buyers, champions, and compelling events before forecasting a deal as commit.

Evidence to listen for

  • Has a repeatable approach to qualifying and progressing deals
  • Can walk a real deal from first contact to close
  • Handles objections with questions rather than scripts
  • Knows when to disqualify

Five-point scoring guide

1
Poor

No method; pitches at everyone and hopes.

2
Needs Improvement

Weak qualification; deals stall with no diagnosis.

3
Satisfactory

Workable method; inconsistent on complex or long cycles.

4
Very Good

Clear repeatable method; disqualifies early and deliberately.

5
Excellent

Walks through qualifying a real deal: champion tested, economic buyer met, paper process mapped, and forecast calls that proved accurate.

03
Evaluation factor

Relationships and trust

25% weight

Look for evidence of multithreading across procurement, security, and finance, plus how they handled a stalled renewal or expansion with an unhappy stakeholder.

Evidence to listen for

  • Has clients or talent who came back or referred them
  • Manages a difficult conversation without damaging the relationship
  • Represents the client's interest, not only the commission
  • Builds rapport across seniority levels

Five-point scoring guide

1
Poor

Transactional; burns relationships for a close.

2
Needs Improvement

Builds rapport but does not sustain relationships.

3
Satisfactory

Solid relationships; less tested in conflict.

4
Very Good

Repeat business and referrals; handles conflict without damage.

5
Excellent

Describes named contacts across several functions in one account, and a recovered relationship that led to renewal or expansion.

04
Evaluation factor

Drive and resilience

15% weight

Test daily prospecting habits: outbound volume, sequencing tools (Outreach, Salesloft), and how they responded to a quarter where they finished behind plan.

Evidence to listen for

  • Handles rejection and a bad quarter without unravelling
  • Self-directed on pipeline rather than waiting for leads
  • Coachable on feedback
  • Honest in how they represent the product and themselves

Five-point scoring guide

1
Poor

Gives up easily; blames leads, product, or market.

2
Needs Improvement

Motivation depends on momentum; resistant to coaching.

3
Satisfactory

Steady; recovers from setbacks with support.

4
Very Good

Self-motivated, coachable, and steady through bad stretches.

5
Excellent

Owns a missed quarter without blaming marketing, states the pipeline coverage fix applied, and shows sustained self-sourced pipeline.

Evidence-led prompts

Interview questions for a Account Executive

Use these prompts to surface evidence for the weighted factors above and compare candidates against the same role-specific criteria.

  1. 01

    Can you describe a time when you exceeded your sales targets?

  2. 02

    Do you have experience in sales or account management?

  3. 03

    Can you describe your experience with generating and converting leads?

  4. 04

    How do you prioritise your accounts, and why?

  5. 05

    What do you do to maintain strong relationships with clients?

See the complete Account Executive question set
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