Get the app
Jake McOsker
Account executive at Forrester Research who transitioned from BDR to AE and uses AI agents for rapid account planning and prospecting.
Best podcasts with Jake McOsker
Ranked by the Snipd community
12 snips
Nov 20, 2025
• 26min
The AI Account Planning Method That Helped a New AE Land C-Suite Appointments
chevron_right
Jake McOsker, an account executive at Forrester Research, shares his journey from BDR to AE. He reveals how he leverages AI to revolutionize account planning, drastically cutting the time needed to formulate effective outreach strategies. Instead of relying on generic company summaries, Jake's AI agents provide tailored insights that help him connect with key decision-makers. He also discusses using AI for analyzing recorded calls and generating account plans in minutes, emphasizing the need for experimentation and ongoing learning in sales.
The AI-powered Podcast Player
Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
Get the app