[Hiring] Migration Account Executive @CARET

Role Description

We are looking for a Migration Account Executive to join our team.

• Build a high-volume migrations pipeline through relationship building within the legal customer base
• Build account plans and strategies for each target account
• Make outbound calls to our current clients, selling them on a migration to SaaS platform
• Receive inbound requests from customers to review our SaaS
• Deliver outstanding web-based presentations and be able to master the demonstration of our software
• Effectively follow up with our clients after initial consultation
• Effectively collaborate with internal resources (Sales Operations, Senior Executives, Customer Success, Marketing, etc.) in migration efforts
• Arrange, manage, and close complex sales cycles
• Guide customers through the benefits of our SaaS platform
• Be a driving force in the success of the company’s goals & objectives through achieving & exceeding individual migration minimum
• Accurately forecast migration activity and revenue retention through proper use of sales tools

Qualifications

• At least 2-3 years’ experience selling software/SaaS products in a full cycle sale role
• Previous experience in up-selling software sales solutions is preferred
• Previous experience in a software sales role closing deals with short sales cycles (transactional)
• Comfortable with expanding relationships with existing customers
• Previous experience in a software sales role, client success role and/or payments sales role
• Ability to deliver multi-tiered sales motion of SaaS, payments, retention
• Be comfortable working in a heavy sales metrics and quota driven environment
• Requires professionalism and the ability to work in a remote and independent environment
• Ability to work in a fast-paced team environment with a cadence of delivering results
• Dedication to continuous follow-ups, specifically in a high-volume environment
• Ability to communicate and build relationships with C-suite level executives and understand high-level executive decision making
• Salesforce experience is preferred

Requirements

• You’re a competitor and want to win
• You have a sales “hunter” mentality
• You’re energetic and like a fast-paced environment
• You have a history of accomplishing your goals
• You are empathetic to customer concerns
• You understand the importance of retained customers
• You excel at creating relationships
• You are a quick learner
• You love working in teams
• You have excellent time management skills
• You are success-oriented and have a positive approach to work

Benefits

• Flexible PTO
• Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage
• Flexible Spending Account
• Health Savings Account
• 401(k) match

Company Description

CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further.

• We succeed together.
• We embrace progress.
• We care big.
• We create space.