[Hiring] Software Account Executive - Level 2 @Casebook PBC

Role Description

As a Software Account Executive II, you’ll play a pivotal role in driving revenue growth and strengthening client relationships through tailored software solutions. You’ll collaborate with a diverse, high-performing team that includes client stakeholders, sales engineers, customer success managers, and product specialists to deliver impactful results and ensure exceptional client satisfaction.

Responsibilities

• Share the benefits of Casebook’s products to prospective customers in the United States and Canada:
• SMB nonprofits in human services/social services,
• Local and state government agencies and departments,
• Tribal government organizations.
• Develop and execute a territory plan to achieve the revenue necessary to attain quota. Quota is 3x On Track Earnings (OTE).
• Generate sales leads from existing and new relationships and follow up on marketing-generated leads.
• Maintain a healthy pipeline and provide accurate sales forecasts.
• Establish strong business relationships with nonprofit and government leaders.
• Develop sales opportunities into signed deals.
• Monitor the market, maintaining an awareness of competitor activity and passing this information to the product management and sales teams.
• Work cross-functionally with SDR and Solutions Consulting teams to align outreach strategies and deliver data-driven solution recommendations.
• Maintain up-to-date records in our CRM.
• Ability to travel approximately up to 30%, sometimes on weekends for conferences, client meetings, or internal meetings.

Qualifications

• 2+ years of nonprofit or government sales experience, preferably within human services or social services organizations.
• Experience working in or volunteering with social service organizations.
• Proven track record of success in sales, with proof of recent quota attainment or president's club participation.
• BA/BS or equivalent education and/or work experience.
• Experience with CRMs, preferably Hubspot and Gong.
• Sales Methodology training.
• Strong presentation skills and proficiency in using technology to communicate effectively with high-level employees in Casebook's target market.
• Must have access to an internet connection of at least 25 Mbps during standard business hours.
• Access to a home office or dedicated workspace is required.

Benefits

• Great Place to Work Certified: We’re proud of our collaborative and supportive culture.
• Competitive salary and benefits package.
• Professional growth opportunities.
• The chance to make a real difference by supporting those who help others.
• Base Salary range $80,000 - $85,000 + Commissions + Equity.