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.
Have the ability to 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, through proper channels, 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.
Maintaining up-to-date records in our CRM.
Ability to travel approximately up to 30%, sometimes on weekends for conferences, client meetings, or internal meetings.

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.

Software Account Executive – Level 2

Key skills