Software Account Executive (SAE) 2, Southeast Territory

Casebook PBC is dedicated to empowering community well-being through innovative software solutions. As a Software Account Executive II, you will drive revenue growth and strengthen client relationships by delivering tailored software solutions to nonprofit and government organizations.

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
• 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

Requirements:

• 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