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Account Executive – Upsell
brightwheelAccount Executive managing existing high-value brightwheel customers, focusing on retention and growth. Building strong relationships and driving measurable business results in early education technology.
About the role
Key responsibilities & impact- Own and grow a book of existing high-value brightwheel customers. You’ll build strong relationships, understand each customer’s business priorities, support retention, and identify opportunities to help them get more value from brightwheel’s suite of solutions.
- You will be responsible for hitting ambitious monthly revenue, unit, retention, and activity goals. Success in this role requires consistent outbound outreach, strong follow-up, pipeline ownership, urgency, and the ability to create and close expansion opportunities within your book of business.
- Proactively engage customers through calls, emails, and account planning to uncover needs, identify expansion opportunities, reduce churn risk, and strengthen the customer relationship.
- Lead discovery conversations with owners, directors, and administrators to understand their current workflows, business challenges, growth goals, renewal risk, budget, decision process, and where brightwheel can provide additional value.
- Run tailored conversations and demos that connect customer needs to relevant brightwheel solutions, including education, assessments, professional development, billing, tuition insurance, and other add-on products.
- Own the full retention and expansion cycle from identifying opportunities, qualifying need, scheduling conversations, running demos, managing follow-up, overcoming objections, and closing revenue.
- Balance a strong customer experience with clear accountability to monthly quota attainment and business results.
- Use Salesforce to manage your book of business, track outreach, document customer conversations, maintain accurate pipeline, flag retention risks, forecast revenue, and stay on top of follow-up.
- Partner with Onboarding, Enablement, Support, and Sales leadership to support retention, improve adoption, and create a smooth customer experience.
- Build a strong understanding of brightwheel’s solutions, customer use cases, and competitive landscape so you can confidently position the right solutions based on each customer’s needs.
- Regularly review calls, demos, pipeline, account health, quota progress, and retention strategy with your manager and peers to keep improving your sales execution.
Requirements
What you’ll need- Professional experience in a customer-facing, goal-oriented role, with sales, account management, retention, or expansion experience strongly preferred.
- Comfortable working in a quota-carrying role with ambitious monthly revenue, unit, retention, and activity goals.
- Strong organization and time-management skills, with the ability to manage a book of business, prioritize high-value accounts, and move multiple opportunities forward at the same time.
- Results-driven, competitive, and motivated by both helping customers succeed and driving measurable business growth.
- Resilient and persistent, with the ability to navigate objections, stalled conversations, customer pushback, and competing priorities.
- Strong discovery skills, with the ability to ask thoughtful questions, listen closely, uncover customer needs, and identify where brightwheel can provide more value.
- Clear and confident communicator who can build trust with existing customers, guide conversations toward business outcomes, and position solutions effectively.
- Quick learner who can adapt in a fast-moving environment and become fluent in brightwheel’s products, customer use cases, and sales process.
- Coachable, open to feedback, and committed to continuously improving through call reviews, pipeline reviews, role plays, and manager coaching.
- Strong ownership mindset, with the ability to balance customer relationships, retention, and revenue growth while driving consistent follow-up and execution.
Benefits
Comp & perks- Comprehensive medical, dental, and vision coverage
- Generous paid parental leave
- Flexible PTO so you can recharge when you need it
- Local retirement or savings plans (e.g., 401(k) in the U.S.)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
salesaccount managementretentionexpansionquota attainmentcustomer outreachpipeline managementdiscovery skillsobjection handlingbusiness growth
Soft Skills
organizationtime managementresults-drivenresiliencecommunicationactive listeningadaptabilitycoachabilityownership mindsetrelationship building