Casebook PBC

Account Executive

• 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.

Casebook PBC

Software Account Executive 2, Southeast Territory

Software Account Executive – Level 2