EasyLlama - HR & Compliance Training For Modern Teams

Account Executive

• Manage inbound lead flow effectively to convert into qualified sales pipeline by multithreading additional contacts to join the first meeting.
• Build a target account strategy to pinpoint ideal customers using firmographic data, intent signals, and key personas. Craft personalized, multi-channel outreach sequences that speak to each prospect’s industry, pain points, and priorities. Consistent follow-up, leveraging warm intros, thought leadership content, and strategic use of executive alignment helps open doors
• Source and close new business to consistently meet or exceed quarterly sales quotas
• Build an understanding of the EasyLlama product
• Manage the full sales cycle: Prospect for new customers, host online demos, create proposals, and close deals
• Practice accurate pipeline management with excellent forecasting
• Work closely with Customer Support and Customer Success to ensure effective communication of issues and smooth onboarding

Account Executive, Mid Market

Customer Support

• Lead and develop managers and individual contributors across Customer Success, Support, and Onboarding.
• Own the end to end customer journey from onboarding through renewal and expansion, ensuring a seamless and high quality experience.
• Drive renewal and expansion strategy to maximize net revenue retention and minimize churn.
• Ensure onboarding drives fast time to value and strong adoption.
• Build and refine processes to support growth, ensuring strong CRM discipline, data hygiene, and clear performance metrics across teams.
• Partner with Sales, Product, and Marketing to align on customer needs and advocate for the customer in product and go to market decisions.

Director, Customer Experience

• Manage inbound lead flow effectively to convert into qualified sales pipeline
• Build a target account strategy to pinpoint ideal customers
• Craft personalized, multi-channel outreach sequences
• Source and close new business to consistently meet or exceed quarterly sales quotas
• Manage the full sales cycle: Prospect for new customers, host online demos, create proposals, and close deals
• Practice accurate pipeline management with excellent forecasting
• Work closely with Customer Support and Customer Success

Mid-Market Account Executive

Revenue Operations

• Serve as the HubSpot reporting expert and owner of revenue performance dashboards
• Build and maintain reports across the full funnel including lead conversion, pipeline health, win rates, deal velocity, retention, and churn
• Partner with GTM leaders to define KPIs and ensure reporting reflects agreed-upon definitions and methodology
• Deliver ad hoc reporting requests with clear documentation of filters, logic, and assumptions
• Turn recurring reporting requests into scalable dashboards and repeatable processes
• Produce and distribute a daily Sales Waterfall report to provide visibility into closed-won performance
• Build and maintain monthly AE scorecards, including quota attainment, pipeline coverage, and key activity metrics
• Support leadership reporting needs including monthly business reviews and performance summaries
• Identify trends, bottlenecks, and opportunities through funnel analysis and performance reporting
• Own the monthly Sales and CX commission process end-to-end, ensuring accurate and timely payouts
• Maintain commission logic, rate tables, eligibility rules, and exceptions
• Validate CRM data before calculations and provide deal-level transparency for Sales and CX team members
• Prepare monthly commission summaries for leadership review and approval
• Document commission processes clearly and respond to commission-related questions with clarity and professionalism
• Own RevOps request intake and ticketing processes to ensure requests are tracked, prioritized, and delivered on time
• Build and maintain SOPs, documentation, and repeatable workflows to ensure reporting is consistent and scalable
• Maintain internal performance recognition reporting and publish monthly updates highlighting top performers

Revenue Operations Manager

Sales

• Lead and manage a team of 7–10 Account Executives to meet and exceed monthly revenue targets
• Drive consistent pipeline execution, deal progression, and on-time deal closure
• Coach reps on core sales fundamentals, including discovery, qualification, deal management, and closing
• Run structured 1:1s, pipeline reviews, and forecast calls to establish a strong operating rhythm
• Inspect deals, identify risk early, and manage deal escalations as needed
• Enforce adoption of the defined sales process, tools, and CRM standards
• Own rep-level forecasting and deliver accurate, predictable commits to sales leadership
• Partner closely with the VP of Sales, RevOps, and Customer Success to improve execution and revenue outcomes
• Provide feedback and recommendations to refine sales processes as the team and company scale

Account Executive, Mid Market

Director, Customer Experience

Mid-Market Account Executive

Revenue Operations Manager

Sales Manager