Engrain

Account Executive

• Execute a strong sales plan, selling high-value B2B SaaS solutions to large enterprise clients.
• Own a quarterly quota responsibility of $325k+ in software, services, and hardware sales.
• Work with sales executives to create a territory penetration strategy using industry knowledge and AI-powered lead intelligence to grow a strong pipeline.
• Utilize Generative AI tools to research prospects, personalize high-volume outreach, and draft compelling, data-driven sales collateral.
• Effectively analyze prospect needs, execute solution-based selling techniques, and move quality opportunities smoothly through the pipeline.
• Conduct high-impact sales presentations and product demonstrations with key buying influencers and decision-makers up to and including C-level Executives.
• Partner with Account Managers and Enterprise Account Executives on individual accounts to cross-sell and upsell existing clients using portfolio penetration strategies.
• Lead comprehensive training sessions for third-party enterprise clients, ensuring successful onboarding, high adoption rates, and deep user engagement with our advanced features.
• Track all relevant sales activity using Salesforce and ensure strict data hygiene for accurate, AI-driven forecasting.
• Synthesize client feedback from training sessions and use AI analytical tools to spot usage trends, providing value-added market intelligence and structured product insights directly to leadership and Product Development teams.
• Represent Engrain at sales events and trade shows, requiring up to 25% travel.

Enterprise Account Executive, Solutions Specialist

Operations

• Process customer orders accurately and in a timely manner.
• Field inbound customer calls, resolving straightforward requests directly and routing complex issues to the appropriate team.
• Prepare customer contracts, order forms, renewals, transfers, amendments, and other sales documents for timely delivery.
• Monitor contract queues and respond quickly to sales requests to keep opportunities moving.
• Audit upcoming renewals to confirm subscription data is accurate and complete before the renewal date.
• Use AI tools to cross-reference incoming client communication against live subscription records and flag discrepancies.
• Monitor and respond to inbound website chat and operational messaging channels according to established routing and response guidelines.
• Take first pass on incoming shared inbox items and internal escalations that are data or administrative in nature.

Client Operations Associate

Customer Support

• Actively address customer inquiries, updates, and support issues via phone, email, and remote virtual meetings.
• Serve as an expert across multiple products to promptly identify solutions for customer requests, routing tasks within project management software and across departments to ensure efficient and high-quality project execution.
• Provide technical support, as well as remote troubleshooting that helps resolve hardware, software, and/or network issues.
• Ensure end users’ software and hardware are performing and continue to perform correctly.
• Quality assurance of delivered work: proofread, review functionality and design, and test technology prior to confirming resolution with clients.
• Track and monitor the technical issues and steps taken to resolve the issue to ensure timely resolution.
• Provide other assistance as needed in support of the company’s efforts to maintain strong, long-lasting, and mutually beneficial relationships with clients.

Enterprise Account Executive, Solutions Specialist

Client Operations Associate

Customer Support Specialist