Kalypso: A Rockwell Automation Business

Account Executive

• **Senior Account Executive**
• Roots Automation is seeking a high-energy Account Executive to join our growing Sales team and help shape the future of how businesses use AI to drive speed, accuracy, and scale.
• We’re building cutting-edge infrastructure that powers real-time document processing, custom model deployment, and multimodal intelligence, bringing AI from research to production in one of the world’s most critical and fast-moving markets. Our platform automates complex insurance workflows with over 98% accuracy, enabling carriers and brokers to achieve results in weeks instead of months.
• **About the Role**
• As an Account Executive at Roots Automation, you’ll own the full sales cycle from prospect to close, selling our AI-first, industry-aware AI Agents to enterprise organizations. You’ll partner closely with internal leaders and Fortune 1000 executives to identify opportunities, drive consultative discussions, and deliver tangible business outcomes.
• This role is ideal for someone who’s driven, extroverted, and consultative by nature, someone who thrives on building relationships, understanding customer pain points, and closing meaningful deals.
• We move fast, value action over bureaucracy, and are looking for someone eager to make an immediate impact.
• **Key Responsibilities**
• - Own the full sales cycle: from prospecting and discovery through negotiation and close.
• - Drive consultative, value-based sales, articulate complex solutions in simple, outcome-driven terms.
• - Develop authoritative knowledge of Roots’ Digital Coworker platform and demonstrate its value to prospects.
• - Engage C-suite and VP-level decision makers in ROI-focused conversations that align AI automation to business goals.
• - Manage a fast-paced pipeline through outbound prospecting, marketing-qualified leads, and networking.
• - Meeting or exceeding revenue targets, maintaining accurate forecasts, and CRM hygiene (Salesforce).
• - Collaborate cross-functional with marketing and process engineering teams to tailor solutions and materials.
• - Represent Roots at industry events and trade shows, serving as a brand ambassador.
• **Position Requirements**
• - 5+ years of B2B SaaS or enterprise technology sales experience (required).
• - Proven track record of closing deals with C-suite executives and managing 6-month or shorter sales cycles.
• - Strong consultative and strategic selling skills, you’re naturally curious and thrive on understanding business problems.
• - Exceptional soft skills and emotional intelligence; able to connect authentically and effectively.
• - Comfortable operating in fast-moving, entrepreneurial environments with evolving processes.
• - High integrity and competitive drive. You’re hungry to win and motivated by impact.
• - Skilled at navigating complex organizations and building multi-threaded relationships.
• - Experience with CRM systems (preferably Salesforce) and pipeline management best practices.
• - Excellent written and verbal communication skills.
• - East Coast or Midwest-based (New York strongly preferred).

Senior Account Executive

Solutions Engineer

• Win the trust of customers by demonstrating technical and business acumen in the insurance space.
• Act as a trusted advisor and advocate for customers.
• Develop and deliver engaging demonstrations in collaboration with the sales team.
• Work with customer stakeholders to map current processes and architect optimized processes using AI automation.
• Respond to functional and technical elements of RFIs/RFPs.
• Lead and contribute to best practices in executing demos, POCs, and pilots.
• Help customers customize or extend Roots Automation solution during POC or pilot phases.
• Present to prospects, customers, and partners at trade shows, conferences, and webinars.
• Participate in community involvement activities.
• Work with customers and sales team to design and align solutions to customer use cases and integration challenges.
• Discuss competitive offers credibly and differentiate against them.
• Participate in pipeline development, forecasts, and quarterly business reviews.

Pre-Sales Solutions Engineer

• Own the full sales cycle: from prospecting and discovery through negotiation and close.
• Drive consultative, value-based sales, articulate complex solutions in simple, outcome-driven terms.
• Develop authoritative knowledge of Roots’ Digital Coworker platform and demonstrate its value to prospects.
• Engage C-suite and VP-level decision makers in ROI-focused conversations that align AI automation to business goals.
• Manage a fast-paced pipeline through outbound prospecting, marketing-qualified leads, and networking.
• Meeting or exceeding revenue targets, maintaining accurate forecasts, and CRM hygiene (Salesforce).
• Collaborate cross-functionally with marketing and process engineering teams to tailor solutions and materials.
• Represent Roots at industry events and trade shows, serving as a brand ambassador.

Product Manager

• Lead the overhaul of our platform to enable full self-service
• Develop and implement a detailed roadmap
• Collaborate closely with AI/ML, Customer Success, Engineering, Sales, and Marketing
• Build, lead, and grow the Product team

VP of Product

Backend Engineer

• Develop and refine automation solutions through direct Python development, while also leveraging internal platforms and traditional RPA software as complementary tools where appropriate
• Collaborate with cross-functional teams, including AI/ML experts, to design robust, efficient automation that integrates seamlessly with existing systems
• Architect and build advanced automations and reusable components that form the backbone of our as-a-service offerings for clients
• Engage directly with clients to understand their business processes and tailor solutions to meet their unique needs
• Stay current with emerging technologies, applying advancements in AI, LLMs, and GPT to enhance automation capabilities
• Design and implement API integrations, whether using REST or SOAP protocols, to ensure smooth connectivity between systems and services
• Mentor and support junior developers, fostering a culture of growth, collaboration, and continuous improvement

Senior Account Executive

Pre-Sales Solutions Engineer

Account Executive

VP of Product

Senior Backend Engineer