Account Executive, AI Insurance Platform
Lavendo
Account Manager
MarginEdge
full-time
Posted on:
Location Type: Remote
Location: Remote • Virginia • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Own and grow a portfolio of small-to-mid-sized restaurant clients as a quota-bearing role focused on cross-sell, upsell, and expansion revenue
- Conduct account reviews with key stakeholders to uncover underutilized features, educate operators, and position additional MarginEdge solutions that align with their needs
- Build strong relationships with operators and decision makers, becoming a trusted advisor while driving sales growth
- Consistently meet or exceed monthly and quarterly sales targets for expansion and upsell revenue
- Partner with marketing, product, and support teams to design campaigns, resources, and solutions that accelerate expansion opportunities
- Maintain detailed account plans and forecasts, accurately tracking pipeline and progress in Salesforce
- Serve as a point contact for resources on training and services for MarginEdge tools (inventory, budgeting, recipe costing, etc.) to help clients realize value and naturally progress toward add-on purchases
- Capture and relay client feedback to internal teams to influence product roadmap and customer experience improvements
- Participate in occasional travel for client reviews, trainings, or company-wide events
- Act as a trusted advisor by conducting consultative account reviews, uncovering underutilized features, and recommending additional MarginEdge solutions
Requirements
- 2+ years experience with demonstrated success in a quota-carrying sales, account management, or customer success role, with a proven track record of consistently achieving or exceeding quota
- Hands-on front/back-of-house restaurant experience in a managerial role (multi-unit experience a plus, but not required)
- Strong communication and consultative selling skills—able to guide without being “salesy”
- Knowledge of Salesforce, ChurnZero, or other CRM/engagement tools a plus
- Detail-oriented, highly organized, and adaptable in a fast-scaling environment
- Entrepreneurial mindset & a builder mentality
- Proficient with Microsoft Office and/or Google Suite
- Team player who can also work independently
- Full-time availability during 9am–6pm EST
Benefits
- Unlimited Paid Time Off (and we mean it, we encourage your healthy work life balance!)
- Medical, Dental, Vision, and Short/Long-Term Disability Insurance (preventative care for the win)
- Health Savings Account with employer match (dependent upon your medical plan selection)
- Commuter benefits with employer contribution (excluding limos and helos - for now)
- Generous Life Insurance Plan
- Short- and Long-term Disability
- Company-Paid Holidays
- 401(k) and matching
- Stock Options to buy into everything we are doing to support this industry
- 12-week fully Paid Parental Leave
- Lunch catered twice a week at our HQ in Arlington
- A wellness program that sponsors healthy activities such as step challenges and provides discounts to gyms and fitness classes
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
quota-carrying salesaccount managementcustomer successconsultative sellingrestaurant managementpipeline trackinginventory managementbudgetingrecipe costing
Soft skills
strong communicationdetail-orientedhighly organizedadaptableentrepreneurial mindsetbuilder mentalityteam playerindependent work
