PerformLine

Account Executive

• Build pipeline from scratch across a named account list
• Use AI tools, including Claude, to research accounts, improve outreach, and prioritize opportunities
• Develop relationships with prospects across target accounts
• Run complex, multi-stakeholder enterprise deals involving compliance, legal, risk, and C-suite stakeholders
• Own the full sales cycle from sourcing through redlines and close
• Lead vertical expansion into insurance and wealth management
• Partner with Marketing and Client Success on messaging and expansion opportunities
• Communicate pipeline progress, revenue forecasts, and feature requests to internal stakeholders
• Use AI for account research, forecasting, and preparation
• Represent PerformLine at industry events and conferences to build brand presence and source pipeline

Senior Account Executive

• Build pipeline from scratch across a named account list — you'll have inbound support, but pipeline ownership starts with you
• Use AI tools (including Claude) to research accounts, sharpen outreach, and prioritize the highest-potential opportunities
• Accelerate and grow relationships with prospects across all layers of target accounts
• Run complex, multi-stakeholder enterprise deals spanning compliance, legal, risk, and C-suite
• Own the full cycle from sourcing through red lines and close
• Know when to stick to the playbook and when to get creative to push deals across the finish line
• Lead vertical expansion efforts into insurance and wealth management, leveraging existing financial services relationships to open new markets
• Partner with Marketing and Client Success on messaging and expansion opportunities
• Strategize and communicate effectively with internal stakeholders on pipeline progress, revenue forecast, and feature requests — using AI to speed up account research, forecasting, and prep
• Represent PerformLine at industry events and conferences to build brand presence and source pipeline