Growth Account Executive, Business Office

Veracross

Account Executive driving Business Office/FinTech upsells for Veracross’s K-12 school software platform. Building sales motion, managing pipeline, and closing SaaS opportunities.

Posted 8/22/2026full-timeRemote • Massachusetts • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in sales processes and methodologies, particularly in Business Office and FinTech products, while effectively managing client relationships and achieving sales quotas. Proficient in utilizing Salesforce.com for pipeline management and revenue forecasting.

Highest-signal resume keywords

Salesforce ExperienceQuota AttainmentSales MethodologiesBusiness Office/FinTech SalesClient Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Process DevelopmentLead GenerationSales PresentationsSales Pipeline ManagementRevenue ForecastingSaaS Sales ExperienceUpsellingMarket AnalysisClient Interaction DocumentationSales Demonstrations

Soft Skills

Strong Communication SkillsRelationship BuildingAdaptabilityCollaborationProblem Solving

Tools & Technologies

Salesforce.com

Industry Keywords

FinTechBusiness OfficeK-12 EducationValue SellingSolutions SellingStrategic SellingHigh-Growth EnvironmentClient ExperienceProduct ManagementPrivate K-12 EdTech

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Serve as a foundational member of Veracross's new Business Office/FinTech sales function
Help shape sales processes and playbooks for the emerging product line
Manage the sales pipeline and close Business Office/FinTech upsells to meet and exceed monthly, quarterly, and annual quotas
Generate leads through email, webinars, phone calls, and Veracross user conferences
Proactively contact Veracross clients to upsell the Business Office/FinTech suite
Follow up on inbound upsell leads
Engage Business Officers, CFOs, and Finance Directors about their financial and operational priorities
Provide sales demonstrations to Veracross clients when needed
Build trusted rapport with current clients and identify their challenges
Partner with Product, Customer Success, and Marketing to build a repeatable, scalable FinTech sales motion
Manage contacts, leads, and opportunities in Salesforce.com
Maintain Salesforce.com data for accurate monthly, quarterly, and annual revenue forecasting
Document sales information and detailed client-interaction notes in Salesforce.com
Collaborate with sales, marketing, Client Experience, and Product Management teams
Provide market, competitive, unmet-needs, and product-extension feedback to management
Maintain relevant domain knowledge, success metrics, and awareness of private K-12 EdTech and Business Office/FinTech markets
Complete additional ad hoc projects as required

Requirements

What you’ll need

Bachelor’s degree (BA)
Strong written and oral communication skills, including sales presentations
4+ years of sales experience selling business office and/or fintech products required
Comfortable and confident engaging senior finance and business office stakeholders (CFOs, Business Officers, Finance Directors) required
Understanding of sales methodologies, including value selling, solutions selling, and strategic selling
Ability to thrive in a fast-paced, high-growth environment and operate in a newly built, evolving sales function
Exceptional quota attainment required
Experience in a SaaS company required
Experience in the K-12 education market preferred but not required
Salesforce experience required
Some travel required
Role is remote and located in the US, with the option to come into the office in Wakefield, MA
Greater Boston area preferred but not required

Benefits

Comp & perks

3 weeks of vacation per year
14 paid holidays per year (including the week off between Christmas and New Year's Eve)
56 hours of paid sick leave annually
Medical, Dental & Vision (Blue Cross Blue Shield & EyeMed)
Veracross LLC Fidelity 401(k) Plan - Managed by Sentinel Benefits
Inclusive culture and strong sense of belonging
Consideration and respect as the norm
Support for all team members to reach their full potential