Growth Account Executive, Business Office

This is a fully remote position, open to applicants in Massachusetts.

📋 Description

• Act as a key member of Veracross's newly established Business Office/FinTech sales team.

• Contribute to the development of sales processes and playbooks for the growing product line.

• Oversee the sales pipeline and successfully close upsells in the Business Office/FinTech sector to achieve and surpass monthly, quarterly, and annual targets.

• Generate leads through various channels including email, webinars, phone calls, and Veracross user conferences.

• Proactively reach out to Veracross clients to promote upselling of the Business Office/FinTech suite.

• Follow up on incoming upsell leads.

• Engage with Business Officers, CFOs, and Finance Directors regarding their financial and operational objectives.

• Deliver sales demonstrations to Veracross clients as necessary.

• Establish trusted relationships with existing clients and identify their challenges.

• Collaborate with Product, Customer Success, and Marketing teams to create a repeatable and scalable FinTech sales strategy.

• Manage contacts, leads, and opportunities using Salesforce.com.

• Ensure Salesforce.com data is maintained for accurate monthly, quarterly, and annual revenue forecasting.

• Record sales information and detailed notes of client interactions in Salesforce.com.

• Work in partnership with sales, marketing, Client Experience, and Product Management teams.

• Provide feedback on market trends, competition, unmet needs, and product extensions to management.

• Stay informed about relevant industry knowledge, success metrics, and the private K-12 EdTech and Business Office/FinTech markets.

• Complete additional ad hoc projects as necessary.

⛳️ Requirements

• Bachelor’s degree (BA) is required.

• Excellent written and verbal communication skills, including proficiency in sales presentations.

• Minimum of 4 years of sales experience in business office and/or fintech products is required.

• Must be comfortable and confident in engaging with senior finance and business office stakeholders (CFOs, Business Officers, Finance Directors).

• Familiarity with sales methodologies such as value selling, solutions selling, and strategic selling is essential.

• Ability to excel in a fast-paced, high-growth environment and adapt within a newly formed, evolving sales function.

• Proven track record of exceptional quota attainment is required.

• Experience in a SaaS company is a prerequisite.

• Prior experience in the K-12 education market is preferred but not mandatory.

• Proficiency in Salesforce is required.

• Some travel may be necessary.

• This position is remote and based in the US, with the option to work from the office in Wakefield, MA.

• Preference will be given to candidates located in the Greater Boston area, although this is not a requirement.

🏝️ Benefits

• 3 weeks of vacation annually.

• 14 paid holidays each year (including the week off between Christmas and New Year's Eve).

• 56 hours of paid sick leave each year.

• Medical, Dental & Vision coverage (Blue Cross Blue Shield & EyeMed).

• Participation in the Veracross LLC Fidelity 401(k) Plan - Managed by Sentinel Benefits.

• An inclusive culture and a strong sense of belonging.

• Consideration and respect as standard practice.

• Support for all team members to achieve their full potential.