Inside Account Executive

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Oversee and qualify incoming leads produced through marketing initiatives, website interactions, content downloads, demo requests, and external intent data platforms.

• Promptly engage with prospects via email, phone, and chat to evaluate compatibility, uncover requirements, and direct opportunities to the correct sales channel.

• Adhere to rapid response service level agreements to enhance conversion on urgent buying signals.

• Conduct exploratory discussions to qualify prospects based on the ideal customer profile.

• Manage the entire order lifecycle for small and mid-market partner accounts, from quotation to finalized sales.

• Create quotes, dispatch order forms, gather signatures, and process orders using CRM and billing systems.

• Act as the main point of contact for small partners regarding renewals, expansions, and inquiries related to orders.

• Recognize upsell and cross-sell opportunities within the partner's business portfolio.

• Keep precise records of all activities, opportunities, and orders in the CRM system.

• Work in collaboration with Marketing, Customer Success, and RevOps to enhance handoffs and procedures.

• Aid in maintaining forecasting accuracy by ensuring the pipeline data is updated.

⛳️ Requirements

• 1–3 years of experience in inside sales, sales development, sales operations, or a comparable B2B revenue position.

• Excellent written and verbal communication abilities, capable of engaging both technical buyers and executive stakeholders.

• Attention to detail in documentation; order forms must be correct on the first attempt.

• Comfortable navigating multiple systems (CRM, CPQ, e-signature, billing platforms); familiarity with Salesforce, HubSpot, DocuSign, or similar tools is advantageous.

• Capability to balance competing priorities and transition between high-volume inbound tasks and detail-oriented enterprise support.

• A collaborative attitude; this position collaborates closely with AEs, Deal Desk, Legal, and Finance teams.

• Bachelor’s degree or equivalent practical experience.

• Familiarity with intent data platforms (LinkedIn Sales Navigator, Amplemarket, Demandbase, ZoomInfo).

• Experience utilizing AI tools and platforms (Claude, ChatGPT, etc.).

• Understanding of subscription or SaaS pricing structures.

• Exposure to channel or partner sales strategies.

🏝️ Benefits

• Competitive salary and equity options.

• Employer-sponsored health coverage.

• Dental and vision insurance (dependent on location).

• Open vacation policy: take time off as needed.