Migration Account Executive

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

📋 Description

• Develop a high-volume migration pipeline by fostering relationships within the legal customer sector

• Create account strategies and plans tailored for each target account

• Conduct outbound calls to existing clients, promoting their transition to the SaaS platform

• Handle incoming inquiries from customers regarding the SaaS offering

• Provide web-based presentations and comprehensive demonstrations of the software

• Follow up with clients following the initial consultation

• Work collaboratively with Sales Operations, Senior Executives, Customer Success, Marketing, and other internal teams

• Organize, manage, and finalize complex sales cycles

• Educate customers on the advantages of the SaaS platform

• Meet and surpass individual migration targets

• Project migration activities and revenue retention through effective utilization of sales tools

⛳️ Requirements

• A minimum of 2-3 years of experience in selling software/SaaS products in a full-cycle sales role

• Prior experience in upselling software sales solutions is advantageous

• Experience in a software sales position, successfully closing deals with short sales cycles (transactional)

• Proficient in enhancing relationships with current customers

• Previous experience in a software sales role, client success role, and/or payments sales role

• Ability to execute multi-tiered sales processes involving SaaS, payments, and retention

• Comfortable operating in a metrics-driven sales environment with quotas

• Exhibits professionalism and can work independently in a remote setting

• Capable of thriving in a fast-paced team environment focused on delivering results

• Committed to consistent follow-ups, particularly in a high-volume context

• Skilled in communicating and building relationships with C-suite executives, understanding high-level executive decision-making

• Experience with Salesforce is preferred

• Possesses a strong sales “hunter” mentality

• Proven track record of achieving goals

• Shows empathy towards customer concerns

• Quick to learn

• Exhibits excellent time management skills

• Maintains a success-oriented and positive work approach

• CARET is an Equal Opportunity, Affirmative Action Employer

🏝️ Benefits

• Flexible PTO

• Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage

• Flexible Spending Account

• Health Savings Account

• 401(k) match

• Potential for bonuses based on company performance

• Potential for merit increases based on performance