Software Account Executive Level 2

Location : Must be located South Central Region (TX NM CO NE KS OK MO AR and LA)

About the Team

At Casebook our Revenue team is the engine behind growth and client success. This team of driven and customer-focused professionals partners with organizations to understand their needs and deliver tailored solutions that empower their missions. Through strategic sales consultative partnerships and data-driven insights they drive new business retention and expansion. Their work ensures Casebook continues to grow sustainably while creating meaningful impact for human services organizations.

Your Impact

A team member at Casebook PBC plays a key role in advancing our mission to improve outcomes for at-risk children and families through transformative software solutions. They are dedicated to Casebooks vision : The Casebook Platform is built specifically to serve the needs of those that serve others and is : Human Centric Always Current Future Proof and our mission : Develop transformative software to promote best practices and drive improved outcomes in human services. This individual exemplifies the Casebook values and works collaboratively to achieve the organizations goals.

As a Software Account Executive II youll play a pivotal role in driving revenue growth and strengthening client relationships through tailored software solutions. Youll collaborate with a diverse high-performing team that includes client stakeholders sales engineers customer success managers and product specialists to deliver impactful results and ensure exceptional client satisfaction.

What Youll Do (Responsibilities)

Share the benefits of Casebooks products to prospective customers in the United States and Canada :

SMB nonprofits in human services / social services

Local and state government agencies and departments

Tribal government organizations.

Develop and execute a territory plan to achieve the revenue necessary to attain quota. Quota is 3x On Track Earnings (OTE).

Generate sales leads from existing and new relationships and follow up on marketing-generated leads.

Maintain a healthy pipeline and provide accurate sales forecasts.

Have the ability to establish strong business relationships with nonprofit and government leaders.

Develop sales opportunities into signed deals.

Monitor the market maintaining an awareness of competitor activity and passing this information through proper channels to the product management and sales teams.

Work cross-functionally with SDR and Solutions Consulting teams to align outreach strategies and deliver data-driven solution recommendations.

Maintaining up-to-date records in our CRM.

Ability to travel approximately up to 30% sometimes on weekends for conferences client meetings or internal meetings.

Qualifications :

What You Bring (Skills and Experience)

Required : 2 years of nonprofit or government sales experience preferably within human services or social services organizations.

Experience working in or volunteering with social service organizations.

Proven track record of success in sales with proof of recent quota attainment or presidents club participation.

BA / BS or equivalent education and / or work experience.

Experience with CRMs preferably Hubspot and Gong

Sales Methodology training

Strong presentation skills and proficiency in using technology to communicate effectively with high-level employees in Casebooks target market.

Must have access to an internet connection of at least 25 Mbps during standard business hours.

Access to a home office or dedicated workspace is required.

Additional Information :

Why Join Casebook

Great Place to Work Certified : Were proud of our collaborative and supportive culture.

Competitive salary and benefits package.

Professional growth opportunities.

The chance to make a real difference by supporting those who help others.

Compensation : Base Salary range $80000 - $85000 Commissions Equity

Remote Work : Yes

Employment Type : Full-time

Key Skills

Business Development,Customer Service,Revenue Growth,ABC Analysis,Account Management,Communication,CRM,Excel,Salesforce,PMP,Customer Relationships,Business Relationships,Sales Goals,Sales Process,CPA

Experience : years

Vacancy : 1