Account Executive

Omatic; Tulsa (OK); On-site; USD 60,000 - 90,000; Full time

Job summary

Omatic is seeking an Account Executive to serve and grow a portfolio of cause-minded clients by championing Omatic’s suite of products and services. You will build and cultivate a healthy pipeline, forecast results, and meet/exceed sales targets in a dynamic nonprofit tech environment.

You will manage client relationships, conduct outbound campaigns, develop proposals and deliver strategic presentations, and navigate procurement cycles using Salesforce and the broader tech stack to drive success.

Qualifications

• 1-2 years’ Sales Executive experience managing a sales territory.
• 1-2 years’ SDR/BDR experience achieving targets.
• Experience with nonprofit technology product suite preferred: Salesforce, Virtuous, Blackbaud, Wealth Engine.
• Excellent written and verbal communication, ability to articulate technical concepts and business cases.

Responsibilities

• Meet and/or exceed monthly, quarterly and annual sales targets.
• Maintain monthly sales forecast and accurately communicate progress to management.
• Build and maintain healthy pipeline coverage for sales quota targets.
• Conduct outbound prospecting campaigns for lead generation.
• Develop new client relationships within a defined market.
• Consult with customers on needs analysis and business objectives.
• Develop innovative proposals and deliver strategic sales presentations.
• Negotiate proposals and contracts through procurement cycles.
• Utilize Salesforce and other tools to track leads, opportunities, and sales activities.
• Deliver actionable recommendations to customers for Omatic’s products or services.
• Identify potential product/service enhancements to benefit customers.
• Assist in resolving sales and/or delivery issues.

Skills

Nonprofit tech sales

Pipeline management

CRM/Salesforce

Communication skills

Time management

Education

Bachelor's Degree

Tools

Salesforce

Microsoft Office

Job description

The Role:

The Account Executive will report to the Director of Sales and will serve and grow a portfolio of cause-minded clients by championing Omatic’s suite of products and services. You will be responsible for building and cultivating a healthy pipeline of opportunities, forecasting results and meeting/exceeding sales targets

What You’ll Do:

• Meet and/or exceed Omatic’s monthly, quarterly and annual sales targets
• Maintain monthly sales forecast and accurately communicate progress to management
• Build and maintain healthy pipeline coverage for sales quota targets
• Conduct outbound prospecting campaigns for lead generation
• Develop new client relationships within a defined market
• Consult with customers on needs analysis and business objectives
• Develop innovative proposals and deliver strategic sales presentations
• Negotiate proposals and contracts through procurement cycles in a timely and professional manner
• Utilize Salesforce CRM and other tech stack tools to track leads, opportunities, and sales activities
• Deliver actionable, insightful recommendations to customers for Omatic’s products or services
• Identify potential enhancements in products and services that positively impact our customers
• Assist in resolving sales and/or delivery issues

What You Will Bring to Omatic:

• Experience with Nonprofit technology (Virtuous, Salesforce, Blackbaud, Wealth Engine) product suite preferred, particularly in a sales capacity
• 1-2 years’ Sales Executive experience successfully managing a sales territory
• 1-2 years’ SDR/BDR experience successfully achieving targets
• Familiarity with the non-profit sector, including fundraising and development, financial management, multi-channel marketing and non-profit management
• Excellent written and verbal communication skills, with the ability to articulate technical concepts, client needs assessments and business cases both internally and externally
• Strong attention to detail with the ability to organize, manage and execute an annual sales plan
• Superior time management skills with the ability to prioritize and execute multiple projects at the same time
• Proficiency with the Microsoft Office Suite including Word, Excel and PowerPoint required
• Bachelor’s Degree required