Migration Account Executive

CARET; California; Remote; USD 60,000 - 65,000; Full time

Benefits offered by this job

Flexible PTO

Medical coverage

Dental coverage

Paid sick days

Vision coverage

Supplemental coverage

401(k) match

Job summary

CARET is seeking a Migration Account Executive to advance high-volume migrations for legal and accounting firms. You will build pipelines, plan accounts, and drive migrations to our SaaS platform.

This remote role emphasizes relationship-building with C-suite executives and collaboration across teams. The ideal candidate has 2–3 years of full-cycle SaaS sales experience, a hunter mentality, and a proven track record in quota-driven environments.

Qualifications

• 2–3 years' experience selling software/SaaS in a full cycle role.
• Experience in up-selling software solutions is preferred.
• Experience closing deals with short sales cycles.

Responsibilities

• Build a high-volume migrations pipeline through relationship-building within the legal customer base.
• Develop account plans and strategies for target accounts.
• Make outbound calls to current clients, selling migrations to our SaaS platform.
• Review SaaS options for inbound requests from customers.
• Deliver compelling web-based presentations and master product demonstrations.
• Collaborate with internal teams (Sales Ops, Execs, Customer Success, Marketing) in migration efforts.
• Arrange, manage, and close complex sales cycles.
• Guide customers through the benefits of our SaaS platform.
• Forecast migration activity and revenue retention using sales tools.

Skills

SaaS sales

Full cycle sales

Relationship building

Account planning

Outbound calls

Forecasting

C-suite communication

Salesforce

Tools

Salesforce

Job description

CARET brings the latest in technology and automation to over 10,000 legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters. CARET harnesses powerful and secure practice management, document automation, and payment processing to take firms, professionals, and their clients further.

Our team-defined values guide how we show up for each other, for our partners, and for our customers:

• We succeed together.
• We embrace progress.
• We care big.
• We create space.

The Role

We are looking for a Migration Account Executive to join our team.

Responsibilities

• Build a high-volume migrations pipeline through relationship building within the legal customer base
• Build account plans and strategies for each target account
• Make outbound calls to our current clients, selling them on a migration to SaaS platform
• Receive inbound requests from customers to review our SaaS
• Deliver outstanding web-based presentations and be able to master the demonstration of our software
• Effectively follow up with our clients after initial consultation
• Effectively collaborate with internal resources (Sales Operations, Senior Executives, Customer Success, Marketing, etc.) in migration efforts
• Arrange, manage, and close complex sales cycles
• Guide customers through the benefits of our SaaS platform
• Be a driving force in the success of the company’s goals & objectives through achieving & exceeding individual migration minimum
• Accurately forecast migration activity and revenue retention through proper use of sales tools

Qualifications

• At least 2-3 years’ experience selling software/SaaS products in a full cycle sale role
• Previous experience in up-selling software sales solutions is preferred
• Previous experience in a software sales role closing deals with short sales cycles (transactional)
• Comfortable with expanding relationships with existing customers
• Previous experience in a software sales role, client success role and / or payments sales role
• Ability to deliver multi-tiered sales motion of SaaS, payments, retention
• Be comfortable working in a heavy sales metrics and quota driven environment
• Requires professionalism and the ability to work in a remote and independent environment
• Ability to work in a fast-paced team environment with a cadence of delivering results
• Dedication to continuous follow-ups, specifically in a high-volume environment
• Ability to communicate and build relationships with C-suite level executives and understand high-level executive decision making
• Salesforce experience is preferred

What It Takes To Be Successful

• You’re a competitor and want to win
• You have a sales “hunter” mentality
• You’re energetic and like a fast-paced environment
• You have a history of accomplishing your goals
• You are empathetic to customer concerns
• You understand the importance of retained customers
• You excel at creating relationships
• You are a quick learner
• You love working in teams
• You have excellent time management skills
• You are success-oriented and have a positive approach to work

Benefits

• Flexible PTO
• Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage
• Flexible Spending Account
• Health Savings Account
• 401(k) match

Equal Employment Opportunity: CARET is an Equal Opportunity, Affi­...

The compensation information below is provided in compliance with job posting disclosure requirements.

Pay range: $60,000 - $65,000 Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs.

Depending on the position, compensation may also include commission, bonuses, etc. Potential for bonuses is based on company performance and potential for merit increases is based on performance.