Migration Account Executive

Caret; San Diego (CA); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Flexible PTO

Health benefits

FSA

401(k) match

Paid sick days

Job summary

CARET is looking for a Migration Account Executive to drive a high-volume migrations program for legal customers. You will build target account plans, conduct outbound and inbound reviews, and demonstrate our SaaS platform through engaging web presentations.

You will master multi-tiered sales motions, forecast migration activity, and collaborate with Sales Ops, Customer Success, Marketing and senior executives.

Qualifications

• 2–3 years’ experience selling software/SaaS in full-cycle sales.
• Experience in up-selling software sales solutions preferred.
• Experience in a software sales role closing deals with short cycles.
• Ability to deliver multi-tiered SaaS, payments, retention motions.

Responsibilities

• Build a high-volume migrations pipeline through relationship building within the legal customer base.
• Make outbound calls, present web-based demos, and review our SaaS with customers.
• Close complex sales cycles and drive migrations to our SaaS platform.
• Forecast migration activity and revenue retention using sales tools.
• Collaborate with Sales Ops, Senior Executives, Customer Success, Marketing, etc.

Skills

Relationship building

Negotiation

C-suite communication

High-volume outbound

Forecasting revenue

Sales strategy

Team collaboration

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 RoleWe 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 baseBuild account plans and strategies for each target accountMake outbound calls to our current clients, selling them on a migration to SaaS platformReceive inbound requests from customers to review our SaaSDeliver outstanding web-based presentations and be able to master the demonstration of our softwareEffectively follow up with our clients after initial consultationEffectively collaborate with internal resources (Sales Operations, Senior Executives, Customer Success, Marketing, etc.) in migration effortsArrange, manage, and close complex sales cyclesGuide customers through the benefits of our SaaS platformBe a driving force in the success of the company’s goals & objectives through achieving & exceeding individual migration minimumAccurately forecast migration activity and revenue retention through proper use of sales toolsQualifications:At least 2-3 years’ experience selling software/SaaS products in a full cycle sale rolePrevious experience in up-selling software sales solutions is preferredPrevious experience in a software sales role closing deals with short sales cycles (transactional)Comfortable with expanding relationships with existing customersPrevious experience in a software sales role, client success role and / or payments sales roleAbility to deliver multi-tiered sales motion of SaaS, payments, retentionBe comfortable working in a heavy sales metrics and quota driven environmentRequires professionalism and the ability to work in a remote and independent environmentAbility to work in a fast-paced team environment with a cadence of delivering resultsDedication to continuous follow-ups, specifically in a high-volume environmentAbility to communicate and build relationships with C-suite level executives and understand high-level executive decision makingSalesforce experience is preferredWhat it takes to be successful:You’re a competitor and want to winYou have a sales “hunter” mentalityYou’re energetic and like a fast-paced environmentYou have a history of accomplishing your goalsYou are empathetic to customer concernsYou understand the importance of retained customersYou excel at creating relationshipsYou are a quick learnerYou love working in teamsYou have excellent time management skillsYou are success-oriented and have a positive approach to workBenefits:Flexible PTOMedical, Dental, Paid Sick Days, Vision, and Supplemental CoverageFlexible Spending AccountHealth Savings Account401(k) matchEqual Employment Opportunity: CARET is an Equal Opportunity, Affirmative Action Employer.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.#LI-Remote#LI-ST1