SMB Account Executive

ClickUp; San Diego (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

ClickUp, based in San Diego, is seeking an Account Executive to drive net new SMB deals and manage expansion opportunities. You will conduct emails, calls, and demos, master the product, and present tailored solutions to prospects while collaborating with Growth and Marketing to optimize conversions.

The role requires 1–3+ years in SaaS sales, excellent communication, and a process-driven mindset. You should be comfortable with RFIs/RFQs and maintaining a healthy sales pipeline, with in-office

Qualifications

• 1-3+ years of relevant sales experience, across all sales cycles.
• 1-3+ years of SaaS sales cycle experience.
• Excellent written, verbal, and presentation skills.
• Process-driven with diligent attention to detail.
• Experience with completing and leading RFIs or RFQs.
• We work a lot and love it, and can dedicate your life to this while it gets off the ground.

Responsibilities

• Work all new business leads for SMB accounts (10-250 employees).
• Achieve and consistently exceed pipeline and sales targets by converting free trials, marketing-qualified leads, or demo requests into paid customers.
• Master the product and field customer service and product questions from your leads.
• Perform customer presentations and demos via online web conferencing tools.
• Work with the Growth and Marketing teams to optimize lead generation and sales conversion tools.
• Identify customer segments and new opportunities to improve the quality of the sales pipeline.

Skills

SaaS sales

New business acquisition

Account management

RFIs/RFQs

Communication skills

CRM tools

Pipeline management

Product knowledge

Sales tools

Rapport building

Job description

At ClickUp, we're building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. We are an AI-native company. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what's possible.

We’re looking for an Account Executive who has a consistent track record of exceeding quota via net new account acquisition, plus some account management experience with expansion and renewals. You should have experience with consultative sales processes, selling SaaS (ideally productivity solutions), across a variety of industries.

You are a solution seller by nature, training, and experience, who is genuinely curious, and confidence speaking with customers. You’re a persuasive self-starter, a good listener, while having a high degree of personal accountability in communicating cross-functionally and maintaining a healthy sales pipeline. Since a majority of your time will be spent on emails, calls, and web conferences with customers, we expect an infectiously positive attitude when prospecting, presenting, and closing!

MUST BE LOCATED IN SAN DIEGO AND WILLING TO BE IN OFFICE 3 DAYS A WEEK.

The Role:

• Work all new business leads for SMB (10-250 employees) accounts

• Achieve and consistently exceed pipeline and sales targets by converting free trials, marketing-qualified leads, or demo requests into paid customers.

• Master the product and be able to field customer service and product questions from your leads.

• Perform customer presentations and demos via online web conferencing tools.

• Work with the Growth and Marketing teams to optimize lead generation and sales conversion tools.

• Identify customer segments and new opportunities to improve the quality of the sales pipeline.

Qualifications:

• 1-3+ years of relevant sales experience, preferably in all sales cycles, from converting net new prospects to growing and retaining existing customers.

• 1-3+ years of SaaS sales cycle experience.

• Excellent written, verbal, and presentation skills.

• Process-driven with diligent attention to detail.

• Experience with completing and leading Requests for Information or Requests for Quotes.

• We work a lot and love it, you LOVE work as much as we do, and can dedicate your life to this while it gets off the ground.

Desirable:

• Experience with project management software or other productivity tools.

• Experience with e-commerce signup flows and field sales.

• Experience with Slack, Front, Salesforce and Outreach.

• Some exposure to Customer Service and Technical Support processes, and sending responses quickly.

• You prefer building rapport with customers over annoying, aggressive sales tactics.

  #LI-NMR
  #LT - Hybrid

Equal Opportunity Employer

ClickUp is an Equal Opportunity Employer, and qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

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Visa Sponsorship

Please note we are unable to sponsor or take over sponsorship of an employment visa for roles outside of engineering and product at this time. Sponsorship for engineering and product roles is not guaranteed, but is instead based on the business needs for that specific role at that time. Please reach out to the recruiter with any questions.

AI Processing Notice

ClickUp may use artificial intelligence and machine learning technologies to help review and screen candidates' employment applications against role-related criteria. These tools support, but do not replace, human decision‑making. If you have questions or need an accommodation in the recruitment process, please contact us at [e-mail].