SMB Account Executive

Apply; San Diego (CA); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Hybrid work model

On-site HQ in San Diego

Job summary

ClickUp is seeking a driven SMB Account Executive to join our AMER team in San Diego, CA. You will own new business leads for SMB accounts (0–25 employees) and drive adoption of ClickUp’s all-in-one platform.

Deliver engaging demos, master the product, collaborate with Growth and Marketing, and maintain a consultative, relationship-based sales approach rather than pushy tactics. This role is hybrid with 3 days on-site weekly.

Qualifications

• Experience converting net new SMB prospects.
• Proven SaaS sales cycle expertise and quota attainment.
• Excellent written, verbal, and presentation skills.
• Process-driven with strong attention to detail.
• Experience completing RFIs/RFQs.
• Must work a hybrid schedule 3 days per week in our San Diego HQ.

Responsibilities

• Own new business leads for SMB accounts (0–25 employees) in your region.
• Consistently exceed pipeline and sales targets by converting trials, MQLs, and demo requests into paid customers.
• Master the ClickUp product and confidently field customer service and product questions.
• Deliver compelling presentations and demos via online web conferencing tools.
• Collaborate with Growth and Marketing teams to optimise lead generation and sales conversion.
• Identify customer segments and new opportunities to improve pipeline quality.
• This role requires a hybrid work-schedule of 3x per week in our San Diego HQ.

Skills

SMB SaaS sales

Quota achievement

Consultative selling

Excellent communication

RFIs/RFQs

Tools

Salesforce

Zoom

LinkedIn Sales Navigator

Outreach

People.ai

ZoomInfo

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.

ClickUp is seeking a driven, consultative SMB Account Executive to join our AMER team in San Diego, CA. In this role, you’ll be at the forefront of transforming how SMB Organization adopt productivity solutions. You’ll leverage your EQ, IQ, and curiosity to deliver a truly consultative sales experience—helping customers realize the full value of ClickUp’s all-in-one platform. If you’re a persuasive self-starter with high integrity, a positive attitude, and a passion for building authentic customer relationships (not aggressive sales tactics), this is the role for you!

The Role:

• Own and work all new business leads for SMB accounts (0-25 employees) in your region
• Consistently exceed pipeline and sales targets by converting free trials, marketing-qualified leads, and demo requests into paid customers
• Master the ClickUp product and confidently field customer service and product questions
• Deliver compelling presentations and demos via online web conferencing tools
• Collaborate with Growth and Marketing teams to optimise lead generation and sales conversion
• Identify customer segments and new opportunities to improve pipeline quality
• This role requires a hybrid work-schedule of 3x per week in our San Diego HQ.

Qualifications:

• Demonstrable experience converting net new prospects and growing/retaining SMB customers
• Proven SaaS sales cycle expertise and track record of exceeding quota
• Excellent written, verbal, and presentation skills
• Process-driven with strong attention to detail
• Experience completing and leading RFIs/RFQs
• Must work a hybrid work schedule of 3 days per week in our San Diego HQ

Desirable:

• MEDDICC or MEDDPICC training highly desirable
• Experience selling project management or productivity software
• Familiarity with Salesforce, People.ai, Zoominfo, LinkedIn Sales Navigator, and Outreach
• Exposure to customer service and technical support questions
• Preference for building rapport over aggressive sales tactics #LI-SM1 #LI-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.

Privacy Notice

ClickUp collects and processes personal data in accordance with applicable data protection laws. You can find further details by viewing our Global Candidate Privacy Notice.

If you are a Philippine Job Applicant, please also see our Philippine Data Privacy Notice for further details.

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.

Fraud Alert

ClickUp Talent Acquisition will only initiate contact via an @ clickup.com email or through our official careers portal on clickup.com. We will never request fees, payments, or sensitive personal information. Please disregard any offers received outside these channels and report them to [e-mail].

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].