About The Position

Momentive Software is hiring an Account Development Representative to create top-of-funnel cross-sell pipeline from its existing client base for the SMB sales team. This individual identifies expansion opportunities, acts on relevant client signals, and creates qualified cross-sell meetings that can progress to pipeline and closed business. The role partners closely with Business Development, SMB Sales, Client Success, Marketing, and Go-To-Market teams to prioritize high-propensity accounts, conduct targeted outreach, and support a coordinated client experience. It is an individual-contributor position focused on qualified expansion opportunities, pipeline hygiene, and clear handoffs to the appropriate sales owner. The role may require travel of less than 10% as needed. Momentive Software provides cloud-based software and services to purpose-driven organizations, including nonprofits and associations. Its solutions support fundraising, learning, events, careers, volunteering, accounting, and association management.

Requirements

  • 1–2 years of experience in sales development, business development, or a similar prospecting role.
  • A track record of building qualified pipeline through outbound prospecting and account research.
  • Experience tailoring outreach based on account signals, buying triggers, or intent data.
  • Comfort partnering with Sales, Marketing, and Client Success to coordinate a consistent client experience.
  • Daily use of Salesforce or a comparable CRM to track accounts, activity, and pipeline handoffs.
  • Comfort with sales engagement tools such as Salesloft, Outreach, or Gong.
  • Proficiency with Microsoft Office 365.
  • Self-directed and motivated, with the discipline to independently meet pipeline and meeting targets.
  • Strong written and verbal communication skills.
  • Curiosity and a consultative approach to uncovering client needs before pitching.
  • Organization skills to manage a high volume of accounts and outreach follow-ups.
  • Collaborative approach to working across Sales, Marketing, and Client Success.
  • Willingness to travel less than 10% as needed.

Nice To Haves

  • Experience in B2B SaaS.
  • Familiarity with the association, nonprofit, or membership technology space.
  • Familiarity with intent or signal data platforms such as 6sense or ZoomInfo.

Responsibilities

  • Prospect proactively for cross-sell opportunities within the existing Momentive client base, focusing on SMB accounts and high-potential white-space opportunities.
  • Research client accounts to understand current products, product gaps, organizational priorities, buying centers, and expansion triggers.
  • Use account signals, intent data, relationship context, and internal guidance to prioritize outreach and select relevant cross-sell motions.
  • Create personalized, multichannel outreach that connects product value to clients’ operating environments and business priorities.
  • Book and progress qualified cross-sell meetings for SMB sellers, ensuring meetings are prepared, documented, and tied to a clear business opportunity.
  • Maintain strong pipeline hygiene and provide clear handoffs to the appropriate sales owner.
  • Coordinate with Business Development, SMB Sales, Client Success, Marketing, and Go-To-Market teams to support a consistent client experience.

Benefits

  • Medical, dental, and vision benefits.
  • 401(k) savings plan with company match.
  • Flexible planned paid time off.
  • Generous sick leave.
  • Inclusive and welcoming environment.
  • Purpose-driven culture.
  • Work-life balance.
  • Commitment to community involvement.
  • Employer-paid parental leave.
  • Employer-paid short-term disability.
  • Remote work flexibility.
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