Migration Account Executive

CARET•San Diego, CA

19d•$70,000 - $80,000•Remote

About The Position

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.

Requirements

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

Nice To Haves

Salesforce experience is preferred

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