Senior Client Sales Executive

About this Position

The Inside Sales Executive is responsible for driving revenue growth within an assigned portfolio of existing clients, as well as identifying and converting organizations that currently use the software products we represent but are not yet leveraging our services.

Focusing on core Acumatica add Ons and upsells as well as Net at Work designed solutions (IP) This role requires a strategic and proactive approach to sales, combining deep product knowledge, strong relationship-building skills, and the ability to identify and capitalize on new opportunities.

Job Responsibilities

Quota Attainment

• Meet or exceed monthly, quarterly, and annual sales goals.

• Generate revenue growth from existing clients and newly converted accounts.

Pipeline Management

• Maintain a robust pipeline of opportunities with clear next steps and timelines.

• Ensure timely and accurate updates in CRM to support forecasting and pipeline health.

Client Conversion & Expansion

• Research and identify organizations currently using our supported products but not yet working with us.

• Engage, qualify, and convert these organizations to active service clients.

• Expand our footprint within existing accounts through upsell, cross-sell, and expansion efforts.

Mutual Success Plans

• Collaborate with clients to develop mutual success plans that align our services with their strategic objectives.

• Maintain progress on deal process as outlined in the Mutual Success Plan

Discovery & Demos

• Conduct initial discovery calls to uncover client needs and pain points.

• Deliver standard product demonstrations or coordinate deep-dive demos with technical specialists.

Client Engagement

• Work collaboratively with our Client Experience and Account Management team to identify further opportunities.

Product & Industry Knowledge

• Stay informed on the products we support, industry trends, and competitive positioning.

• Maintain readiness to discuss solutions and demonstrate product capabilities.

Collaboration & Handoff

• Partner effectively with Solution Engineers, Customer Success Managers, and Account Managers.

• Ensure smooth internal handoffs and adherence to service level agreements (SLAs).

Forecasting & Reporting

• Provide accurate weekly/monthly sales forecasts and client account updates.

• Keep leadership informed of sales performance, account progress, and market feedback.

Tools & Systems Used

• CRM (MS Dynamics)

• Sales Enablement Platforms (e.g., Seismic)

• Demo Tools (e.g., Microsoft Teams, Recorded Overview Videos)

• AI Productivity Tools (e.g., Microsoft Co-Pilot)

Job Requirements

• 5+ years of experience in inside sales, business development, or account management. (see appendix for more detailed info)

• Track record of quota achievement and driving growth in existing and new accounts.

• Proficiency in CRM and sales engagement tools.

• Strong interpersonal and communication skills.

• Familiarity with ERP, HCM, or other SaaS business applications is highly preferred.

Customer Requirements

This job may require access to customer information, systems, and/or premises. As a result, this job may require customer approval for such access as an essential job function.

Core Competencies

• Client Champion – Relentlessly exceed client expectations. Consistently anticipate needs to deliver valuable solutions and extraordinary outcomes.

• Problem Solver – Smart, analytical, inquisitive, knowledge-seeker that thrives on a challenge.
• Promise Keeper – Place high value on keeping our word and doing the right thing. Demonstrate honesty, integrity, and commitment.
• Collaborative Integrator –Team player, unifier, relationship-oriented, win-win seeker, exemplify the concept of relationships through trust and unity.
• Driven Intrapreneur – Exceed goals using independent creative thinking, optimism, self-confidence, and a can-do attitude.
• Inspiring Coach – Help employees, clients and partners using knowledge, expertise, experience, and situational fluency.

Compensation and Benefits

Base salary range: $60,000 to $75,000.