What are the responsibilities and job description for the Account Executive position at Caddi?
We’re hiring an Account Executive to help us scale early customer acquisition and close new business with professional services firms (starting with law firms and financial advisors).
You’ll own deals end-to-end—from first conversation through close—working closely with the founders and GTM team. This role is ideal for a strong AE who thrives in early-stage environments, wants meaningful ownership over revenue, and enjoys selling a novel AI product to non-technical buyers.
What You’ll Do- Own the full sales cycle: discovery, demo, follow-ups, and close
- Run discovery calls
- Execute outbound and inbound leads (cold email, LinkedIn, referrals, founder-sourced leads)
- Tailor messaging to COO, Operations, and firm leadership buyers
- Collaborate with founders on refining positioning, use cases, and sales narratives
- Maintain accurate pipeline and deal notes in HubSpot
- Provide feedback to product and GTM on objections, lost deals, and customer needs
- 3–5 years of experience in B2B SaaS sales or GTM roles
- Proven ability to run discovery calls and close deals
- Comfort selling to non-technical buyers in professional services (law, finance, consulting, etc.)
- Strong written and verbal communication skills
- Experience selling AI, automation, productivity, or workflow tools
- Comfortable in an early-stage, fast-moving environment
- Familiarity with tools like HubSpot, Apollo, Clay, LinkedIn Sales Navigator
- Early AE role with meaningful ownership over revenue and accounts
- Direct access to founders and influence on how the sales motion evolves
- Competitive base salary ($100,000–$140,000) plus commission (OTE tied to performance)
- Medical (platinum PPO), dental, and vision — 100% covered for employees; subsidized dependents
- In-person, fast-paced environment with a technical, ambitious, mission-driven team
Salary : $100 - $140