Account Executive

We help growing businesses improve visibility, efficiency, and control by implementing the right ERP system—and backing it with the support and guidance they need to succeed long after go-live.

As an Account Executive, you’ll lead a consultative sales process built around diagnosis, alignment, and momentum. Your key responsibility is to run a structured Deep Dive that uncovers the prospect’s challenges and goals, clearly connects our value proposition, and drives toward a Next Steps call where we align on Demo and next steps.

What you'll do:

• Own the sales cycle from discovery through signed agreement and handoff to implementation.
• Execute the Deep Dive to:
• • Present our Company Value Proposition
  • Diagnose the prospect’s challenges, constraints, and success outcomes
  • Correlate the joint execution plan to the action items needed
• Schedule and lead the Next Steps call to confirm stakeholders, timeline, scope, and implementation approach.
• Build trust with executives and cross-functional teams (finance, ops, IT) through business-first conversations.
• Keep pipeline clean and accurate in the CRM; maintain strong follow-up, documentation, and forecasting.
• Partner with solutions/implementation teams to ensure a smooth transition from sale to kickoff.
• Maintain a proactive, consistent prospecting and follow-up cadence.

Ideal Candidate Qualifications:

• 2–7 years of B2B sales experience (SaaS, consulting, technology services, or ERP-adjacent preferred)
• Strong consultative selling skills: discovery, qualification, objection handling, and multi-stakeholder alignment
• Confidence leading structured conversations (agenda, time-boxing, next steps and joint execution plans)
• Comfortable discussing business operations and outcomes (process, reporting, scalability, change management)
• Organized, responsive, and coachable; enjoys working within a defined sales framework
• Experience using a CRM (HubSpot or similar)
• ERP experience with Acumatica, NetSuite, Microsoft Dynamics, or Sage, etc.
• Selling services/support packages alongside software
• Experience with CFO/COO/Controller-level stakeholders
• Familiarity with sales methodologies

We continually search for candidates who share our beliefs and values. Common traits that we admire include:

• Grit & Determination – Willing to dig in and do the hard work. Demonstrates persistence and resilience, tackling challenges head-on and pushing through obstacles to deliver results.
• Proactive Ownership – Takes initiative, anticipates needs, and follows through to ensure projects and responsibilities are completed with excellence.
• Client-Centric Mindset – Prioritizes client success by building trust, communicating clearly, and delivering value in every interaction.
• Adaptability & Flexibility – Embraces change, pivots quickly, and adjusts to evolving client and business needs without losing momentum.
• Continuous Learning & Improvement – Stays curious, seeks feedback, expands knowledge, and applies new skills to improve performance and embrace change.
• Problem-Solving & Critical Thinking – Breaks down complex issues into actionable steps and offers creative, practical solutions—even under pressure.
• Collaboration & Teamwork – Shares knowledge, supports colleagues, and contributes to a positive team dynamic, balancing independence with teamwork.
• Communication Excellence – Communicates clearly and professionally, simplifying technical concepts and keeping stakeholders informed.
• Integrity & Accountability – Acts honestly with transparency, takes ownership of actions, and consistently represents company values in every interaction.
• Expectation Management – Provides accurate time estimates, delivers on commitments, and communicates proactively about timelines and budgets.
• Dependability & Responsiveness – Is reliable, responsive to requests, and maintains composure during tight deadlines or client escalations.
• Independence with Judgement – Works effectively on their own, but knows when to ask for help or collaborate to achieve the best outcomes.