The Account Executive will drive new business growth within a dedicated territory by managing the full sales cycle from lead generation to contract close. They will conduct product demos, maintain CRM records, and collaborate with internal teams to ensure a seamless buyer journey.
You will perform high-volume outbound calling using AI-powered tools to qualify prospects and set demos for Account Executives. Additionally, you will maintain CRM records and provide market intelligence to the sales and product teams.
Manage customer inquiries across phone, email, and chat; own support tickets through resolution while meeting service and customer satisfaction targets. Troubleshoot platform, accounting, and workflow issues, document solutions, educate customers, and collaborate with internal teams to improve support processes and product quality.
You will own the product vision and roadmap for the trust accounting engine while driving the execution of features that automate financial workflows. This role involves collaborating with engineering and design to deliver high-impact solutions while maintaining deep relationships with customers to inform product iterations.
