Build and manage a high-volume pipeline to sell existing legal-sector customers on migrating to the company’s SaaS platform, including account planning, presentations, follow-up, and closing sales. Collaborate with internal teams, guide customers through the platform’s benefits, and meet migration targets while accurately forecasting activity and revenue retention.
Job Details: Job Location: Nationwide Remote - Remote, CA, Salary Range: $70000.00 - $80000.00Salary,
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.
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
Qualifications:
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
Salesforce experience is preferred
What it takes to be successful:
You’re a competitor and want to win
You have a sales “hunter” mentality
You’re energetic and like a fast-paced environment
You have a history of accomplishing your goals
You are empathetic to customer concerns
You understand the importance of retained customers
You excel at creating relationships
You are a quick learner
You love working in teams
You have excellent time management skills
You are success-oriented and have a positive approach to work
Benefits:
Flexible PTO
Medical, Dental, Paid Sick Days, Vision, and Supplemental Coverage
Flexible Spending Account
Health Savings Account
401(k) match
Equal Employment Opportunity: CARET is an Equal Opportunity, Affirmative Action Employer.
The compensation information below is provided in compliance with job posting disclosure requirements.
Pay range: $70,000 - $80,000 Actual base pay will depend on varying circumstances, including the position, location, individual qualifications, market finances, and other operations business needs.
Depending on the position, compensation may also include commission, bonuses, etc. Potential for bonuses is based on company performance and potential for merit increases is based on performance.
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Qualifications:
“I was the first applicant for a remote marketing position that got listed on the company website the same day I applied. Had an interview within 48 hours!”