Senior CRM Account Executive

Quick Facts

Role: Senior CRM Account Executive (CRM Prime AE)
Focus: New business and customer expansion through CRM solutions
Travel: Up to 50%

Description

Sell CRM solutions to line-of-business owners and decision makers, translating CRM priorities into measurable business outcomes. Lead discovery sessions, run customer business reviews, and use value-based selling to identify growth opportunities and expansion. Present and demo solutions with the technical fluency needed to help customers gain confidence to invest.

Responsibilities

• Sell to line of business owners across call center & customer service, field operations, Revenue Operations, and Sales organizations
• Build relationships with customer executives and decision makers to understand CRM priorities and purchasing process
• Develop account and territory plans to identify priority customers, growth opportunities, and next actions
• Oversee client relationship mapping and orchestrate account strategy across a broad virtual team
• Act as a trusted advisor by understanding customer business needs and advising how CRM solutions help achieve goals
• Conduct Customer Business Reviews (CBRs) to evaluate use cases, objectives, adoption, and expansion opportunities

Requirements

• 10+ years of sales experience in software or solutions sales
• Proven ability to build trusted relationships with current and prospective clients and internal teams
• Experience generating new business, negotiating deals, and maintaining healthy C-level relationships
• Demonstrated ability to achieve sales targets
• Experience leveraging or critically thinking about integrating AI into workflows, decision-making, or problem-solving
• Ability to understand the broader IT picture and customer plans around IT
• Customer-success mindset in a “win as a team” environment
• Willingness to travel up to 50%

Benefits

• Base pay range: $130,650–$190,550 plus equity (when applicable)
• Variable/incentive compensation (OTE structure)
• Health plans including flexible spending accounts
• 401(k) plan with company match
• Employee Stock Purchase Plan (ESPP)
• Matching donations
• Flexible time away plan and family leave programs
• Total compensation varies by qualifications, skills, competencies, and work location