Senior CRM Account Executive

Quick Facts

• Role: Senior CRM Account Executive

• Focus: CRM solution market success and enterprise sales execution

• Location/Travel: Texas (required); 30–50% travel

Description

Owns market success for CRM products, enabling enterprise processes through a single source of truth built on a Service Management platform. Drives territory and account planning aligned with value principles, partners with the account team and specialists, and coaches sales teammates on specialty solution opportunities and sales-cycle execution. Uses AI in work processes, decision-making, and problem-solving.

Responsibilities

• Support territory strategy and planning to improve vertical agreement, account use case targeting, and execution

• Provide input to the AE during account planning based on territory strategy and recommendations

• Ensure recommendations to territory strategy and account planning are aligned with value principles

• Help customers envision the value of digital transformation and support development of strategy with the account team, customer, and partners

• Interlock with SC & Specialist SC on Capability Roadmap for feedback and agreement

• Coach AEs, ADRs, and ACEs on specialty solution area knowledge to identify opportunities and manage the sales cycle

• Customize time allocation of responsibilities to the needs of the territory and account team; celebrate successes

• Champion diversity and belonging

Requirements

• Current location in Texas required

• Consistently meets or exceeds annual quotas while selling transferable solutions

• 7+ years selling transferable CSM/FSM/CRM platform software

• 5+ years experience as a quota-carrying AE, Sales Specialist, or equivalent

• 3+ years success in full cycle ownership within the Enterprise segment (5K+ employees)

• Understanding of business sales processes

• Travel required: 30–50%

• Experience leveraging or critically thinking about integrating AI into work processes, decision-making, or problem-solving

Benefits

• Flexible, trust-based distributed work personas (flexible, remote, or required in office) based on work location eligibility

• Equal opportunity and accommodations support for candidates