Senior CRM Account Executive

Quick Facts

• Role focused on CRM solution sales with value-based selling
• Sells to line-of-business owners across call center/customer service, field operations, revenue operations, and sales organizations
• Leads discovery, account/territory planning, and Customer Business Reviews
• Drives measurable business outcomes through C-level relationships

Description

The Senior CRM Account Executive role is focused on transforming customers’ CRM business outcomes. You will shape CRM sales opportunities through discovery, relationship-building, value-based selling, and account strategies aligned to customer priorities and use cases. You will present and demo CRM capabilities with the technical fluency to help customers invest with confidence.

Responsibilities

• Sell CRM solutions to line-of-business owners across targeted departments and functions
• Build executive relationships to understand CRM priorities and purchasing processes
• Develop account and territory plans to identify priority customers, growth opportunities, and the actions needed
• Oversee client relationship mapping and lead account strategy across a broad virtual team
• Act as a trusted advisor by aligning ServiceNow CRM to customer business goals
• Run Customer Business Reviews (CBRs) to understand use cases, objectives, adoption, and identify expansion opportunities

Requirements

• Current location in the Southeast US with a close drive to a major airport for travel
• 10+ years of sales experience within software or solutions sales
• 5+ years selling CRM or transferable front office SaaS (e.g., CSM, FSM, Source to Pay)
• Experience establishing trusted relationships with current/prospective clients and internal teams
• Experience producing new business, negotiating deals, and maintaining C-level relationships
• Proven track record of high quota attainment and consistently meeting annual sales targets
• Experience leveraging or critically thinking about integrating AI into work processes, decision-making, or problem-solving
• Experience promoting a customer-success focus in a “win as a team” environment
• Willingness to travel up to 50%
• Preferred: success selling to Enterprise (5K+ employees) and the HCLS industry

Benefits

• Flexible, distributed work model with assigned work personas (flexible, remote, or required in office depending on role and location)