Sr. CRM Account Executive

Quick Facts

• Role: Sr. CRM Account Executive (HCLS)

• Domain: Enterprise CRM sales for line of business owners in call center & customer service, field operations, Revenue Operations, and Sales organizations

• Location: California (or near)

Description

Lead enterprise CRM opportunities by running discovery sessions, delivering demos, and using value-based selling to help customers achieve measurable outcomes. Build account and territory plans, manage executive relationships, and conduct Customer Business Reviews to identify adoption and expansion opportunities. Use technical fluency and critical thinking around AI to position CRM solutions.

Responsibilities

• Sell to line of business owners across call center & customer service, field operations, Revenue Operations, and Sales organizations

• Develop relationships with customer executives and decision makers to understand CRM priorities and purchasing processes

• Create account and territory plans to identify priority customers, growth opportunities, and next actions

• Map clients and orchestrate account strategy across a virtual team (Sales Specialists, Solutions Consultants, Success resources, Partners, Marketing)

• Serve as a trusted advisor by advising how CRM solutions support customer business goals

• Run Customer Business Reviews (CBRs) to understand use cases, objectives, and adoption; identify expansion opportunities

Requirements

• Located in or near California

• 10+ years of software or solutions sales experience

• Demonstrated success selling CRM or adjacent solutions (FSM, S2P, Q2C) to Enterprise HCLS

• Proven ability to build trusted relationships with clients and internal teams

• Experience generating new business, negotiating deals, and maintaining C-level relationships

• Strong quota attainment and consistent achievement of annual targets

• Experience leveraging or critically evaluating how to integrate AI into processes, decision-making, or problem-solving (including using AI tools, automating workflows, and analyzing AI-driven insights)

• Ability to promote a customer success focus in a team-based environment

• Willingness to travel up to 50%

Benefits

• Work in a flexible, distributed work environment with defined work personas (flexible, remote, or required in office depending on assignment)

• Opportunity to shape and grow CRM business through transformational enterprise sales opportunities

• Collaboration with a broad virtual team to deliver measurable outcomes