Migration Account Executive

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 SaaSDeliver 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 winYou 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: $60,000 - $65,000 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.#LI-Remote#LI-ST1