Account Executive I

Advisors, operations, compliance and technology teams total roughly 560 people. Regulatory oversight is constant, and the compliance department is one of the largest in the company.

About the role:

We are adding an Account Executive I to our SMB team. Base salary plus uncapped commission, paid monthly. Reps at plan typically earn close to double their base. You can work from home anywhere in the US. We have no office requirement. Standard office hours, Monday to Friday, with flexibility around them. Please make sure you have a quiet place to work and a solid internet connection.

Essential duties and responsibilities:

• Hand off closed accounts to onboarding with clear notes on scope and anything promised during the sale.
• Track calls and emails in Salesforce and Gong. Notes get logged the same day.
• Build and manage a pipeline of 3x to 4x quota coverage.
• Deliver tailored product demos to operations, finance and IT stakeholders.
• Present pricing and ROI cases to CFOs and business owners.
• Share competitive intel and lost-deal reasons with product marketing.
• Partner with the SDR team on account lists and messaging for target verticals.

Minimum qualifications:

• 1+ years of closing experience in B2B software or services sales.
• Strong written follow-up. Your recap emails should be clear enough to forward to a CFO.
• Bachelor's degree or equivalent work experience.
• Ability to travel up to 20% for customer visits and events.
• Familiarity with a sales methodology such as MEDDICC, Challenger or SPIN.
• Working knowledge of Salesforce. HubSpot is fine if you have used deal stages and forecasting.
• Comfortable running a full sales cycle with multiple stakeholders.

Compensation: $67,000 - $92,000/year DOE.

What we offer:

• Medical, dental and vision insurance.
• 401(k) with 4% match.
• 12 weeks of paid parental leave.
• Employee assistance program.
• Professional development budget.
• Flexible spending account.
• Profit sharing.

We are unable to sponsor visas for this position.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Charlotte Planning Group.