Account Executive (SaaS)
WFH Flexible Fairfield, CT, CT
Job Type

  * This is a remote or hybrid position

Position Overview

The Account Executive to help build the market for and deliver sales of our software solutions to private foundations. In this newly created position, you will join a seasoned sales team and mature company as we grow our business through our purpose-built software and services. The Account Executive is strategic to Foundation Source's growth goals.

The Account Executive (AE) will deliver B2C software sales. While we are in the early stages of the product life cycle, the AE will be responsible for developing leads through outbound activities, conducting software demos, answering questions, and advancing opportunities through trial and contracting. Marketing and sales will also generate software leads. The AE will advance these inbound qualified leads through the product sales cycle. Over time, as awareness and demand grow, it is expected that the AE’s business development activities will shift from primarily outbound to heavily inbound. Ultimately, the Account Executive drives software sales, so success looks like increasing the number of families and corporations that buy our software. 

As our software sales expert, the AE will assist in educating the sales teams on software use cases and value propositions. The AE also will provide insights to Marketing and Product to help inform our customer journey and product roadmap. 

The AE will be tech savvy and experienced in software sales. As an engaging, stimulating communicator, poised and capable of projecting enthusiasm and warmth, the AE easily and assuredly makes new contacts. This allows the AE to guide the sales process confidently toward the goal/close, using persuasion, not pressure. The AE will have a strong sense of urgency, initiative, and drive to get things done, with an emphasis on working with and through people in the process.  A growth mindset and flexibility are essential.

Key Responsibilities

Business Development and Sales (90%)

  • Grow sales revenue and hit corporate goals for software 
  • Generate leads through outbound activities such as dial, email, and social media interactions
  • Position value proposition, features, benefits, and pricing to close software sales
  • Conduct demos to qualified prospects and answer questions to convert prospects and trial users to customers 
  • Collaborate with the sales team on software sales opportunities 
  • Attend tradeshows and conferences, as identified and arranged by Marketing, to represent the company, provide demos, and network with prospects
  • Accept and work inbound leads (limited)

Sales Operations (10%)

  • Use Salesforce to record all activities and manage pipeline 
  • Provide observations on market demand and needs to inform Sales, Marketing and Product on the customer journey and product needs
  • Generate sales reports 
  • 5-plus years as a product sales specialist for financial, legal, family office, or philanthropy software
  • Proven results in a quota-oriented sales environment and an understanding of technology and technological innovations
  • Experience with enterprise software solutions preferred
  • Proven leadership in building new markets and growing sales a plus
  • Team player
  • Self-motivated and able to work independently, while prioritizing objectives to achieve maximum results
  • Strong oral and written communication skills and ability to present compelling product demos to prospects both in person and virtually
  • Ability to travel without restrictions
  • Bachelor’s degree in an IT, business, or sales related field preferred