Account Executive

Summary

Omatic is seeking an Account Executive to serve and grow a portfolio of cause-minded clients by promoting its products and services. The role focuses on pipeline development, sales forecasting, prospecting, client consulting, proposal negotiation, CRM management, and meeting sales targets.

Responsibilities

• Meet and/or exceed Omatic’s monthly, quarterly and annual sales targets
• Maintain monthly sales forecast and accurately communicate progress to management
• Build and maintain healthy pipeline coverage for sales quota targets
• Conduct outbound prospecting campaigns for lead generation
• Develop new client relationships within a defined market
• Consult with customers on needs analysis and business objectives
• Develop innovative proposals and deliver strategic sales presentations
• Negotiate proposals and contracts through procurement cycles in a timely and professional manner
• Utilize Salesforce CRM and other tech stack tools to track leads, opportunities, and sales activities
• Deliver actionable, insightful recommendations to customers for Omatic’s products or services
• Identify potential enhancements in products and services that positively impact our customers
• Assist in resolving sales and/or delivery issues

Skills

• 1-2 years' Sales Executive experience successfully managing a sales territory
• 1-2 years' SDR/BDR experience successfully achieving targets
• Familiarity with the non-profit sector, including fundraising and development, financial management, multi-channel marketing and non-profit management
• Excellent written and verbal communication skills, with the ability to articulate technical concepts, client needs assessments and business cases both internally and externally
• Strong attention to detail with the ability to organize, manage and execute an annual sales plan
• Superior time management skills with the ability to prioritize and execute multiple projects at the same time
• Proficiency with the Microsoft Office Suite including Word, Excel and PowerPoint required
• Bachelor's Degree required
• Experience with Nonprofit technology (Virtuous, Salesforce, Blackbaud, Wealth Engine) product suite preferred, particularly in a sales capacity

Qualifications

Must Haves

• 1-2 years' Sales Executive experience successfully managing a sales territory
• 1-2 years' SDR/BDR experience successfully achieving targets
• Familiarity with the non-profit sector, including fundraising and development, financial management, multi-channel marketing and non-profit management
• Excellent written and verbal communication skills, with the ability to articulate technical concepts, client needs assessments and business cases both internally and externally
• Strong attention to detail with the ability to organize, manage and execute an annual sales plan
• Superior time management skills with the ability to prioritize and execute multiple projects at the same time
• Proficiency with the Microsoft Office Suite including Word, Excel and PowerPoint required
• Bachelor's Degree required

Nice to Haves

• Experience with Nonprofit technology (Virtuous, Salesforce, Blackbaud, Wealth Engine) product suite preferred, particularly in a sales capacity