Software Account Executive (SAE) 2, Southeast Territory

At Casebook, our Revenue team is the engine behind growth and client success. This team of driven and customer-focused professionals partners with organizations to understand their needs and deliver tailored solutions that empower their missions. Through strategic sales, consultative partnerships, and data-driven insights, they drive new business, retention, and expansion. Their work ensures Casebook continues to grow sustainably while creating meaningful impact for human services organizations.

Location: South Central Region (MS, TN, WV, NC, SC, AL, GA, FL, Puerto Rico)

Salary: $80,000 - $85,000 + Commission + Equity

Responsibilities

• Share the benefits of Casebook’s products to prospective customers in the United States and Canada: SMB nonprofits in human services/social services, local and state government agencies and departments, Tribal government organizations.
• Develop and execute a territory plan to achieve the revenue necessary to attain quota.
• Generate sales leads from existing and new relationships and follow up on marketing-generated leads.
• Maintain a healthy pipeline and provide accurate sales forecasts.
• Establish strong business relationships with nonprofit and government leaders.
• Develop sales opportunities into signed deals.
• Monitor the market, maintaining an awareness of competitor activity and passing this information, through proper channels, to the product management and sales teams.
• Work cross-functionally with SDR and Solutions Consulting teams to align outreach strategies and deliver data-driven solution recommendations.
• Maintain up-to-date records in CRM.
• Travel approximately up to 30%, sometimes on weekends for conferences, client meetings, or internal meetings.

Requirements

• 2+ years of nonprofit or government sales experience, preferably within human services or social services organizations.
• Experience working in or volunteering with social service organizations.
• Proven track record of success in sales, with proof of recent quota attainment or president's club participation.
• BA/BS or equivalent education and/or work experience.
• Experience with CRMs, preferably Hubspot and Gong.
• Sales Methodology training.
• Strong presentation skills and proficiency in using technology to communicate effectively with high-level employees in Casebook's target market.
• Must have access to an internet connection of at least 25 Mbps during standard business hours.
• Access to a home office or dedicated workspace.

Benefits

• Fully funded medical, dental, and vision plans.
• 401(k) contributions.
• Company shares.
• Generous paid time off to recharge and refresh.

Additional Information

• The role covers the South Central Region (MS, TN, WV, NC, SC, AL, GA, FL, Puerto Rico). The applicant must reside within one of these states.
• The position involves travel up to 30%, sometimes on weekends.
• The compensation package includes $80,000 - $85,000 base salary, plus commission and equity.
• Casebook is a Great Place to Work Certified company, offering a collaborative and supportive culture.