Job Board
LogoLogo

Get Jobs Tailored to Your Resume

Filtr uses AI to scan 1000+ jobs and finds postings that perfectly matches your resume

Casebook PBC Logo

Software Account Executive - Level 2

Casebook PBC

$80,000 - $85,000
Nov 12, 2025
Myrtle Point, OR, US
Apply Now

At Casebook PBC, the business problem is to drive revenue growth and strengthen client relationships through tailored software solutions to improve outcomes for at-risk children and families through transformative software solutions.

Requirements

  • 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
  • Access to an internet connection of at least 25 Mbps during standard business hours
  • Access to a home office or dedicated workspace is required

Responsibilities

  • Share the benefits of Casebook’s products to prospective customers in the United States and Canada
  • 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
  • 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

Other

  • 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
  • Ability to travel approximately up to 30%, sometimes on weekends for conferences, client meetings, or internal meetings