Senior Account Executive

Inbound Lead Management and New Business Acquisition:

• Respond to inbound leads within defined SLA; prioritize speed with personalization.
• Conduct structured discovery calls to understand practice workflows and pain points.
• Manage full sales cycle from first contact through contract execution.

Cross-Sell and Upsell with Current Customers:

• Engage current customers who raise their hand or are flagged by Support.
• Identify cross-sell and upsell opportunities based on practice size and product gaps.
• Execute expansion conversations with same rigor as new business.

Pipeline Management and Forecasting:

• Maintain accurate, up-to-date pipeline in Salesforce at all times.
• Participate in weekly pipeline reviews with clear deal stage visibility.
• Submit weekly and monthly forecasts with confidence levels and supporting rationale.