The Account Executive I is responsible for identifying and closing new business opportunities while expanding relationships within assigned business accounts. This role works closely with the Client Success, and Product Management teams to support customer growth and retention.
You will be expected to quickly learn WebCE's products, industries, and customer base as well as independently build and manage a sales pipeline.
Key Responsibilities
Generate new business through outbound prospecting, networking, referrals, and lead follow-up
Build and maintain a sales pipeline sufficient to achieve assigned goals by developing relationships with decision-makers in insurance, financial services, and compliance.
Manage the full sales cycle from discovery through contract execution
Conduct discovery meetings, product demonstrations and sales presentations during virtual meetings, conferences, and trade shows
Develop proposals and negotiate within approved pricing and contracting guidelines
Maintain accurate sales activity, pipeline, and forecasting within the CRM
What Success Looks Like
Hunter mentality that quickly learns complex products and industry concepts
Consistently develops lucrative business opportunities ranging from approximately $2,500 to $250,000+
Meets or exceeds quota expectations while remaining coachable and receptive to feedback
Required Experience
2+ years of full-cycle B2B sales experience in long sales cycles
Experience using a CRM system to manage customer, opportunity, and sales activity data
Experience conducting sales meetings and presentations primarily through virtual channels
Preferred Experience
Product Experience selling software, education, insurance, and compliance or financial services solutions
Industry Experience in insurance, claims, adjusting, licensing, continuing education, or compliance
Experience managing opportunities involving multiple decision-makers or extended sales cycles, including mid-sized or enterprise business customers
Experience representing an organization at conferences, trade shows, or customer-facing events
Compensation
Base salary: $60,000-$70,000 plus commission
Commission plan: 60% base / 40% variable target compensation
Uncapped and unthrottled commission
Work Environment
Hybrid position based in Dallas, Texas (Local candidates only)
Office presence typically required two-three days per week for team meetings or business needs
Approximately 10% travel per year for conferences, trade shows, and client visits