Account Executive (Growth)
Workiz
- San Diego, CA
- $85,000-93,000 per year
- Permanent
- Full-time
- Increase the monthly revenue from accounts through SaaS upsells and cross -sells.
- Upgrade customers to premium SaaS packages.
- Sell Workiz's embedded Communication and AI products to our existing software customer base.
- Become a product expert on Workiz’s suite of FSM, AI and communication offerings.
- Lead consultative sales processes, recommending and advising customers on the best-suited product upgrades/upsells.
- Manage a pipeline of potential upsell deals through phone calls, email campaigns, and scheduled meetings.
- Lead the entire upsell process, including product demonstrations, value proposition explanations, price negotiations, and closing the upsell.
- Assist customers with onboarding/migrating their communication platform to Workiz and optimizing related software configurations.
- Provide customer feedback to the product team regarding enhancement requests.
- This role requires a high degree of flexibility, supporting multiple teams and functions as needed. It demands adaptability, cross-functional collaboration, and the ability to pivot between responsibilities to meet evolving business needs.
- 2+ years experience in sales or account management with a proven track record of exceeding goals.
- Strong written and verbal communication skills; ability to establish rapport with customers at all levels, primarily via email and phone.
- Ability to multitask and manage a high volume of customer interactions.
- A creative problem-solving approach and excellent consulting skills
- Strong work ethic and ability to adapt to rapidly changing environments.
- Previous experience selling SaaS or communication products.
- Knowledge of CRM software like Hubspot or Salesforce.
- Experience negotiating in consultative sales environment.
- Previous work in Field Services or Field Service Management software.