SMB Account Executive

About the role

Join our team to drive growth for our AI-powered productivity platform that consolidates tasks, documentation, and communication. We are looking for a sales professional to manage the full lifecycle for SMB accounts while integrating AI tools into daily workflows.

Key facts

What you'll do

• Manage the entire sales process for small to mid-sized businesses with 10 to 250 employees.
• Convert marketing leads, demo requests, and free trial users into paying customers to hit and exceed sales quotas.
• Conduct product demonstrations and presentations through web conferencing platforms.
• Provide expert product guidance and answer technical questions for prospective clients.
• Collaborate with marketing and growth departments to refine lead generation and conversion strategies.
• Analyze customer segments to identify and pursue new pipeline opportunities.

Requirements

• 1 to 3+ years of experience in sales, specifically covering the full cycle from acquisition to retention.
• 1 to 3+ years of experience selling SaaS products.
• Proven ability to manage Requests for Information and Requests for Quotes.
• Strong verbal, written, and presentation communication skills.
• High level of organization and attention to detail.
• Ability to work in a fast-paced, high-intensity environment.

Nice to have

• Familiarity with productivity or project management software.
• Background in field sales or e-commerce signup processes.
• Experience with customer service or technical support workflows.
• Proficiency with Salesforce, Outreach, Front, and Slack.

Skills & tools

• Salesforce
• Outreach
• Front
• Slack
• AI-driven productivity tools
• Web conferencing software

Practical notes

ClickUp does not provide visa sponsorship for this position. All candidates must be based in San Diego and available for in-office work three days per week. The company uses AI tools to assist in the candidate screening process. Official communication will only originate from @clickup.com email addresses.