Account Executive (Sales)

Posted On: May 05, 2021

Position Overview:

As an Account Executive (AE) at DocuPhase, you will be responsible for engaging with existing and new customers to understand their business processes, challenges and presenting DocuPhase products and services to close new business. Responsibilities include performing initial analysis to qualify opportunities, building pipeline, forecasting, and closing business. This position will be customer-facing and requires exceptional interpersonal and organizational skills. The AE position requires technical competence with DocuPhase products for the purposes of educating how technology can drive process workflows, electronic forms, and infrastructure solutions. The successful AE will own the prospect relationship from collaborating with the Director of Sales to being responsible for preparing and delivering customer presentations, quotes and proposals. This role will also be relied on to share insight and knowledge with the rest of the Sales & Marketing team.


As an Account Executive, you will...

  • Responsible for the overall business development, client engagement, and sales lifecycle of DocuPhase’s product and service offerings to existing customers and prospects.
  • Execute detailed in-person and remote product presentations and web demonstrations of DocuPhase’s software capabilities to C-level executives, directors, and managers in accounting, operations, and IT.
  • Find and acquire new customers that have been identified through market research and industry knowledge.
  • Expanding DocuPhase’s footprint within a base of existing strategic customers.
  • Document and track all potential and existing client interactions and lead follow-through using Salesforce CRM.
  • Identify and utilize internal resources (Executives, sales engineering, customer success, etc.) to develop strategic relationships with key executives in current and new accounts to drive DocuPhase sales and expansion.
  • Identify popular business problems and assist prospects in understanding DocuPhase offerings.
  • Maintaining close professional relationships with all points of contact.
  • Provide feedback to management on product gaps and competitor challenges.
  • Provide feedback marketing on lead and campaign performance.s 

Required Skills/Competencies

  • 3-5 years B2B Software Sales Experience.
  • Experience running a “Solution / Consultative Sale” process.
  • Excellent speaking and presentation skills combined with an impressive savviness for networking within complex business structures.
  • Demonstrated ability to have high levels of customer satisfaction for accounts under your control.
  • Prior experience using sales tools like Salesforce, Salesloft, and ZoomInfo to manage and grow business.

What We Offer You…

  • Significant Sign-On Bonus  
  • Uncapped commissions on booking – software and professional services 
  • Generous PTO  
  • Your choice of a new PC or Mac laptop  
  • Monthly stipend for cellphone  
  • New smartphone once per year  
  • 401K 
  • Competitive salary
  • 100% individual Healthcare insurance provided
  • Dental and vision insurance options are available
  • Long-term disability (company paid)
  • Company-sponsored events

Not a fit for you, but know someone that may be interested and qualified? Please pass the job along. Thank you!




Paid Vacation
Paid Holidays
Health Insurance
Dental Insurance
Virtual/In-Person Events

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