Account Executive

ACCOUNT EXECUTIVE I

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.

• →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

• 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

• 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

• 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

• 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