Customer Value Account Executive
- Conduct engaging product demonstrations for add-on modules, lead generation tools, and platform upgrades with existing clients.
- Identify, strategize, and close upsell opportunities in collaboration with the broader sales team and leadership.
- Use social selling, outbound calls, and other prospecting techniques to expand your pipeline and engage high-potential accounts.
- Manage and grow a pipeline of upsell opportunities using Lofty’s CRM and proprietary tools.
- Deliver exceptional customer service by addressing basic client inquiries and potential cancellations, routing them to the appropriate internal teams when needed.
- 3–5 years of experience in a quota-driven sales environment.
- 1–2 years of experience with CRM platforms (e.g., Salesforce, HubSpot).
- 1–2 years of experience using screen-sharing tools such as Zoom or Microsoft Teams.
- Proven track record of prospecting, upselling, and closing new opportunities.
- Excellent communication skills with the ability to translate complex technology into client value.
- Strong organizational and time management skills with acute attention to detail.
- Creative problem-solver who thrives in a fast-paced, evolving environment.
- Collaborative and team-oriented, with a willingness to share strategies and learn from peers.
- Self-motivated with a strong sense of accountability and ownership over performance.
- Demonstrated success operating in a goal-driven, metrics-based environment.
- Health Insurance: FREE medical coverage for employees for one of our plan options! And the ability to add dependents or choose an alternative plan and still receive a credit to keep costs down.
- Paid Time Off: Work hard, play hard! In addition to 10 holidays, we offer three weeks of paid time off so that you can achieve a healthy work-life balance.
- Paternity Leave: We support our team members as they grow their families! Once you qualify for FMLA, you are eligible to receive up to 6 weeks of paid paternity time to bond with a new child.
- Employee Assistance Program: We are proud to offer free access to SupportLinc, a global platform that provides on-demand care as you navigate personal or professional challenges. This confidential and compassionate support system is available to you and your family members anytime you need help.
- Team Building: We may work across time zones and countries, but we’re still united. We host a monthly schedule of virtual team activities, town halls, open Q&A sessions, and other special events…so many fun ways for us to connect and support one another.
- Growth Opportunities: When our people grow…we grow! We offer leadership training, development journeys for core teams, and coaching/mentoring opportunities. Constant growth and development are inherent in our culture.
- Tools To Do The Job: We ensure you are hooked up with the tools, equipment, and systems you need. We begin the process prior to your start date, so you are ready to rock ‘n roll on your first day.
- What Else? We provide a 401(k) company match and 100% company-paid life/AD&D insurance/short-term disability. Our ultimate goal is to support you and your overall wellness.
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