Startup Job Board of Silicon Valley and San Franciscio

Posted Mar 14

Account Executive

SF City Full Time
Salary: 140,000 OTE

Insightly has seen tremendous customer growth (1M+ users) and we're now building a world class sales team to take advantage of market demand for the next generation CRM.

Insightly is looking for a passionate and enthusiastic Account Executive with experience selling CRM and a proven track record of up-selling into an existing customer base. This role is responsible for engaging a large set of paying customers and expanding their investment with Insightly. The AccountExecutive is responsible for managing multiple clients ranging from small - mid market - F500 globally with a focus on MRR growth, building quality relationships, and ensuring customers have a world class experience with Insightly.

Primary Responsibilities

  • Proactively drive revenue growth within a large set of paying customers ranging from small - mid market - F500 globally.
  • Develop into the customer's trusted advisor to help them achieve their business aspirations.
  • Closely monitor customer usage and provide recommendations to drive usage and adoption with team
  • Lead quarterly business reviews to make recommendations and increase client adoption and engagement
  • Monitor activity of current customers for signals that require outreach and intervention
  • Partner closely with cross-functional team members to ensure customers receive a world class experience.
  • Serve as the voice of the customer to champion opportunities to improve our customer experience
  • Participate in alpha and beta technology testing
  • Develop and maintain a substantial pipeline of qualified opportunities and consistently maintain an accurate forecast
  • Become an expert at presenting Insightly’s new features and solutions
  • Update and create sales proposals and reports as required


  • Bachelor's degree
  • 2-10 years of experience in software sales or CRM
  • Track record of upselling to an customer base is preferred
  • A keenly developed competitive nature
  • The technical aptitude to master our products
  • Superior communication skills, incredible writing skills and the ability to capture an audience during a presentation
  • Excellent consultative selling skills
  • Accurate forecasting and pipeline management skills
  • A thorough understanding of the CRM ecosystem is highly desired
  • Experience with selling to the media & entertainment, e-commerce, travel, gaming, retail industries is a plus.

Insightly is a well-funded VC backed startup that provides cloud based Customer Relationship Management (CRM) and Project Management software to the SMB market. Over a million users in 150 countries rely on Insightly’s intuitive cloud-based CRM project management solution to track customer interactions and manage contacts, proposals, opportunities, projects and files every day. Insightly’s service integrates seamlessly with Gmail and Outlook, and it has consistently ranked as the No. 1 CRM application on the Google Apps Marketplace. Insightly recently concluded a Series C financing round and is backed by Emergence Capital Partners, Cloud Apps Management LC, Sozo ventures, and TrueBridge Capital Partners. We are based in San Francisco and conveniently located close to Muni, Bart, and Caltrain. We provide competitive compensation packages, stock options, full medical and other benefits.

Insightly is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.

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