Senior Account Executive responsible for acquiring new clients, managing strategic accounts, growing recurring revenue, and identifying upsell opportunities. The role combines prospecting, relationship management, QBR leadership, account planning, forecasting, contract negotiations, and collaboration with vCIO and internal teams. Success is measured by quota attainment, new logo acquisition, revenue growth, client retention, roadmap execution, and forecast accuracy. The position requires 20% travel throughout the local territory.
As a Senior Account Executive, you will hunt new logos as well as own and grow a focused set of high-value, strategic client relationships. In addition to new account acquisition, you will proactively manage accounts, drive long-term technology alignment, and identify new revenue opportunities through business conversations, strategic reviews, and close partnership with our vCIO team. This is a hybrid hunter/farmer relationship-first, growth-oriented role with a strong emphasis on planning, value delivery, and expansion.
NOTE: 20% travel expectation. You will visit with clients onsite as needed throughout your local territory.
ROLE QUALIFICATIONS
4–6 years in Sales, Account Management, Client Success, or similar client-facing role (MSP or IT services preferred).
- Proven track record of success in achieving sales quotas, growing revenue within existing accounts and building long-term business relationships.
- High business and technical acumen with the ability to translate technical service into business value.
- Excellent communication, presentation, and strategic planning skills.
- Strong familiarity with MSP tools (e.g., ConnectWise, HubSpot/Salesforce, IT Glue).
- High energy, self-starter with internal motivation and strong drive to succeed.
- Active rolodex of contacts a plus.
ROLE RESPONSIBILITIES
- Develop and implement comprehensive new client development strategies to achieve sales goals and drive sustainable growth with a focus on building recurring revenue.
- Proven track record of success in prospecting for new clients via cold calling, LinkedIn, canvassing, networking, etc.to develop pipeline from initial contact to close.
- Serve as the primary relationship owner for a small portfolio of high-value accounts.
- Conduct regular NFN/NFE meetings to anticipate needs, review metrics, and align goals.
- Lead or co-lead QBRs with vCIO, with focus on roadmap alignment, client goals, and risk management.
- Proactively identify upsell opportunities (projects, MRR, services, or products) based on client maturity and business drivers.
- Serve as the client’s advocate across internal departments, ensuring consistent service quality.
- Monitor client health, satisfaction, and renewal timing, initiating strategic conversations well in advance.
- Maintain detailed account plans and forecast pipeline accurately.
- Participate in strategic initiatives such as contract negotiations, client retention programs, or executive briefings.
Success Metrics
- Quota attainment (MRR, professional services, upsells)
- New logo acquisition (bookings and revenue)
- MRR and project revenue growth
- Client retention & satisfaction (NPS/CSAT)
- Strategic roadmap execution
- Forecast accuracy and account plan quality
Benefits
- Competitive OTE (salary + commission)
- Quarterly Bonuses
- Progressive, flexible PTO
- Medical/Dental/Vision/Life/Disability coverages available
- 401k with company match
- Career Development and Coaching
- Fun work environment!
Similar Jobs
Artificial Intelligence • Cloud • Software • Infrastructure as a Service (IaaS)
Leads sales strategy and a team of Account Executives and frontline managers serving startups, SaaS, FinTech, AI, Web3, and other digital-native customers. Owns pipeline, revenue attainment, forecasting, territories, quotas, operational KPIs, strategic deals, customer relationships, recruiting, coaching, and sales enablement. Partners cross-functionally with Marketing, Product, Revenue Operations, Engineering, Finance, Legal, and Customer Success to drive customer acquisition, expansion, and predictable growth.
Top Skills:
Ai/Ml FrameworksApp PlatformCloud InfrastructureContainersCRMGpu WorkloadsIaasKubernetesPaas
Artificial Intelligence • Cloud • Software • Infrastructure as a Service (IaaS)
Lead and grow a sales organization focused on acquiring and expanding SaaS, FinTech, AI, Web3, and other digital-native customers. Own pipeline, revenue attainment, forecasting, territories, quotas, and operational KPIs. Recruit, coach, and develop Account Executives and frontline managers while supporting strategic deals. Partner cross-functionally with Marketing, Product, Engineering, Revenue Operations, Enablement, Legal, Finance, and Customer Success to execute go-to-market strategy and improve sales performance.
Top Skills:
Ai/Ml FrameworksApp PlatformContainersCRMGpu WorkloadsIaasKubernetesPaas
Artificial Intelligence • Fintech • Payments • Business Intelligence • Financial Services • Generative AI
Leads Financial Crime Compliance Level 3 operations, managing analysts and reviewing complex KYC, enhanced due diligence, name-screening, and transaction-monitoring cases. Assesses customer risk, ownership structures, transactions, counterparties, and supporting evidence; documents investigative conclusions; identifies financial-crime trends and control improvements; escalates sanctions and suspicious-activity concerns; and partners with global Operations and Compliance teams on policy governance and regulatory requirements.
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
