Cleo
SaaS
AccountExecutive,NetNew
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Account Executive, Net New at Cleo. Skills: Sales, Client relationship management, AI and automation in supply chain and B2B integration. Educate and advise clients to build strong, trustworthy relationships with Cleo customers. Execute a successful sales process from lead to appointment to close”
What You'll Achieve.
Drive sales growth; Close deals faster; Achieve results; Hit quota smarter, not just harder
Industry & Context.
Solve problems
Willing to travel 30–40% on average, Display a interest in outside sales
What They're Looking For.
Must Have
Bachelor's degree, Prior experience in an SDR, BDR, or inside sales role, EDI experience in the B2B SaaS industry
Nice to Have
Familiarity with AI-assisted sales tools (e.g., Gong, Clari, Salesforce Einstein, or similar) to manage pipeline health and forecast accuracy, Comfort using AI tools for research, prospecting, and communication to maximize efficiency and output, Curiosity about how AI and automation are reshaping supply chain, EDI, and B2B integration — and the ability to speak to those trends confidently with prospects
What You'll Do.
Educate and advise clients to build strong
trustworthy relationships with Cleo customers
Execute a successful sales process from lead to appointment to close
Obtain feedback from clients and adjust messaging to improve downstream execution
Meet clients to discuss their needs and complete the execution of the sale
Work with SDRs and Account Managers to devise a program that meets client needs and budget
Negotiate with clients
and make sure deadlines are met
Check and report on client Cleo program progress
Use AI-driven analytics and intent data to identify high-propensity accounts and prioritize outreach efforts
Leverage Cleo’s AI-powered platform insights to tailor solution narratives that resonate with each prospect’s specific supply chain and integration challenges
Collaborate with internal teams to surface AI-generated signals that help anticipate client needs and accelerate deal progression
How You'll Work.
Team & Collaboration
Work with SDRs and Account Managers to devise a program that meets client needs and budget; Collaborate with internal teams to surface AI-generated signals that help anticipate client needs and accelerate deal progression; Operate well in a fast-paced, team-oriented environment
Communication Scope
Communicate confidently in person, over the phone, and online; Speak fluently about how AI and automation are reshaping supply chain and B2B integration
Full Job Description
The Account Executive is a part of Cleo’s first-class Sales Team and becomes a product knowledge expert while focusing on selling directly to new and current clients, building pipelines, and identifying key client needs to drive sales growth. You’ll leverage AI-powered sales tools and ecosystem insights to prioritize your pipeline, personalize outreach, and close deals faster. We are looking for candidates eager to drive their business, set ambitious goals, and speak fluently about how AI and automation are reshaping supply chain and B2B integration. Cleo is a growing Ecosystem — we want the best and brightest on our team. What You Will Be Doing Educate and advise clients to build strong, trustworthy relationships with Cleo customers Execute a successful sales process from lead to appointment to close Obtain feedback from clients and adjust messaging to improve downstream execution Meet clients to discuss their needs and complete the execution of the sale Work with SDRs and Account Managers to devise a program that meets client needs and budget Negotiate with clients, solve problems, and make sure deadlines are met Check and report on client Cleo program progress Use AI-driven analytics and intent data to identify high-propensity accounts and prioritize outreach efforts Leverage Cleo’s AI-powered platform insights to tailor solution narratives that resonate with each prospect’s specific supply chain and integration challenges Collaborate with internal teams to surface AI-generated signals that help anticipate client needs and accelerate deal progression Your Qualifications Bachelor’s degree required Prior experience in an SDR, BDR, or inside sales role Must have EDI experience in the B2B SaaS industry Must be willing to travel 30–40% on average Display a strong interest in outside sales Communicate confidently in person, over the phone, and online Focus on the positive and strive for continual improvement Be ambitious and motivated to achieve results Collaborate and
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