Casebook PBC
human services
SoftwareAccountExecutive-Level2
Neural analysis suggests this role is
optimal for mid candidates.
“Software Account Executive - Level 2 at Casebook PBC. Skills: sales, account executive, revenue growth, client relationships. Share the benefits of Casebook’s products to prospective customers in the United States and Canada. Develop and execute a territory plan to achieve the revenue necessary to attain quota”
What You'll Achieve.
achieve the revenue necessary to attain quota; deliver impactful results; ensure exceptional client satisfaction
Industry & Context.
Ability to travel approximately up to 30%, sometimes on weekends for conferences, client meetings, or internal meetings, Must have access to an internet connection of at least 25 Mbps during standard business hours, Access to a home office or dedicated workspace is required
What They're Looking For.
Must Have
2+ years of nonprofit or government sales experience, preferably within human services or social services organizations, Experience working in or volunteering with social service organizations, Proven track record of success in sales, with proof of recent quota attainment or president's club participation, BAS or equivalent education and/or work experience, Experience with CRMs, preferably Hubspot and Gong, Sales Methodology training, Strong presentation skills and proficiency in using technology to communicate effectively with high-level employees in Casebook's target market, Must have access to an internet connection of at least 25 Mbps during standard business hours, Access to a home office or dedicated workspace is required
What You'll Do.
Share the benefits of Casebook’s products to prospective customers in the United States and Canada
Develop and execute a territory plan to achieve the revenue necessary to attain quota
Generate sales leads from existing and new relationships and follow up on marketing-generated leads
Maintain a healthy pipeline and provide accurate sales forecasts
Develop sales opportunities into signed deals
maintaining an awareness of competitor activity
Maintaining up-to-date records in our CRM
How You'll Work.
Team & Collaboration
Collaborate with a diverse, high-performing team that includes client stakeholders, sales engineers, customer success managers, and product specialists; Work cross-functionally with SDR and Solutions Consulting teams to align outreach strategies and deliver data-driven solution recommendations
Communication Scope
Strong presentation skills; proficiency in using technology to communicate effectively with high-level employees
Full Job Description
At Casebook PBC, our software makes people’s lives better. We are committed to empowering community well-being through adaptive, research-based, and practice-driven technology. Designed to “help the helpers,” our innovative and award-winning SaaS solutions enhance outcomes in human services. We continually expand and evolve the Casebook Platform, aiming to support more agencies and inspire industry-wide innovation. At Casebook PBC, we are dedicated to fostering a multicultural, unprejudiced, and welcoming workplace where everyone feels included and valued. We believe that different perspectives, backgrounds, and experiences strengthen our ability to innovate and serve our clients effectively. Every employee is respected and empowered to contribute at their highest potential. Our commitment goes beyond providing opportunities—we actively create an environment where everyone has the support, resources, and recognition they need to thrive. Location: Must be located South Central Region (TX, NM, CO, NE, KS, OK, MO, AR, and LA) About the Team At Casebook, our Revenue team is the engine behind growth and client success. This team of driven and customer-focused professionals partners with organizations to understand their needs and deliver tailored solutions that empower their missions. Through strategic sales, consultative partnerships, and data-driven insights, they drive new business, retention, and expansion. Their work ensures Casebook continues to grow sustainably while creating meaningful impact for human services organizations. Your Impact A team member at Casebook PBC plays a key role in advancing our mission to improve outcomes for at-risk children and families through transformative software solutions. They are dedicated to Casebook's vision: The Casebook Platform is built specifically to serve the needs of those that serve others and is: Human Centric, Always Current, Future Proof, and our mission: Develop transformative software to promote best practices and d
Applying for this Software Account Executive - Level 2 role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on SmartRecruiters
- SmartRecruiters often includes a video screening step — check camera and mic permissions.
- Link your GitHub or portfolio directly in the profile section for technical roles.
- Applications may be reviewed by AI scoring before reaching a recruiter — use keywords from the job description.
ANONYMOUS · UNFILTERED
What do employees actually say about Casebook PBC?
Real rants from real employees. Read before you apply.