Client Sales Executive (Acumatica)

About this Position

The Client Sales Executive is responsible for driving revenue growth within an assigned portfolio of existing clients and identifying organizations that use supported software products but are not yet leveraging Net at Work services. The role focuses on Acumatica add-ons, upgrades, upsells, cross-sells, partner solutions, and Net at Work intellectual property. Success requires proactive prospecting, consultative discovery, strong relationship management, disciplined pipeline execution, and the ability to convert client needs into software and services opportunities.

Job Responsibilities

Quota Attainment

• Meet or exceed monthly, quarterly, and annual sales goals.

• Generate revenue growth from existing clients and newly converted service accounts.

• Own a defined expansion quota and maintain accountability for closed software and services revenue.

Pipeline Management

• Create and maintain a healthy pipeline with documented next steps, decision criteria, stakeholders, and timelines.

• Maintain timely and accurate Microsoft Dynamics CRM data to support forecasting and pipeline health.

• Proactively prospect into assigned accounts rather than relying only on inbound leads or renewals.

Client Conversion and Expansion

• Research and identify organizations using supported products that are not yet working with Net at Work.

• Engage, qualify, and convert those organizations into active service clients.

• Expand existing accounts through Acumatica modules, licenses, upgrades, add-ons, partner solutions, Net at Work IP, and professional services. 

• Identify whitespace across the assigned install base and build account-specific growth plans. 

Mutual Success Plans

• Collaborate with clients to develop mutual success plans aligned to strategic and operational objectives.

• Maintain progress against the agreed deal process, milestones, owners, and next steps.

Discovery and Demonstrations

• Conduct discovery calls to uncover business pain, desired outcomes, buying process, stakeholders, and measurable value.

• Deliver standard product demonstrations or coordinate deeper demonstrations with solution engineers and technical specialists.

Client Engagement and Collaboration

• Partner with Client Experience and Account Management to identify expansion opportunities and protect client relationships.

• Work effectively with Solution Engineers, Customer Success Managers, consultants, marketing, and partner teams.

• Ensure smooth internal handoffs and adherence to service-level agreements.

Product and Industry Knowledge

• Maintain working knowledge of Acumatica, relevant add-ons, Net at Work solutions, industry trends, and competitive positioning.

• Develop enough technical curiosity and product proficiency to identify fit, communicate value, and coordinate the right resources.

Forecasting and Reporting

• Provide accurate weekly and monthly forecasts and account updates.

• Keep leadership informed of performance, pipeline risks, account progress, and market feedback.

• Track direct Acumatica expansion separately from partner, ISV, and services revenue when required.

Job Requirements

• 3+ years of quota-carrying experience in inside sales, account management, business development, ERP, SaaS, or technology sales.
• Demonstrated success growing an existing customer base through upsell, cross-sell, renewals, or expansion.
• Track record of quota achievement and self-generated pipeline creation.
• Proficiency with CRM and sales engagement tools.
• Strong interpersonal, written, and verbal communication skills.
• ERP, HCM, SaaS, or business application experience is strongly preferred.
• Direct Acumatica experience is preferred but not required; experience with NetSuite, Sage, Microsoft Dynamics, or a similar ERP ecosystem is relevant.

Customer Requirements

This job may require access to customer information, systems, and/or premises.  As a result, this job may require customer approval for such access as an essential job function.

Core Values

• Client Champion – Relentlessly exceed client expectations. Consistently anticipate needs to deliver valuable solutions and extraordinary outcomes.

• Problem Solver – Smart, analytical, inquisitive, knowledge-seeker that thrives on a challenge.
• Promise Keeper – Place high value on keeping our word and doing the right thing. Demonstrate honesty, integrity, and commitment.
• Collaborative Integrator –Team player, unifier, relationship-oriented, win-win seeker, exemplify the concept of relationships through trust and unity.
• Driven Intrapreneur – Exceed goals using independent creative thinking, optimism, self-confidence, and a can-do attitude.
• Inspiring Coach – Help employees, clients and partners using knowledge, expertise, experience, and situational fluency.

Compensation and Benefits

Base salary range: $ 60,000 to $75,000.

This position is also eligible for commissions in accordance with the terms of the Company's plan.

Please note that the quoted pay range for this job is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) experience, including industry or product-specific experience, education, knowledge, skills, and abilities, as well as internal equity, alignment with market data, and/or other applicable laws.  

We provide competitive, affordable, and diverse benefit programs that support your total health – from healthy body to healthy mind. These benefits support you and your family in all aspects of life: 

• Health and Welfare (Medical, Dental, Vision) 
• Accident, Critical Illness, and Hospital Indemnity  
• Employee Assistance Program (EAP) 
• Life and AD&D Insurance 
• Short- and Long-Term Disability Insurance 
• Flexible Spending Accounts 
• Transportation and Parking Accounts 
• Health Savings Accounts (with company contribution) 
• Retirement Planning (401k with matching contribution) 
• Legal Benefits 
• Identity Theft Protection 
• Pet Insurance