The Role:
The Account Executive will report to the Director of Sales and will serve and grow a portfolio of cause-minded clients by championing Omatic’s suite of products and services. You will be responsible for building and cultivating a healthy pipeline of opportunities, forecasting results and meeting/exceeding sales targets
- Meet and/or exceed Omatic’s monthly, quarterly and annual sales targets
- Maintain monthly sales forecast and accurately communicate progress to management
- Build and maintain healthy pipeline coverage for sales quota targets
- Conduct outbound prospecting campaigns for lead generation
- Develop new client relationships within a defined market
- Consult with customers on needs analysis and business objectives
- Develop innovative proposals and deliver strategic sales presentations
- Negotiate proposals and contracts through procurement cycles in a timely and professional manner
- Utilize Salesforce CRM and other tech stack tools to track leads, opportunities, and sales activities
- Deliver actionable, insightful recommendations to customers for Omatic’s products or services
- Identify potential enhancements in products and services that positively impact our customers
- Assist in resolving sales and/or delivery issues
- Experience with Nonprofit technology (Virtuous, Salesforce, Blackbaud, Wealth Engine) product suite preferred, particularly in a sales capacity
- 1-2 years’ Sales Executive experience successfully managing a sales territory
- 1-2 years’ SDR/BDR experience successfully achieving targets
- Familiarity with the non-profit sector, including fundraising and development, financial management, multi-channel marketing and non-profit management
- Excellent written and verbal communication skills, with the ability to articulate technical concepts, client needs assessments and business cases both internally and externally
- Strong attention to detail with the ability to organize, manage and execute an annual sales plan
- Superior time management skills with the ability to prioritize and execute multiple projects at the same time
- Proficiency with the Microsoft Office Suite including Word, Excel and PowerPoint required
- Bachelor’s Degree required
Top Skills
What We Do
Omatic Software, named to Inc. Magazine’s Inc. 500 | 5000-America’s Fastest Growing Private Companies list for five years, provides integration solutions for subscriptions to unlock a nonprofit’s mission impact. Founded in 2002, Omatic works to transform the non-profit sector by democratizing data access and insight, setting data free for all social good organizations through the integration on nonprofit best-of-breed technology. We are uniquely placed to empower social good organizations with options and choices in their technology, transforming team time from data clean-up to data driven decisions and mission focus.









