The Role
Drive new business and revenue growth by prospecting, developing sales opportunities, managing pipelines, and guiding clients through the full ERP solution sales cycle. The role promotes Acumatica ERP, related applications, add-ons, and consulting services to small and midsized businesses. Responsibilities include lead generation, client relationship management, presentations, CRM maintenance, forecasting support, marketing event participation, and ongoing consultative sales development.
Summary Generated by Built In
Crestwood Associates was founded in 1998 and has been a leading provider in accounting and business management solutions for 25+ years. We’re a trusted advisor transforming businesses through software and processes such as Enterprise Resource Planning (ERP), eCommerce, and Cloud-based solutions for mid-sized businesses.
Values we live by: Work Smart. Have Fun. Deliver Results.
Overall Summary: Crestwood Account Executives are seasoned sales professionals in the ERP solution space. You have the ability to prospect and generate qualified leads that turn into sales opportunities. This role is pivotal in driving the company's growth through strategic sales initiatives and customer relationship management.
We are seeking self-motivated, persuasive, and forward-thinking individuals with exceptional communication and collaboration skills. You proactively engage with business owners, C-Level executives, controllers, material managers, sales managers, production managers, etc for small to medium-sized businesses promoting the value Crestwood Associates offers in business applications solutions. These solutions include Acumatica ERP, 3rd party add-on solutions, and our consulting services related to those systems.
We are seeking self-motivated, persuasive, and forward-thinking individuals with exceptional communication and collaboration skills. You proactively engage with business owners, C-Level executives, controllers, material managers, sales managers, production managers, etc for small to medium-sized businesses promoting the value Crestwood Associates offers in business applications solutions. These solutions include Acumatica ERP, 3rd party add-on solutions, and our consulting services related to those systems.
This role offers a base salary of $95,000.00–$115,000.00 per year, plus commission. At target, total compensation is expected to be split approximately 50/50 between base salary and commission.
Key Responsibilities
Lead Generation:
- Prospect for new clients
- Attend and/or host meetings and events with prospective clients
- Participate in the formation of marketing campaigns and their subsequent execution
- Deliver lead goals based on company objectives
Revenue Generation
- Develop new sales opportunities
- Optimize sales potential with existing client base
- Deliver revenue goals based on company objectives
Sales Pipeline Management
- Build a pipeline of accounts
- Establish good rapport with clients
- Manage accounts for long-term success
- Conduct all aspects of the full sales cycle process, from the initial contact through signed agreement
- Maintain an active and up to date pipeline in Crestwood CRM system, essential to Crestwood's forecasting, marketing, and reporting.
Sales Mastery and Innovation
- Develop high-quality and compelling presentations for prospective client meetings and marketing events
- Learn the nature of products offered at Crestwood and how they apply to our clients and prospective clients needs
- Continuously invest time to improve professional consultative sales skills via publications, seminars, training sessions, etc., (Provided by Crestwood and/or your recommendations)
- Complete any software publisher-required certifications for selling their software
Skills, Knowledge & Expertise
- Bachelor's or associate degree in business, technology, or other related disciplines
- 4 years of experience or more in the business application software industry
- Deep understanding of business applications: Acumatica ERP, CRM, and Microsoft technology stack
- Experience working for a company using software products similar to those represented by Crestwood
About
Shield Technology Partners is a national IT Services platform formed through the collaboration between Thrive Holdings and ZBS Partners. By combining Thrive Holdings’ technological expertise with ZBS Partners’ proven approach to supporting founder-led businesses, Shield Technology Partners is dedicated to accelerating growth, innovation and long-term value creation for IT services companies across the country.
Skills Required
- Bachelor's or associate degree in business, technology, or a related discipline
- Four or more years of experience in the business application software industry
- Deep understanding of Acumatica ERP, CRM, and the Microsoft technology stack
- Experience working for a company using software products similar to those represented by Crestwood Associates
- Completion of software publisher-required certifications for selling software
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The Company
What We Do
Shield Technology Partners is building a world-class network of high-performing IT service businesses across the country. We are dedicated to empowering local leaders by combining their unique cultures and brands with the strength of advanced technology and national-scale resources. Our mission is simple: amplify what you’ve already built, while preserving the autonomy and relationships that make your business thrive. Through a transparent, collaborative growth model, Shield Technology Partners offers a path for MSPs to scale without losing their identity. By integrating cutting-edge technology and shared expertise, we create unmatched opportunities for your team while delivering the best of local service and innovation to clients. Together, we’re paving the way for a bold future in IT services.
