Account Executive at Kareo (San Diego, CA)

| San Diego, CA
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The Position

Account Executive


What We Need

An Account Executive for our Direct Practice sales team. You will shepherd new prospects through all stages of the sales process, digging deep to uncover needs, educating prospects on the Kareo product offerings, and helping them grow their business and provide a better patient experience through the addition of our software solutions.

Your Area of Focus

  • Engage with leads through phone calls, e-mails, SMS, and Go-to-meeting video conferences from start to finish (discovery to close)
  • Conduct needs-specific product demonstrations with prospects to communicate the ROI of Kareo’s offering
  • Hit and exceed quota every month by mastering our value proposition and sales process
  • Manage sales pipeline with precision and careful attention to detail while adapting strategy to achieve success 
  • Work cross functionally throughout the organization to ensure a best-in-class experience throughout the customer life cycle (from the first phone call through sending and signing contracts)
  • Work closely with marketing and participate in company sponsored events and trade shows, both virtually and in person


Your Professional Qualifications

  •  2+ years of full cycle selling experience at a software company is ideal, however, comparable SDR experience with a track record of success will be considered
  • An empathetic and relationship-based sales approach based on rapport building, active listening, and an impulse to help
  • Passionate about learning and becoming a subject matter expert in a complex and changing industry while being able to discuss it and our software in simple terms with customers
  • A go-getter mentality with a desire to continue learning and growing on the fly
  • Personal drive and focus to beat and raise goals while supporting our customers in the healthcare industry
  • Command of Office365 and Salesforce (or comparable CRM) with a general tech savviness to help learn and master our current and future sales tools 
  • Strong organizational skills and the ability to manage large task lists without losing sight of any important items
  • Ability to provide high quality customer service
  • A background in Healthcare IT or selling SaaS products is a major plus



Our Values

  •  Passionate - Be Passionately Driven: We take pride in our work, inspire others to excel, and are dedicated to solving tough problems in healthcare. We hold ourselves to the highest standards. And we work with urgency because what we do matters.
  •  Customer-Focused - Dedicated to Customer Success: Helping our customers succeed directs every action we take. We’re committed to helping their practices run smoother so their patients can thrive. We are solution-oriented and aligned with their needs.
  •  Collaborative - Together We’re Better: Great teams are collaborative, selfless, hardworking, and dedicated. We are willing to do what it takes to get the job done so we can accomplish more together.
  • Growing - Constant Growth: We strive to have a growth mindset in all we do. We reject the status quo. We take a unique approach and make every effort to bring clarity to a needlessly complex industry. We are creative problem solvers that believe in making things better.


Kareo is an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. 


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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • JavaLanguages
    • JavascriptLanguages
    • SqlLanguages
    • ReactLibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • Microsoft SQL ServerDatabases
    • OracleDatabases

An Insider's view of Kareo

How do you collaborate with other teams in the company?

Not a week goes by where I don’t talk to, meet with, or get input from my cross-functional partners. As a Product Manager, I rely heavily on these customer-facing teams to be the voice of our end users. They influence my priorities and help us build solutions. No product release at Kareo can be done in isolation. "It takes a village".


Product Manager

How does the company support your career growth?

Over 7 years, I’ve witnessed how career growth has been a high priority here. We are incentivized to grow based on contributions and hard work, just as much as we are based on our experience. It’s not only about the next “step up”, it’s about giving us access to the tools needed to achieve goals and feel like we are constantly evolving.


Director, Service Delivery

How has your career grown since starting at the company?

Commit to excellence and Kareo can be a launchpad for career growth! Over my years at Kareo I’ve seen my career advance from front-line agent to Senior leadership and it’s primarily due to success being rewarded with new opportunities and paths that align with my professional goals. It’s a culture that promotes collaboration, growth, and success!


Director, Account Management

What are Kareo Perks + Benefits

Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Team workouts
Mental Health Benefits
Retirement & Stock Options Benefits
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Flexible Work Schedule
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Game Room
Some Meals Provided
Recreational Clubs
Professional Development Benefits
Diversity Program
Lunch and learns
Promote from within
Online course subscriptions available

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