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Own strategic enterprise customer accounts, driving retention, expansion, adoption, and long-term value. Lead escalations, renewal forecasting, account planning, NPS and health reporting, cross-functional initiatives, and upselling strategies. Build executive relationships, influence internal priorities, mentor junior CSMs, develop team playbooks, and support complex implementations. Serve as a subject-matter expert on Omatic solutions and nonprofit fundraising technology.

Own Salesforce data quality, governance, territory modeling, sales process adoption, and reporting. Administer prospecting and sales engagement tools, build reusable outbound infrastructure, and support enablement and onboarding with accurate systems, templates, and performance data. Develop dashboards covering pipeline, coverage, velocity, and territory performance, while partnering with sales leadership, marketing, enablement, finance, and Salesforce architecture to improve productivity and forecast reliability.

Lead Omatic’s Partnerships and Strategic Alliances function, owning partner strategy, bookings targets, tiering, reporting, and team development. Manage strategic partner relationships, negotiate complex agreements, resolve executive-level escalations, and identify new partnership opportunities. Collaborate with Sales, Marketing, Product, and Customer Experience leadership to embed partnerships into the company’s go-to-market strategy. Present performance insights to executive leadership and the Board while scaling the partner program.

As a Sales Development Representative, you will prospect leads, collaborate with teams, and qualify potential customers to drive sales at Omatic Software.

As an Account Executive, you will build client relationships, drive sales, meet targets, conduct prospecting, and deliver presentations and proposals.

Lead customer onboarding, configuration, and training for Omatic products. Assess customer data needs, design solutions, configure and test systems, produce documentation, track project progress, and support sales. Deliver engagements on time and provide internal and external product training and technical guidance.

Manage day-to-day partner relationships, drive partner engagement and revenue, develop joint go-to-market plans, onboard and cultivate new partners, run enablement and QBRs, collaborate cross-functionally, track partner performance and pipeline in Salesforce.