Omatic

• Build, manage, and continuously optimize the HubSpot nurture programs that move inbound leads from first touch through MQL and into sales-ready conversations • Own the MQL conversion layer: monitor lead scoring performance, flag scoring anomalies to RevOps, and identify where leads are stalling in the funnel and why • Manage the paid media agency relationship day to day, including campaign briefs, creative approvals, performance check-ins, and budget pacing • Work directly with the SDR team to develop and sequence outbound cadence messaging • Coordinate account-based plays with AEs • Build and maintain the campaign calendar that SDRs and AEs can actually see and plan against • Own the HubSpot campaign infrastructure: lists, workflows, campaign records, email templates, and reporting dashboards — kept clean, documented, and understandable to anyone on the team • Produce a weekly campaign performance report covering inbound volume, MQL conversion, nurture engagement, and paid media efficiency

• Own the monthly marketing cadence with Omatic's strategic partners • Develop joint co-marketing plans with each strategic partner • Pursue new co-marketing opportunities • Actively manage partner tiering • Lead end-to-end execution of partner co-marketing programs • Own the Omatic partner newsletter and broader partner communication strategy • Audit and maintain data hygiene across partner records

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description 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 Qualifications - 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

• Own and scale Omatic’s revenue operations function by translating company strategy into repeatable systems, processes, and insights • Develop and maintain sales analytics reports/dashboards for data-driven decision-making • Manage sales quota forecasting and partner with sales for territory planning • Define and evolve operational performance metrics and resources • Oversee bookings, retention, and churn modeling to support revenue planning • Set standards for AE performance reporting and analysis • Turn business questions into Salesforce and Gong requirements • Design and optimize lead lifecycle management from MQL to closed-won • Standardize UTM taxonomy, campaign naming, and attribution across platforms