• Assess clients’ financial needs, educate them on available loan products and facilitate the loan application • Engage with clients to ensure they understand the value of our product • Collaborate with verification teams to ensure a seamless customer experience • Meet or exceed monthly sales targets set by management • Effectively organize and manage workload without constant supervision; maintain focus and productivity independently • Effective pipeline management which requires monitoring and tracking leads through each stage of the process • Manage both inbound and outbound calls

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Sales Job Details About Salesforce Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all. Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce. Who we are: We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good– you’ve come to the right place. About the position: The Salesforce Digital AE is a subject matter expert and trusted advisor who works with nonprofit prospects and customers to evangelize marketing platform solutions that deliver relevant, personalized journeys across channels and devices. We are seeking an experienced quota-carrying sales executive who can work both as part of a broader Account Team and as an Individual Contributor driving self-generated sales opportunities focused on the full Salesforce Marketing technology stack. If you have a passion for being at the cutting edge of how Nonprofits engage with their constituents, we want to speak with you! Responsibilities: - Be the subject matter expert when it comes to how Nonprofit leverage Salesforce Marketing solutions within their enterprise - Empower and enable the broader Account team you’ll work with on all Salesforce Marketing technology - Collaborate with Account and Territory team to identify target accounts - Create and drive revenue within a specified region and/or list of named accounts - Generate business opportunities through networking, cold-calling, and prospecting in to current Salesforce customers - Own the sales cycle for the entire Salesforce Marketing technology stack - including lead generation, deal strategy, pricing and packaging, and assistance with deal closure - Meet and exceed all quarterly and annual sales quotas - Drive brand awareness, campaigns, and lead generation via networking, associations, etc. - Maintain accurate account and opportunity forecasting - Ensure 100% customer satisfaction and retention - Be a team player Requirements: - A proven team player working in a Co-Prime/Overlay Sales Role - 5+ years of outside enterprise software sales experience - Digital Marketing sales experience, and experience with relevant Marketing technology a must - Strong preference for prior experience with the full Salesforce Marketing Technology Stack - Salesforce Marketing Cloud, Pardot, Social Studio, Commerce Cloud and Salesforce.com - Proven track record of sales excellence working as an Individual Contributor and working in a team environment - Be able to work independently and as part of a team in a fast paced, rapidly changing environment in high growth mode - Superior professional presence and business acumen - Experience selling at the "C" level – Chief Marketing Officer, Chief Digital Officer, Chief Development Officer, Chief Advancement Officer is a plus - Ability to give high-level/overview product demonstrations and be considered the product expert in the sales cycle. - Work collaboratively with solution engineering team to create compelling demonstration scenarios - Ability to be extremely effective via online meetings, hangouts, and conference calls - Passion for working with Nonprofit organizations - Ability to travel as needed Working at Salesforce Working at Salesforce isn’t all about selling. It’s also about learning, and we heavily invest in you with a month-long immersion and onboarding, including: a week-long product bootcamp, mentorship program, weekly coaching and development programs. Benefits We are pioneers of the Pledge 1% model, providing product, grants and community service to those in need. We are proud to be#1 in PEOPLE’s Top 50 Companies that Care, and are on Fortune’s Change the World list. We provide every employee with 7 paid volunteer days off a year, and donation matching for all approved charitable donations. We provide other world-leading benefits to all our employees, including; - Health, life insurance, retirement saving plan - Monthly wellness allowance - Flexible time off & leave policies - Parental benefits - Perks and discounts Accommodations If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form. Unleash Your Potential When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world. Accommodations If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form. Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options. Posting Statement Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education. In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com. At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $123,200 - $214,400 annually. Your recruiter can share more about the specific salary range for the job location during the hiring process. There is a different range applicable to specific work locations. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range for this role in those locations is $135,300 - $235,850 per year. Your recruiter can share more about the specific salary range for the job location during the hiring process. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.

Job Description The SMB Account Executive will manage a full portfolio of accounts and leverage our platform tools to drive sales, retention, and growth. This role focuses on a segmented portion of the business within the SMB market, managing the entire sales cycle from prospecting to closing, and ensuring customers maximize value from our solutions. DUTIES AND RESPONSIBILITIES · Own and manage a portfolio of SMB accounts. · Drive revenue growth by identifying, qualifying, and closing new business opportunities. · Serve as the primary point of contact for assigned accounts, building strong relationships with key stakeholders. · Collaborate with Customer Success, Marketing, Solution Engineering and Product teams to ensure customer satisfaction and retention. · Maintain accurate records in the CRM and provide regular reporting on pipeline, forecast, and performance. · Develop and execute strategic account plans to grow existing accounts. · Stay up-to-date on industry trends, competitor offerings, and product updates. · Other duties as assigned by manager Qualifications: · 3–5 years of experience in B2B sales, preferably SaaS, with a proven track record of meeting or exceeding quota. · Experience managing SMB accounts and navigating the full sales cycle. · Strong understanding of SaaS platforms and tools, with the ability to translate technical capabilities into business value. · Excellent communication, presentation, and negotiation skills. · Highly self-motivated and results-driven with a strong sense of ownership. · Comfortable working in a fast-paced, dynamic environment. Preferred Skills: · Experience with CRM systems is a plus (e.g. Salesforce, Gong, ZoomInfo, PandaDoc) · Ability to analyze account performance metrics and identify growth opportunities. · Familiarity with upselling and cross-selling SaaS products. #LI-MH1 #momentivesoftware About Us Momentive Software amplifies the impact of over 20,000 purpose-driven organizations in over 30 countries, with over $11 billion raised and 55 million members served to date. Mission-driven nonprofits and associations rely on Momentive’s cloud-based software and services to address their most pressing challenges – from engaging their communities to simplifying operations and growing revenue. Designed to help organizations connect more, manage more, and ultimately expect more, Momentive's solutions are built with reliability at the core and strategically focus on fundraising, learning, events, careers, volunteering, accounting, and association management. Momentive partners with organizations that believe "good enough" is never enough – so they can bring on better outcomes for everyone they serve. Learn more at momentivesoftware.com. Why Work Here? At Momentive Software, we’re a team of passionate problem-solvers, innovators, and volunteers who believe in using technology to make a real difference. We dream big, support each other, and take pride in creating solutions that help our customers drive meaningful change. If you’re looking for a place where your work matters and your ideas are valued, you’ll find it here. Medical, Dental & Vision Benefits 401(k) Savings Plan with Company Match Flexible Planned Paid Time Off Generous Sick Leave Inclusive & Welcoming Environment Purpose-Driven Culture Work-Life Balance Commitment to Community Involvement Employer-Paid Parental Leave Employer-Paid Short-Term Disability Remote Work Flexibility Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. All persons hired will be required to verify identity, minimum age of 18, eligibility to work in the United States (without sponsorship), and to complete the required employment eligibility verification form upon hire.

OPENTEXT - THE INFORMATION COMPANY OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and contribute to projects that shape the future of digital transformation. AI-First. Future-Driven. Human-Centered. At OpenText, AI is at the heart of everything we do—powering innovation, transforming work, and empowering digital knowledge workers. We are hiring talent AI can't replace to help us shape the future of information management. Join us. YOUR IMPACT Join us as a strategic SLED Account Executive in the Northeast on the OpenText Cybersecurity Public Sector Team. In this role, you will be responsible for driving revenue growth and expanding our presence within State, Local Government, and Education (SLED) accounts. You will develop strong relationships with key stakeholders, understand the unique challenges in the SLED space, and offer tailored solutions that align with their missions and business goals. You will be representing our key pillars within: Application Security, Data Security and Data Privacy, Security Operations and Identity & Access Management. WHAT THE ROLE OFFERS - Developing and managing a strategic territory plan focused on the SLED market segment. - Identifying, qualifying, and closing new sales opportunities within assigned state, local, and education accounts. - Building and nurturing long-term relationships with decision-makers, influencers, and procurement officials. - Understanding the public procurement process, funding cycles, and compliance requirements. - Collaborating with internal cross-functional teams (e.g., Solutions Engineering, Legal, Marketing, Product Management) to deliver customer-focused solutions. - Accurately forecasting sales activity and revenue in CRM systems (e.g., Salesforce). - Representing the company at industry events, conferences, and trade shows. - Staying informed of industry trends, competitive landscape, and regulatory changes affecting the SLED market. WHAT YOU NEED TO SUCCEED - Bachelor's degree preferred or equivalent professional experience. - 5+ years of successful software sales experience in a similar space/accounts with a proven track record. - Familiarity with government contracting, RFP/RFQ responses, and cooperative purchasing agreements. - Excellent communication, negotiation, and presentation skills. - Ability to work independently and manage multiple priorities in a fast-paced environment. - Proficiency with CRM tools (e.g., Salesforce) and Microsoft Office Suite. - Experience selling Application Security, Data Security, SecOps and/or Identity Management to SLED clients is preferred. ONE LAST THING OpenText is more than just a corporation, it's a global community where trust is foundational, the bar is raised, and outcomes are owned. As an Open Text Account Executive, you drive digital transformation for global clients, solving complex business challenges and accelerating their journey to the cloud. Your consultative expertise and success in complex sales cycles contribute directly to business growth, earning you a competitive compensation package that recognizes your substantial impact in shaping the digital enterprise landscape. Join us in shaping the future of Cybersecurity and making a significant impact in the industry. #LI-CM1 OpenText's commitment to diversity and inclusion surpasses legal requirements, evident in our Equal Employment Opportunity Statement of Policy which promotes a respectful and empowering environment for employees of all backgrounds, culture, national origin, race, color, gender, gender identification, sexual orientation, family status, age, veteran status, disability, religion, or other basis protected by applicable laws. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please submit a ticket at Ask HR. Our proactive approach fosters collaboration, innovation, and personal growth, enriching OpenText's vibrant workplace. Compensation: At OpenText, we offer a thoughtfully designed benefits package that supports your physical, emotional, and financial wellbeing. As you move through the hiring process, we’re happy to provide more details about our compensation programs, including variable and commission compensation opportunities for eligible roles, vacation entitlement, and paid time off. Salary Range: $117,530- $193,085; Depending on the candidate’s education, experience, skills, geographical location, and alignment with internal equity and external market, actual salary will include commission, may vary and be higher or lower than the range posted. California Residents: The pay range above is a reasonable estimate of salary based on pay scale, candidate experience, skills, and education. In addition to the comprehensive benefits noted above, the role may be eligible for bonus or commissions. AI Usage Disclosure: As part of our commitment to transparency, we use artificial intelligence (AI) tools to assist in various stages of our recruitment process, including resume screening, candidate matching, interview scheduling, and communications. These tools are designed to improve efficiency, reduce bias, and enhance candidate experience. All decisions regarding hiring are made by qualified human professionals, and we continuously monitor our AI systems to ensure fairness and compliance with applicable regulations.