• Share the benefits of Casebook’s products to prospective customers in the United States and Canada: SMB nonprofits in human services/social services, Local and state government agencies and departments, Tribal government organizations. • Develop and execute a territory plan to achieve the revenue necessary to attain quota. Quota is 3x On Track Earnings (OTE). • Generate sales leads from existing and new relationships and follow up on marketing-generated leads. • Maintain a healthy pipeline and provide accurate sales forecasts. • Have the ability to establish strong business relationships with nonprofit and government leaders. • Develop sales opportunities into signed deals. • Monitor the market, maintaining an awareness of competitor activity and passing this information, through proper channels, to the product management and sales teams. • Work cross-functionally with SDR and Solutions Consulting teams to align outreach strategies and deliver data-driven solution recommendations. • Maintaining up-to-date records in our CRM. • Ability to travel approximately up to 30%, sometimes on weekends for conferences, client meetings, or internal meetings.

Role Description We are looking for a Digital Account Executive who is a pure hunter. You won't be bogged down by account maintenance or manual data entry. You will be supported by an SDR team, Sales Engineers, and an AI-driven tech stack that allows you to focus on one thing: Closing. Qualifications - You are a pro at building rapport and closing deals over video. - You embrace AI and CRM tools as assets, not chores. - You are motivated by new business acquisition and thrive on an uncapped commission structure. - You have a track record of selling complex digital solutions (SEO, SEM, Programmatic, Social). Requirements - 100% Remote Freedom: Work from where you are most productive. Candidates must be eligible to work in Canada. - AI-Powered Sales Superpowers: We use leading-edge AI software that summarizes your virtual meetings, automates your follow-ups, and provides real-time coaching. - A "Pod" Support Model: You have SDRs to fuel your pipeline and Sales Engineers to build your technical, data-backed pitches. - Zero-Friction Hand-offs: Our tech automatically captures every commitment you make in a meeting and syncs it with our service delivery teams. Benefits - Compensation: $60,176 - $75,220 Base + Uncapped Variable Compensation. - Work-Life Integration: 100% Work from Home with the tools and hardware provided to succeed. - Future Security: A rare Defined Contribution Pension Plan starting on day one, plus a comprehensive health benefits package. - Operational Excellence: You focus on the sale; our Service Delivery layer handles the fulfillment and execution.

• Focus on growing all channels with a clear focus on the employee benefit brokerage channel • Engage with designated territories and channels • Deliver qualified meetings and work with the Chief Commercial Officer across every aspect of the sales cycle • Devise strategic plans, conceive and execute projects, conduct and deliver market research • Open new broker offices and develop relationships with key employee benefit decision makers • Continuously achieve weekly/monthly KPIs

• Manage the entire Auto Credit Solution sales cycle, including prospecting, running discovery calls and demos, negotiating, and closing new business. • Maintaining a solid pipeline of prospective customers will be critical to future success. • Reach the decision-makers in the automotive dealership space and negotiate deals from initial presentation through a signed contract. • Source and leverage Salesforce and other tools to manage pipeline, sales opportunities, and daily activities effectively.