Role Description As a Software Account Executive II, you’ll play a pivotal role in driving revenue growth and strengthening client relationships through tailored software solutions. You’ll collaborate with a diverse, high-performing team that includes client stakeholders, sales engineers, customer success managers, and product specialists to deliver impactful results and ensure exceptional client satisfaction. Responsibilities - 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. - 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 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. - Maintain up-to-date records in our CRM. - Ability to travel approximately up to 30%, sometimes on weekends for conferences, client meetings, or internal meetings. Qualifications - 2+ years of nonprofit or government sales experience, preferably within human services or social services organizations. - Experience working in or volunteering with social service organizations. - Proven track record of success in sales, with proof of recent quota attainment or president's club participation. - BA/BS or equivalent education and/or work experience. - Experience with CRMs, preferably Hubspot and Gong. - Sales Methodology training. - Strong presentation skills and proficiency in using technology to communicate effectively with high-level employees in Casebook's target market. - Must have access to an internet connection of at least 25 Mbps during standard business hours. - Access to a home office or dedicated workspace is required. Benefits - Great Place to Work Certified: We’re proud of our collaborative and supportive culture. - Competitive salary and benefits package. - Professional growth opportunities. - The chance to make a real difference by supporting those who help others. - Base Salary range $80,000 - $85,000 + Commissions + Equity.

• Cultivate connections: Build and maintain relationships with self-storage property owners and key stakeholders nationwide • Drive sales: Quote and secure both new and renewal property and casualty insurance policies • Customize solutions: Tailor policy coverages and deductibles to meet each customer’s specific needs • Collaborate effectively: Work with underwriters to provide all required information promptly and accurately • Enhance customer experience: Collaborate with other SafeLease teams to deliver seamless and positive buying experiences • Provide support: Address inquiries about coverages, premiums, endorsements, accounting, or claims as needed • Engage in industry: Attend industry events, with occasional travel as required

• Ensuring quarterly and annual revenue targets are achieved • Maintaining accurate and up-to-date Salesforce data for your territory and providing reliable forecast information to upper management • Quoting, negotiating, and closing highly complex transactions • Actively engaging in territory planning and opportunity development • Staying abreast of competitive intelligence and providing feedback for management • Performing other related duties as assigned

• Own Revenue Growth in Region • Own and execute a regional sales plan • Identify, qualify, and pursue new sales opportunities • Manage the entire sales process end-to-end • Lead product presentations and demos • Collaborate with marketing to refine sales messaging • Maintain accurate pipeline data and forecasts