Role Description Fieldwire is looking for a top-tier SMB Account Executive (“AE”) to join its rapidly growing Sales Team. The right candidate will have experience selling as a trusted advisor that applies a consultative sales process to develop and close new logos. Our AEs develop an understanding of prospects’ goals and conduct sales presentations and product demonstrations to prospects and represent Fieldwire in a consistent, effective and professional manner to best develop and win new clients. You will be responsible for driving revenue working with small and mid-sized accounts in the construction industry. You will determine the accounts that require research and prospecting activities to secure a sufficient flow of additional qualified opportunities. - Deliver Net New Sales from your Lead Lists to attain your Sales Targets - Develop and execute sales plans with your cross-functional partners to reliably drive predictable sales cycles - Responsible for maintaining accurate information within Salesforce and well-informing forecast numbers to the business Qualifications - 2+ years of B2B SaaS sales experience - a minimum of 1+ years in a closing role - Personable, yet persistent - Excellent written and spoken communication skills - Ability to balance competing priorities and manage multiple projects/deals at the same time - Knowledge of Salesforce.com Benefits - The estimated pay ranges for this role are as follows: $50,000-$55,000 - The actual salary offer will carefully consider a wide range of factors such as your skills, qualifications and experience - In addition to the salary, you may be eligible for a compensation variable bonus which can range up to $30,000 Company Description The field-first construction platform for less busywork and more building. Trusted on 4M+ projects worldwide, Fieldwire by Hilti gives crews reliable access to plans, tasks, and updates on one simple platform. It unites the field and office around a single, transparent source of truth, keeping teams aligned from start to finish. Designed for easy adoption, crews gain real-time visibility into progress, clear ownership of work, and the context to make confident decisions. As part of the Hilti Group, Fieldwire combines deep construction expertise with modern digital innovation to deliver better outcomes on every job. Learn more at Fieldwire.com. This role is remote within the US. Our headquarters are based in beautiful San Francisco and our office is centrally located right off of Embarcadero Bart station.

• Use behavioral data, intent signals, and industry changes to personalize outreach and target vertical-specific pain points — not mass messaging. • Run efficient discovery calls (30 minutes or less) that quickly categorize prospects into Security, Productivity, or Process opportunities. • Position the platform as workforce intelligence, not surveillance, and demonstrate how features like OMNI and Timmy Copilot reduce time spent analyzing dashboards. • Partner with SMB ecosystems such as MSPs, HR consultants, and accountants to drive referrals and expand pipeline. • Proactively address privacy concerns by highlighting privacy-first architecture, including visual redaction and offline recording.

• Cultivates new sales of Medicare Advantage HMO and PPO plans, and Medicare supplemental plans • Influences community-based organizations to build collaborative relationships to develop prospects and promote interest in products • Supports relationships with existing strategic partners • Assists with developing sales strategies to implement in designated region • Delivers sales presentations to Medicare eligible audiences in a group setting as well as in a home setting • Presents the managed care concept to employer groups and unions • Increases membership in the Medicare line of business • Initiates the development of sales and community activities by engaging key contacts • Markets Geisinger Gold within the community (provider offices, senior centers, high rises, etc.)

Role Description As Strategic Account Director at Boldin, you are a relationship-driven, strategic operator committed to deepening our impact in the world of financial planning and wellness. You serve as the primary point of contact for a portfolio of strategic partner clients, acting as both trusted advisor and account strategist. You’re passionate about helping clients succeed with our co-branded financial planning solutions, focusing on driving long-term satisfaction, growth, and expansion across accounts. You build deep relationships with senior client stakeholders, manage cross-functional internal teams, and identify ways to maximize value. Whether guiding a complex implementation or uncovering new business opportunities, you are always looking to grow revenue, enhance the client experience, and amplify Boldin’s value. This role includes periodic travel to client sites or conferences to build rapport and strengthen relationships in person. Key Responsibilities - Own the full client lifecycle — from post-sale onboarding and implementation through renewal, expansion, and the ongoing long-term relationship. - Serve as the senior leader and main point of contact across assigned accounts; drive strategic account planning, renewals, and expansion opportunities. - Build and maintain deep, executive-level client relationships that position Boldin as a long-term strategic partner. - Ensure ongoing client success through proactive communication, regular touchpoints, QBRs, and client satisfaction surveys. - Identify, scope, and lead upsell and cross-sell opportunities in partnership with the Sales team. - Monitor key success metrics and client health scores to anticipate needs and mitigate churn risk. - Operate with significant latitude in a lean, fast-moving environment — spotting where the practice needs to grow and helping build it. - Help set the standard for what great strategic account management looks like at Boldin. - Collaborate closely with Sales to scope and develop tailored proposals, leveraging the Ideal Customer Profile (ICP). - Serve as the liaison between Sales, Success, and Product teams, facilitating communication and feedback. - Collaborate with internal Product, Engineering, and Client Success teams to deliver timely solutions and product enhancements. - Travel to client sites and industry events as needed to strengthen relationships and represent Boldin. Qualifications - 5+ years of experience in client account management, customer success, or program management roles in SaaS or fintech environments. - Experience evolving or scaling an account management/customer success practice at an early-stage or fast-growing company. - Proven track record of growing and expanding large, sophisticated accounts. - Excellent interpersonal, communication, and client-facing skills, including experience working with internal and external executive stakeholders. - Strategic mindset with strong problem-solving and commercial acumen. - Self-directed and comfortable with latitude, ambiguity, and shifting priorities. - Experience in financial planning, wellness, or benefits platforms is a strong plus. - Willingness to travel occasionally for client meetings and events. Salary Range $120,000 - $160,000 DOE Benefits - Inclusive hiring process that encourages applications from individuals of all backgrounds. - Commitment to providing reasonable accommodations for applicants with differing abilities throughout the recruitment process. - Fostering a diverse and inclusive culture.