Role Description We’re looking for an experienced Account Executive to join our growing sales team. You’ll own the full sales cycle, from discovery through close, working with franchise owners, multi-unit operators, and franchise brands to understand their operational challenges and demonstrate how Ceterus helps them save time, improve financial visibility, and make better business decisions. This is an opportunity for someone who enjoys consultative selling, thrives in a fast-paced environment, and wants to sell an innovative platform that combines accounting expertise with automation. You’ll work closely with Marketing, Partnerships, Accounting, Product, and Operations to deliver an outstanding customer experience from the first conversation through onboarding. What You’ll Do - Own the full sales cycle from qualified opportunity through signed agreement and successful handoff to onboarding. - Conduct consultative discovery to understand each prospect’s operational, financial, and reporting challenges. - Deliver compelling product demonstrations that clearly communicate the value of Ceterus’ bookkeeping, accounting, reporting, and application. - Build trusted relationships with franchise owners, multi-unit operators, CFOs, and franchisor leadership. - Develop and execute strategic account plans to maximize win rates and long-term customer value. - Manage pipeline activity, forecasting, and opportunity progression within Salesforce. - Collaborate with Marketing on lead follow-up and campaign execution. - Work closely with Partnerships and Onboarding to ensure a seamless customer experience. - Consistently achieve and exceed monthly and quarterly revenue targets. - Stay current on industry trends, franchise operations, accounting technology, and emerging AI capabilities that create value for customers. - Leverage modern sales technology and AI tools to improve prospecting, research, communication, and sales execution. Qualifications - 3–5 years of successful B2B SaaS sales experience with a consistent record of exceeding quota. - Experience selling software or technology solutions to small and mid-sized businesses. - Strong consultative sales skills with the ability to uncover business challenges and position strategic solutions. - Excellent presentation, communication, negotiation, and closing skills. - Experience managing opportunities within Salesforce or another CRM. - Self-motivated with strong organizational and time management skills. - Comfortable working in a fast-paced, high-growth environment. - High emotional intelligence with the ability to build trust and credibility quickly. - Strong business acumen and curiosity about finance, operations, and entrepreneurship. Preferred Qualifications - Experience selling into the franchise industry. - Experience selling accounting, financial management, fintech, ERP, or back-office software solutions. - Familiarity with AI-enabled sales tools (ChatGPT, Salesforce Agentforce, Gong, Clari, Outreach AI, or similar platforms). - Experience working in an early-stage or high-growth SaaS company. What Success Looks Like - Build a healthy, predictable sales pipeline. - Consistently exceed revenue goals. - Become a trusted advisor to franchise operators. - Help expand Ceterus’ presence within existing franchise systems. - Provide market feedback that influences our product roadmap and AI strategy. Benefits - Sell an innovative platform combining expert accounting with AI-powered automation. - Work alongside experienced leaders in accounting, technology, and franchising. - Influence product direction by bringing customer insights directly to the business. - Grow your career in a rapidly expanding technology company. - Collaborate with a high-performing, supportive, and entrepreneurial team.

- Establish and maintain strong relationships with client(s) and stakeholders - Ensure client expectations are met or exceeded on all levels by maintaining ongoing communication (written and verbal) with client and account team members and troubleshooting problems/issues as necessary. - Establish and maintain a thorough knowledge of client organizations, products, disease states, and marketing objectives. - Oversee budgeting, financial monitoring, and reconciliation of individual projects. - Pursue and acquire new business within current accounts by writing proposals, developing new business presentations, and regular on site client meetings. - Achieve or overachieve revenue for a given year for each account. - Hire, train, establish individualized career development plans, provide ongoing feedback, and conduct performance evaluations with direct reports. - Update senior management on account team activity, new business opportunities, financial analyses and projections. - Assign and manage account team workload. - Work with department managers to identify and manage internal and external resources. - Facilitate conflict resolution within and between departments or between account team members. - Participate and/or lead team meetings. - Adhere to all AssistRx policies and procedures. **Direct Reports may include: ** Senior Account Manager, Account Manager, Associate Account Manager

• Own and deliver new business ARR targets within the assigned territory • Prospect, qualify, and develop net-new opportunities through outbound activity, referrals, events, campaigns, and account-based selling • Build and manage a healthy pipeline with accurate CRM activity, opportunity updates, and forecasting • Lead consultative discovery to uncover customer pain points, business priorities, decision criteria, and value drivers • Present SaaS solutions, proposals, and business cases tailored to dealership leadership and executive stakeholders • Coordinate internal resources including sales leadership, product specialists, pre-sales, marketing, and customer success to support complex opportunities • Negotiate pricing and commercial terms to close mutually beneficial agreements • Maintain market intelligence on competitors, customer trends, objections, and emerging opportunities

Role Description Trase is seeking a Senior Enterprise Sales Executive to own the full sales cycle for net-new enterprise customers. You will sell Trase’s AI agent platform into complex organizations, leading consultative sales cycles focused on measurable business outcomes, ROI, and successful production deployments. This is a high-impact role for an enterprise seller who thrives in technical environments, can engage C-suite stakeholders, builds pipeline from the ground up, and is excited to help define a new category in AI. What You Will Do - Own the full enterprise sales cycle, from prospecting through close and expansion - Build and execute territory strategies to generate pipeline and drive predictable ARR growth - Identify and engage executive sponsors, economic buyers, and key stakeholders across complex organizations - Lead consultative discovery to understand customer workflows, business challenges, and operational opportunities - Develop ROI-driven business cases and value propositions tied to measurable outcomes - Design and execute successful POCs with clear objectives and executive alignment - Partner with Solutions Engineering, Product, Engineering, Marketing, and Executive Leadership to advance opportunities and ensure customer success - Provide customer insights to influence product strategy, positioning, and go-to-market efforts - Position Trase’s AI agent platform against legacy automation, point solutions, and consulting alternatives - Consistently achieve or exceed pipeline and ARR targets Qualifications - 8+ years of enterprise sales experience with success closing $250K–$1M+ ARR deals and exceeding quota - A history of building pipeline from zero through outbound prospecting, territory development, and strategic account planning - Experience selling directly to C-suite executives and senior business leaders - Strong consultative selling skills with the ability to uncover customer needs and build compelling business cases - Comfort selling technical products in ambiguous, fast-moving environments and helping define a new market category - Technical fluency across enterprise software, integrations, APIs, cloud infrastructure, security, and data ecosystems - Experience driving land-and-expand strategies that grow initial deployments into larger enterprise partnerships Preferred Experience - Selling enterprise SaaS, AI, data, cloud, automation, or infrastructure platforms - Familiarity with MEDDIC, Challenger, or other enterprise sales methodologies - Experience partnering with Solutions Engineers, Product, Engineering, and executive teams - Background selling into complex or regulated industries such as healthcare, financial services, energy, or government - Exposure to AI, automation, RPA, agent-based systems, search, or data infrastructure What This Role Is Not - A renewal or account-management role - An inbound-only sales motion - A transactional product sales role Compensation Base salary of $175,000–$225,000 plus bonus. Compensation will be based on experience, skills, qualifications, and other relevant factors. Benefits - Career track opportunity with potential for rapid advancement with strong performance as the firm grows - 100% employer paid, comprehensive health care including medical, dental, and vision for you and your family. - Paid maternity and paternity for 14 weeks at employees' normal pay. - Unlimited PTO, with management approval. - Opportunities for professional development and continued learning. - Optional 401K, FSA, and equity incentives available. - Mental health benefits are available through Tara Mind.