Senior Account Executive, Install Base

Posted 25 Days Ago
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Hiring Remotely in USA
Remote
Senior level
Artificial Intelligence • Fintech
The Role
The Senior Account Executive at Cleo will be responsible for building strong relationships with clients, executing sales processes from lead to close, negotiating with clients to solve problems, and working closely with sales teams to meet client needs while providing feedback to improve sales execution.
Summary Generated by Built In

Cleo is a cloud integration technology company focused on business outcomes. Every day, we ensure that each one of our 4,000+ customers' potential is realized by delivering solutions that make it easy to discover and create value through the connections and integration of enterprise applications supporting critical workflows. By providing the industry’s most complete and flexible integration offerings, we are helping our clients build trusted relationships across their partner ecosystems today, while providing all the control and visibility they need to advance their business tomorrow.  In a nutshell, Cleo is a rapidly growing category leader in ecosystem integration software and we have experienced tremendous growth over recent years. 


The Account Executive is a part of Cleo's first-class Sales Team and become a product knowledge expert while focusing on selling directly to new and current clients, building pipelines, and identifying key client needs to help increase sales at Cleo. We aim to help you take the next step in your sales career and provide the tools to do so successfully. We are looking for candidates eager to drive their business and set goals that align with our company. Cleo is a growing Ecosystem, and we want the best and brightest on our team. 

 What You Will Be Doing

  • Educate and advise clients to build strong and trustworthy relationships with Cleo customers
  • Executing a successful sales process from lead to appointment to close  
  • Obtain feedback from clients and adjust messaging to improve downstream execution  
  • Meet clients to discuss their needs and complete the execution of the sale  
  • Working with SDRs and Account Managers to devise a program that meets the client and budget  
  • Negotiating with clients, solving any problems, and making sure deadlines are met  
  • Checking and reporting on their Cleo program progress 

Your Qualifications

  • Have received a Bachelor  
  • Prior experience in an SDR, BDR, or Inside sales role  
  • Display a strong interest in outside sales  
  • Communicate confidently in person, over the phone, and online  
  • Focus on the positive and strive for continual improvement  
  • Be ambitious and motivated to achieve results  
  • Collaborate and operate well in a fast-paced, team-oriented environment  
  • Be effective at building strong relationships  
  • Adhere to a strong work ethic and sense of commitment  
  • Enjoy learning about the IT industry 

A few things we have to offer: 

  • Competitive base salary + commission 
  • Great Healthcare + Dental + Vision
  • Flexible PTO
  • Culture of support, encouraging Life-Work balance
  • 401k match
  • FSA and HSA options
  • Employee Assistance Program
  • Paid Parental Leave
  • Representing a company with 4,000+ clients and a 99% retention rate
  • Accelerated title and salary growth potential 
  • A fun and energetic work environment that makes you excited to go to work every day



Cleo Communications, LLC is an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status or any other characteristic protected by law.

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The Company
HQ: London
0 Employees
Hybrid Workplace
Year Founded: 2016

What We Do

We launched in 2016 because banking is boring and broken. Cleo’s not a bank - she’s got your back. As a result, we’re currently the most trusted AI assistant for personal finance out there, just ask TrustPilot. Our mission? To change the world's relationship with money.

So, what exactly is Cleo?
Using simplicity and humor, she’s helped over 7 million people improve their relationship with money and financial health. She’s a platform for the 99% – an AI assistant defining a new category, one that goes beyond saving and budgets to actually changing how we feel about our finances.

Through chat, she provides you with deep insight about your money, while suggesting personalized financial products that increase your ability to save. That said, it’s really our tone of voice that makes us special.

We’re a product for the next generation. We’re meeting our users where they are and building the type of relationship they expect. That also means dropping the BS.

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