Account Executive - SMB

📌 Core Information

🔹 Job Title: Account Executive - SMB

🔹 Company: Vasion

🔹 Location: United States

🔹 Job Type: Remote

🔹 Category: 💼 Account Management

🔹 Date Posted: April 2, 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: Hybrid

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Leading the company's SLED sales efforts
• Creating and executing a strategic sales plan to exceed revenue targets
• Identifying and closing new business opportunities
• Building and managing relationships with SMB SLED & Healthcare customers

ASSUMPTION: The position focuses on strategic sales planning and execution specifically for the Western US/Canadian territory to enhance Vasion's market presence. This is assumed based on the description of sales efforts directed towards these regions.

📋 Key Responsibilities

✅ Develop and execute a sales strategy for the SMB SLED & Healthcare customer base

✅ Serve as the main point of contact for customer inquiries and support needs

✅ Identify and pursue new customer relationships, attending tradeshows as needed

✅ Manage and grow existing accounts by strengthening relationships with decision-makers

✅ Demonstrate Vasion's platform to drive customer adoption

✅ Collaborate closely with implementation and support teams for successful onboarding

✅ Utilize CRM systems to track and manage sales activities and maintain accurate records

✅ Continuously update knowledge of industry and Vasion's platform

✅ Collaborate with internal teams to ensure superior customer experience

ASSUMPTION: Responsibilities imply a significant focus on both new business development and maintaining existing accounts in the targeted sectors. This is inferred due to the emphasis on customer relationship management and sales strategy execution.

🎯 Required Qualifications

Education: A bachelor's degree in business or a related field is preferred

Experience: Minimum of 2 years in SaaS-related B2B sales or similar industries like EdTech or GovTech

Required Skills:

• Sales Strategy Development
• Customer Relationship Management
• Consultative Support
• Sales Forecasting

Preferred Skills:

• Experience with Salesforce or similar CRM platforms
• Exceptional interpersonal and communication skills

ASSUMPTION: The role likely requires strong communication and strategic planning skills to be effective in managing sales targets and customer relationships.

💰 Compensation & Benefits

Salary Range: Not specified (competitive pay is mentioned, suggesting industry-appropriate compensation)

Benefits:

• Flexible paid time off
• Paid parental leave
• Comprehensive health benefits

Working Hours: Full-time, 40 hours per week with potential travel up to 25%

ASSUMPTION: Vasion provides robust benefits typical of a tech company focusing on work-life balance, suggested by flexible working arrangements and health support perks.

📌 Applicant Insights

🔍 Company Context

Industry: Software Development

Company Size: 451 employees (mid-sized, allowing for both agility and established structures)

Founded: 2008

Company Description:

• Leader in digitizing content and automating workflows
• Focus on compliance, scalability, and accountability solutions
• Seamless integration with third-party software via open APIs

Company Specialties:

• Enterprise Document Management
• Workflow and Process Automation
• Cloud Document Management

Company Website: http://www.vasion.com

ASSUMPTION: Vasion's strengths lie in their innovative approach to regulatory compliance and workflow automation, setting them apart in the SaaS market.

📊 Role Analysis

Career Level: Mid-level professional with growth potential

Reporting Structure: Likely reports to the Sales Director or VP of Sales

Work Arrangement: Hybrid with remote work flexibility

Growth Opportunities:

• Path to senior sales roles
• Exposure to strategic planning and execution
• Potential for cross-departmental collaboration

ASSUMPTION: The role offers significant growth for ambitious candidates eager to develop a comprehensive understanding of SaaS solutions and client engagement.

🌍 Location & Work Environment

Office Type: Virtual and physical offices available

Office Location(s): St. George, UT; Lehi, UT; UK; Germany

Geographic Context:

• Access to major regions within the US and UK
• Diverse work environment
• Opportunities to engage in global markets

Work Schedule: Typically aligns with Pacific and Mountain Time Zones

ASSUMPTION: Flexibility in work location and schedule underscores Vasion's commitment to accommodating remote work while maintaining productivity and collaboration.

💼 Interview & Application Insights

Typical Process:

• Initial resume screening
• Phone or video interview with HR
• Technical interview with team leads

Key Assessment Areas:

• Sales proficiency and strategy articulation
• Cultural fit with company values
• Experience in SaaS and CRM usage

Application Tips:

• Highlight experience with SaaS sales in SMB markets
• Showcase CRM proficiency
• Demonstrate knowledge in SLED industries

ATS Keywords: SaaS Sales, Account Management, CRM, B2B Sales, Customer Engagement

ASSUMPTION: The interview process likely emphasizes candidate alignment with core company values and proven sales experience.

🛠️ Tools & Technologies

• Salesforce or similar CRM systems
• Vasion's SaaS platform
• Web conferencing tools

ASSUMPTION: Proficiency in CRM tools and SaaS solutions will be crucial for success, given Vasion's focus on digital transformation.

👔 Cultural Fit Considerations

Company Values:

• Action Ownership
• Candor Seeking
• Relationship Building

Work Style:

• Independent and collaborative work approaches
• Results-oriented mindset
• Flexibility and adaptability

Self-Assessment Questions:

• How do you handle high-pressure sales targets?
• Describe a time you overcame a sales challenge.
• How do you manage relationships with multiple stakeholders?

ASSUMPTION: Cultural fit is critical, anchored in proactive engagement and transparent communication with clients and team members.

⚠️ Potential Challenges

• Managing complex sales cycles
• Balancing new customer acquisition with account maintenance
• Adapting to evolving client needs
• Staying updated on industry changes and Vasion's product updates

ASSUMPTION: Challenges stem from the dynamic SaaS industry and the need to consistently meet ambitious sales targets.

📈 Similar Roles Comparison

• Higher focus on SaaS solutions and digital transformation than traditional account executive roles
• Greater emphasis on strategic planning in SMB markets compared to roles focused solely on sales execution
• Strong integration with support and product teams

ASSUMPTION: Vasion's emphasis on integration and digital solutions differentiates this role from typical sales positions.

📝 Sample Projects

• Leading a campaign to onboard a major healthcare client to Vasion's platform
• Developing a tailored sales strategy for a regional government client
• Collaborating with the product team to enhance service offerings based on client feedback

ASSUMPTION: The role likely involves leading significant projects to drive both client engagement and internal process improvement.

❓ Key Questions to Ask During Interview

• How does Vasion support ongoing skills development?
• What metrics define success in this role?
• What are the biggest challenges currently facing the sales team?
• How does the company support work-life balance for remote employees?
• Can you describe a recent successful project and its impact?

ASSUMPTION: These questions will help gauge Vasion's support and expectations, providing insight into the role's demands and opportunities.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Prepare a resume highlighting relevant SaaS sales experience
• Draft a cover letter detailing your fit with Vasion's core values
• Gather professional references familiar with your sales achievements
• Ensure your LinkedIn profile reflects your latest experience and skills

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.