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Associate Account Executive (Sales) | FULL-TIME



The purpose of the Account Executive role is to bring in new business. The Account Executive is the primary point of contact between CUCollaborate and potential clients. AEs handle the day-to-day relationship between both parties before becoming a member to CUCollaborate with the goal of achieving new clients who are eager and excited to become members of CUCollaborate and begin using our software and consulting services. Account Executives' goal is to hit their annual revenue goal/targets based on assigned territory.



–Ensure compliance with all internal and external compliance regulations;

–Comply with all company policies;

–Help with creating outreach strategies and campaigns to attract new clients;

–Educate the credit union industry on who CUCollaborate is and what products and services we offer;

–Articulate the value of membership to CUCollaborate and set up interest for consulting projects/services;

–Follow up with leads interested in learning more about CUCollaborate;

–Lead sales calls/demos for the software and consulting services;

–Discover customer need for different consulting services;

–Manage individual sales pipeline;

–Keep HubSpot (CMS) information and data up to date;

–Create contracts and invoices;

–Handover new clients to account management and consulting team when deals are closed.


Required Skills/Abilities:

–Excellent verbal and written communication skills;

–Excellent interpersonal skills;

–Excellent time management skills with a proven ability to meet deadlines;

–Strong analytical, problem-solving skills and strategic management skills;

–Strong supervisory and leadership skills;

–Ability to prioritize tasks and to delegate them when appropriate;

–Ability to function well in a high-paced and at times stressful environment;

–Proficient with Microsoft Office Suite or related software;

–Financial and Business Acumen.


Education Required:

Bachelor’s degree highly preferable.



$80,000 annual salary, $150,000 OTE, uncapped commissions. 

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