Software Account Executive - Level 2

At Casebook PBC, our software makes people’s lives better. We are committed to empowering community well-being through adaptive, research-based, and practice-driven technology. Designed to “help the helpers,” our innovative and award-winning SaaS solutions enhance outcomes in human services. We continually expand and evolve the Casebook Platform, aiming to support more agencies and inspire industry-wide innovation.

At Casebook PBC, we are dedicated to fostering a multicultural, unprejudiced, and welcoming workplace where everyone feels included and valued. We believe that different perspectives, backgrounds, and experiences strengthen our ability to innovate and serve our clients effectively. Every employee is respected and empowered to contribute at their highest potential. Our commitment goes beyond providing opportunities—we actively create an environment where everyone has the support, resources, and recognition they need to thrive.

Location: Must be located South Central Region (TX, NM, CO, NE, KS, OK, MO, AR, and LA)

About the Team 

At Casebook, our Revenue team is the engine behind growth and client success. This team of driven and customer-focused professionals partners with organizations to understand their needs and deliver tailored solutions that empower their missions. Through strategic sales, consultative partnerships, and data-driven insights, they drive new business, retention, and expansion. Their work ensures Casebook continues to grow sustainably while creating meaningful impact for human services organizations.

Your Impact

A team member at Casebook PBC plays a key role in advancing our mission to improve outcomes for at-risk children and families through transformative software solutions. They are dedicated to Casebook's vision: The Casebook Platform is built specifically to serve the needs of those that serve others and is: Human Centric, Always Current, Future Proof, and our mission: Develop transformative software to promote best practices and drive improved outcomes in human services. This individual exemplifies the Casebook values and works collaboratively to achieve the organization's goals.

As a Software Account Executive II, you’ll play a pivotal role in driving revenue growth and strengthening client relationships through tailored software solutions. You’ll collaborate with a diverse, high-performing team that includes client stakeholders, sales engineers, customer success managers, and product specialists to deliver impactful results and ensure exceptional client satisfaction.

What You’ll Do (Responsibilities)

• Share the benefits of Casebook’s products to prospective customers in the United States and Canada: 

  • SMB nonprofits in human services/social services, 

  • Local and state government agencies and departments, 

  • Tribal government organizations. 

• Develop and execute a territory plan to achieve the revenue necessary to attain quota. Quota is 3x On Track Earnings (OTE). 

• Generate sales leads from existing and new relationships and follow up on marketing-generated leads.

• Maintain a healthy pipeline and provide accurate sales forecasts.

• Have the ability to establish strong business relationships with nonprofit and government leaders.

• Develop sales opportunities into signed deals.

• Monitor the market, maintaining an awareness of competitor activity and passing this information, through proper channels, to the product management and sales teams.

• Work cross-functionally with SDR and Solutions Consulting teams to align outreach strategies and deliver data-driven solution recommendations.

• Maintaining up-to-date records in our CRM.

• Ability to travel approximately up to 30%, sometimes on weekends for conferences, client meetings, or internal meetings.

What You Bring (Skills and Experience)

✅Required: 2+ years of nonprofit or government sales experience, preferably within human services or social services organizations.

✅Experience working in or volunteering with social service organizations.

✅Proven track record of success in sales, with proof of recent quota attainment or president's club participation.

✅BA/BS or equivalent education and/or work experience.

✅Experience with CRMs, preferably Hubspot and Gong 

✅Sales Methodology training

✅Strong presentation skills and proficiency in using technology to communicate effectively with high-level employees in Casebook's target market.

✅Must have access to an internet connection of at least 25 Mbps during standard business hours.

✅Access to a home office or dedicated workspace is required.

💡 Why Join Casebook?

• Great Place to Work Certified: We’re proud of our collaborative and supportive culture.

• Competitive salary and benefits package.

• Professional growth opportunities.

• The chance to make a real difference by supporting those who help others.

💵 Compensation: Base Salary range $80,000 - $85,000 + Commissions + Equity