Account Executive

Welcome! Crestwood Associates was founded in 1998 and has been a leading provider in accounting and business management solutions for over 25 years. We’re a trusted advisor transforming businesses through software and processes such as Enterprise Resource Planning (ERP), eCommerce, and Cloud-based solutions for mid-sized businesses.

Values we live by: Work Smart. Have Fun. Deliver Results.

Overall Summary: Crestwood Account Executives are seasoned sales professionals in the ERP solution space. You have the ability to prospect and generate qualified leads that turn into sales opportunities. This role is pivotal in driving the company's growth through strategic sales initiatives and customer relationship management.   

Here’s what we need:

Self-motivated, persuasive, and forward-thinking individuals with exceptional communication and collaboration skills. You proactively engage with business owners, C-Level executives, controllers, material managers, sales managers, production managers, etc., of small to medium-sized businesses promoting the value Crestwood Associates offers in business applications solutions. These solutions include reporting & analytics, accounting, distribution, service management, project accounting, eCommerce, and manufacturing systems, and our consulting services related to those systems.

What you’ll be doing:

Lead Generation:

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  Prospect for new clients

  
  


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  Attend and/or host meetings and events with prospective clients

  
  


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  Participate in the formation of marketing campaigns and their subsequent execution

  
  


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  Deliver lead goals based on company objectives

  
  

Revenue Generation

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  Develop new sales opportunities

  
  


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  Optimize sales potential with existing client base

  
  


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  Deliver revenue goals based on company objectives

  
  

Sales Pipeline Management

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  Build a pipeline of accounts

  
  


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  Establish good rapport with clients

  
  


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  Manage accounts for long-term success

  
  


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  Conduct all aspects of the full sales cycle process, from the initial contact through signed agreement

  
  


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  Maintain an active and up to date pipeline in Crestwood CRM system, essential to Crestwood's forecasting, marketing, and reporting.

  
  

Sales Mastery and Innovation

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  Develop high-quality and compelling presentations for prospective client meetings and marketing events

  
  


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  Learn the nature of products offered at Crestwood and how they apply to our clients and prospective clients needs

  
  


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  Continuously invest time to improve professional consultative sales skills via publications, seminars, training sessions, etc., (Provided by Crestwood and/or your recommendations)

  
  


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  Complete any software publisher-required certifications for selling their software