Cleo · 9 hours ago
Account Executive, Net New
Cleo is a growing company seeking an Account Executive to join their sales team. The role involves building relationships with clients, executing sales processes, and collaborating with other team members to meet client needs.
File SharingSoftware
Responsibilities
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's needs and budget
Negotiating with clients, solving any problems, and making sure deadlines are met
Checking and reporting on their Cleo program progress
Qualification
Required
Have received a Bachelor's
Prior experience in an SDR, BDR, or inside sales role
Must have EDI experience in B2B SaaS industry
Must be willing to travel 30% to 40% on average
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
Benefits
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
Company
Cleo
Cleo offers enterprise integration software solutions that enable managed file transfer, network fax, and interactive messaging activities.
Funding
Current Stage
Growth StageTotal Funding
$3.5MKey Investors
H.I.G. CapitalPeterson Partners
2021-06-09Private Equity
2017-03-31Debt Financing
2012-05-16Series Unknown· $3.5M
Recent News
2026-01-12
Business Wire
2025-10-21
Company data provided by crunchbase