Welcome! Crestwood Associates was founded in 1998 and has been a leading provider in accounting and business management solutions for 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 for small to medium-sized businesses promoting the value Crestwood Associates offers in business applications solutions. These solutions include Acumatica ERP, 3rd party add-on solutions, and our consulting services related to those systems.

What you’ll be doing

Lead Generation

• Prospect for new clients

• Attend and/or host meetings and events with prospective clients

• Participate in the formation of marketing campaigns and their subsequent execution

• Deliver lead goals based on company objectives

Revenue Generation

• Develop new sales opportunities

• Optimize sales potential with existing client base

• Deliver revenue goals based on company objectives

Sales Pipeline Management

• Build a pipeline of accounts

• Establish good rapport with clients

• Manage accounts for long-term success

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

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

Sales Mastery and Innovation

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

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

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

• Complete any software publisher-required certifications for selling their software

Qualifications

Here’s your education, skills, and experience

• Bachelor's or associate degree in business, technology, or other related disciplines

• 4 years of experience or more in the business application software industry

• Deep understanding of business applications: Acumatica ERP, CRM, and Microsoft technology stack

• Experience working for a company using software products similar to those represented by Crestwood

Benefits and perks

• Medical Dental and Vision

• Short and Long Disability insurance

• Life Insurance

• Simple IRA with company match

• Flexible PTO policy

• Paid Holidays

• Career Enrichment Program

Crestwood Associates is an equal opportunity, affirmative action employer committed to diversity in the workplace.

Bachelor's or associate degree in business, technology, or related discipline; 4+ years in business application software; deep knowledge of Acumatica ERP, CRM, and Microsoft technology; sales experience required.

Key Responsibilities

• prospecting clients
• generating revenue
• managing pipeline

Skills & Tools

Acumatica, Enterprise Resource Planning (ERP), CRM, Microsoft

Job Details

• Category: Sales
• Seniority: Mid Level
• Commitment: Full Time
• Workplace: Remote — United States
• Languages: English

Benefits

• 401k matching
• Generous paid time off
• Retirement plan

About Crestwood Associates LLC

A consulting provider delivering accounting, business management, enterprise resource planning, eCommerce, and cloud solutions to mid-sized businesses. — Industry: Consulting Services