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Account Executive

Remote · Full Time

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Who We Are

We are Cloudsquare, the top Salesforce partner specializing in lending solutions for the alternative lending industry. Our intuitive products are built to scale as our customers grow, supporting their business at every phase. Our experts develop unique and reliable Salesforce solutions tailored to evolving business needs. We take pride in offering a boutique service with enterprise-quality results.

Our Products

• Cloudsquare Lend – the Best Loan Software for Small Business Lenders
• Cloudsquare Broker - the Best Merchant Cash Advance Software CRM
• Cloudsquare Submit - an intuitive decision management tool, directly in Salesforce
• Cloudsquare BankLink - a risk analysis software providing real-time data for bank verifications that integrates Salesforce with Plaid
• Cloudsquare Credit - a credit reporting tool that connects to the three major credit bureaus and pulls credit reports directly from Salesforce
• Thomson Reuters CLEAR - connects your Salesforce CRM with Thomson Reuters to simplify and speed up the investigation process

Our Core Values

• Stand Together - Our work ethic makes us a dependable firm that can be trusted to drive businesses to the next level. Our ability to depend and rely on each other is the cornerstone of our success and joy at work 
• Embrace Change - We are an innovative team who welcomes change and is always in continuous improvement to make the impossible, possible. Where others see problems – we find solutions!
• Keep it Real - At Cloudsquare it is important to build genuine connections with our team and clients by being honest and true to ourselves
• Committed to Greatness - Our perseverance, go-getter attitude, and grit help us achieve the desired perfection, even in the most challenging of projects
• Enjoy Life - The Cloudsquare way is a true work-life balance, where we are passionate about our work, yet we can put that aside and live life to the fullest with our loved ones

Position Overview

Your Mission
The mission for this role is to hit your sales quota of $1,218,000 in year 1.

Your goals
• Close $1,218,000 in new services and product business in year 1
• Build and maintain a strategic partnership with at least 3 Salesforce Teams (20 + AEs)
- Hunt for new business daily through your Salesforce network
- Visit a Salesforce office every 4-6 weeks
• Generate 150 Leads from Salesforce (37.5 per quarter)
• Maintain a healthy sales pipeline comprising 25 opportunities and 25 leads at any time
• Act as the Account Manager for product Customers
• Familiarize yourself with Cloudsquare sales process, service offering, internal salesforce workflow, buyer personas, pricing minimums, and departmental SOPs within your first 60 days (for new AEs only)

Your Responsibilities

• Close $1,218,000 across 3 categories (professional services, client success, and product)
• Generate $3 million in pipeline within 6 months. Continue rebuilding the pipeline to $3 million as deals close or fall off
• Close at least two $100k+ projects
• Complete 80% + of your quarterly rocks
• Build and maintain relationships with Salesforce AEs and SEs to get referral business.
• Hunt for new business through your Salesforce network
• Qualifying leads on the discovery call to determine which program they fall under
• Reply to inbound lead inquiries, schedule discovery calls, and build rapport with the prospect.
• Manage the full sales cycle from lead inquiry to close. Continue the relationship post-sale for Customer Accounts
• Work alongside the Solution Engineer and Business Development
• Representative to ensure that PowerPoint Presentations and contract timelines are met.
• When selling project engagement types, work with the project team and facilitate change orders during the gap analysis phase.
• Act as the account manager for product customers.
• Sell Cloudsquare’s value proposition, product, and service offerings.
• Pipeline Management and upkeep.

Your Qualifications

• 2+ years of proven sales experience selling software to the equipment leasing and financing sector or 2+ years of proven sales experience selling services to the equipment leasing and financing sector.
• In-depth knowledge of the equipment leasing and financing industry.
• 2+ years using the Salesforce CRM
• 3+ years selling products & services
• 3+ years of full-cycle sales experience
• B2B sales experience
• Familiar with the Salesforce ecosystem (Products, Industries, and AppExchange)
• Experience with prospecting and bringing in new business.
• Experience selling to the C-suite.
• Experience with building relationships with partners to drive lead flow.

Interested in applying?

Please send an email to along with your resume and job that you are applying for.