客户经理
Account Executive
Case IQ 是一家领先的 B2B SaaS 公司，专注于治理、风险和合规（GRC）领域，帮助组织打造更安全、更具责任感的工作环境。我们提供全面的解决方案，使组织能够从被动应对转向主动的风险管理。我们的软件帮助合规、人力资源、法律和调查团队报告、管理、调查和预防工作场所风险——包括道德违规、欺诈、性骚扰、歧视、安全事件和第三方问题——从而更好地保护员工、文化和业务。
依托超过 25 年的行业专业知识，并受到财富 500 强公司的信赖，Case IQ 已经支持了数百万起案件的管理，并帮助降低了数十亿美元的财务和声誉风险。
职位概述
我们正在寻找一名销售经理加入我们的销售团队。在这个以远程为主的工作岗位中，你将通过一个已验证的演示和指定客户名单来积极开拓新业务。通过咨询式、价值驱动的方法，你将发现工作场所调查、合规、员工关系、风险管理、事件管理和案件管理项目中的客户挑战。你将介绍完整的 Case IQ 平台和解决方案组合，帮助客户了解我们的技术如何满足广泛的组织风险、报告、调查和案件管理需求。你将与解决方案工程师紧密合作，提供有说服力的产品演示和技术验证，同时从发现到成交全程主导销售流程。
此职位可能需要偶尔出差，参加客户拜访、行业活动和展会。
你将负责
- 主导整个销售流程，从潜在客户开发、发现到谈判和成交。
- 开展外向型客户开发，识别、接触并评估潜在客户，同时拓展销售渠道并创造新的商业机会。
- 主导咨询式的发现对话，了解客户的挑战、业务目标、现有流程和成功标准。
- 与解决方案工程师紧密合作，提供定制化的产品演示、技术深度解析、概念验证和解决方案展示，以满足客户需求。
- 推介并销售完整的 Case IQ 解决方案组合，识别通过统一方案解决多个客户使用场景和业务挑战的机会。
查看英文原文
Case IQ is a leading B2B SaaS company in the governance, risk, and compliance (GRC) space, helping organizations build safer, more accountable workplaces. We offer a comprehensive suite of solutions that enable organizations to move from reactive approaches to proactive risk management. Our software helps teams across compliance, HR, legal, and investigations report, manage, investigate, and prevent workplace risk - including ethics violations, fraud, harassment, discrimination, security incidents, and third-party issues - so they can better protect their people, culture, and business.
Backed by over 25 years of domain expertise and trusted by Fortune 500 companies, Case IQ has supported the management of millions of cases and helped mitigate billions in financial and reputational risk.
Role Summary
We are looking for an Account Executive to join our Sales team. In this remote-first role, you will proactively hunt new business while working from a populated funnel of qualified demos and named accounts. Through a consultative, value-driven approach, you will uncover customer challenges across workplace investigations, compliance, employee relations, risk management, incident management, and case management programs. You will position the full Case IQ platform and portfolio of solutions, helping customers understand how our technology can support a wide range of organizational risk, reporting, investigation, and case management needs. You will partner closely with Solutions Engineers to deliver compelling product demonstrations and technical validation while leading the overall sales process from discovery through close.
This role may require occasional travel for client visits, industry events, and tradeshows.
What You’ll Do
- Own the full sales cycle from prospecting and discovery through negotiation and close.
- Conduct outbound prospecting to identify, engage, and qualify potential customers while expanding pipeline and generating new business opportunities.
- Lead consultative discovery conversations to understand customer challenges, business objectives, current processes, and success criteria.
- Partner closely with Solutions Engineers to deliver tailored product demonstrations, technical deep dives, proof-of-concepts, and solution presentations that align with customer needs.
- Position and sell the full Case IQ portfolio of solutions, identifying opportunities to address multiple customer use cases and business challenges through a unified platform approach.
- Develop and maintain a strong understanding of Case IQ's platform, portfolio of solutions, use cases, buyer personas, and competitive landscape.
- Achieve and exceed sales quotas by translating complex customer requirements into business value and measurable outcomes.
- Build relationships with multiple stakeholders, including HR, Compliance, Legal, Employee Relations, Investigations, Risk, Audit, and Security teams.
- Manage opportunities with strong follow-up, accurate Salesforce hygiene, stakeholder mapping, and clear next steps throughout the sales cycle.
- Collaborate with Marketing, Business Development, Solutions Engineering, Sales Operations, Implementation, Customer Success, and leadership to drive successful customer outcomes.
- Maintain and promote high standards of security, confidentiality, and professionalism while handling company systems, customer information, and internal processes.
What Success Looks Like
30 Days
- Learn Case IQ's platform, portfolio of solutions, core use cases, buyer personas, sales process, territory priorities, competitive positioning, and key market terminology.
- Begin participating in discovery calls, demonstrations, and customer meetings alongside Sales and Solutions Engineering teammates.
60 Days
- Conduct discovery conversations independently and collaborate effectively with Solutions Engineers to advance opportunities.
- Build qualified pipeline through outbound activity and demonstrate growing market and product fluency.
90 Days
- Independently manage opportunities through the sales cycle, effectively position Case IQ solutions against customer pain points, and maintain strong opportunity progression and forecast hygiene.
- Demonstrate the ability to deliver compelling product overviews and partner seamlessly with Solutions Engineers during technical evaluations.
6Months
- Build and maintain a healthy pipeline, demonstrate strong product and market knowledge, and show consistent progress toward quota attainment and territory goals.
1 Year
- Be fully ramped as a trusted Account Executive who consistently delivers new business growth, accurately forecasts results, and contributes to the ongoing success of Case IQ's sales organization.
Who You Are
- Bachelor's degree or equivalent experience, with B2B software sales experience preferred.
- Proven track record of exceeding revenue targets and managing complex, multi-stakeholder sales cycles.
- Experience selling into HR, compliance, legal, employee relations, investigations, risk, audit, security, or related functions is an asset.
- Strong discovery, consultative selling, and business-value communication skills.
- Ability to present complex software solutions to both technical and non-technical audiences, including executives and operational leaders.
- Comfortable partnering with Solutions Engineers and cross-functional teams to develop winning strategies and drive customer success throughout the buying journey.
- Experience selling enterprise software platforms that solve multiple business problems across departments and stakeholder groups is strongly preferred.
- Excellent written and verbal communication skills with strong organization, follow-through, and attention to detail.
- Ability to navigate ambiguity, prioritize effectively, and manage multiple opportunities simultaneously.
- Experience with Salesforce and modern sales methodologies is an asset.
Perks and Benefits
- Work remotely within a flexible work environment (our team spans 7 countries!)
- Competitive company-paid benefits plan starting day 1!
- Generous professional development budget
- RRSP/ 401k matching program
- Half-day Fridays in the summer
Selected candidates will be contacted through BambooHR (please check your junk mail).
Case IQ is an equal opportunity employer. All qualified applicants are given consideration regardless of race, religion, color, gender, sex,
age, sexual orientation, gender identity, national origin, marital status, citizenship status, disability, veteran status, or any other protected class as provided in applicable employment laws. If you have a disability or special need that requires accommodation, please contact us at [hr@caseiq.com](mailto:hr@caseiq.com).