SMB Account Executive

At ClickUp, we're building the future of work: the first truly converged AI workspace unifying tasks, docs, chat, calendar, and enterprise search, all supercharged by context-driven AI. We are an AI-native company. Every team member is expected to leverage AI daily, and we evaluate AI fluency as part of our hiring process. Join us and help redefine what's possible. 🚀 ClickUp is seeking a driven, consultative SMB Account Executive to join our AMER team in San Diego, CA. In this role, you’ll be at the forefront of transforming how SMB Organization adopt productivity solutions. You’ll leverage your EQ, IQ, and curiosity to deliver a truly consultative sales experience—helping customers realize the full value of ClickUp’s all-in-one platform. If you’re a persuasive self-starter with high integrity, a positive attitude, and a passion for building authentic customer relationships (not aggressive sales tactics), this is the role for you! The Role: Own and work all new business leads for SMB accounts (0-25 employees) in your region Consistently exceed pipeline and sales targets by converting free trials, marketing-qualified leads, and demo requests into paid customers Master the ClickUp product and confidently field customer service and product questions Deliver compelling presentations and demos via online web conferencing tools Collaborate with Growth and Marketing teams to optimise lead generation and sales conversion Identify customer segments and new opportunities to improve pipeline quality This role requires a hybrid work-schedule of 3x per week in our San Diego HQ. Qualifications: Demonstrable experience converting net new prospects and growing/retaining SMB customers Proven SaaS sales cycle expertise and track record of exceeding quota Excellent written, verbal, and presentation skills Process-driven with strong attention to detail Experience completing and leading RFIs/RFQs Must work a hybrid work schedule of 3 days per week in our San Diego HQ Desirable: MEDDICC

Strength in Trust OneTrust’s mission is to enable innovation through the responsible use of data and AI. We believe that ensuring data is trusted shouldn’t slow teams down—it should accelerate what’s possible. This led us to develop the first technology platform for responsible data use in 2016. Today, with AI representing the latest and most impactful expansion of data yet, OneTrust is once again redefining what responsible innovation looks like. OneTrust, the AI‑Ready Governance Platform™, unifies regulatory intelligence, automation, and connected governance workflows so businesses can continue to move at the speed of AI while ensuring good governance to prevent data misuse at scale. Trusted by thousands of organizations worldwide, OneTrust is shaping the future where trusted data becomes a transformative force for business and society. The Challenge SMB Account Executives have a critical role and responsibility to deliver new client acquisition in zero-base accounts, while also ensuring successful relationships and revenue growth with existing customers. We invest heavily in our Sales Team through demand generation, methodology-driven sales philosophy, weekly sales trainings, customer-driven roadmaps, and a readily-available executive team to help close deals. Our Account Executives have a significant total contract value (TCV) opportunity with uncapped commission! Your Mission The Account Executive (AE) is responsible for consistently generating, qualifying, and executing opportunities that solve complex problems to support our customers within a targeted geographic territory in the pursuit of becoming more trusted organizations. Uncover net new business opportunities and successfully take through the sales cycle to closure. Will be responsible for sourcing and qualifying sales opportunities, setting proper customer expectations, handling negotiations and accurately forecasting to management. Utilize two-sided d

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. The SMB sales team is a core part of Plaid’s mission to unlock financial freedom for everyone. We believe that by empowering small and medium-sized businesses, we contribute directly to creating a more inclusive and accessible financial ecosystem. Our team is dedicated to building meaningful relationships with our clients, providing innovative solutions that drive growth, and ensuring that Plaid's products enable businesses to thrive. We work collaboratively across teams to meet ambitious revenue goals, all while fostering a culture of continuous learning and development to align with Plaid's vision of financial accessibility and empowerment. As a Sales Manager, you will lead a team of Account Executives, driving them toward achieving ambitious revenue targets. You will focus on developing talent within your team, fostering a high-performance culture, and ensuring each team member has the resources they need to succeed. You will leverage your deep understanding of transactional and strategic sales cycles to guide your team through new customer acquisitions and account management in a hyper-growth environment. Responsibilities Lead, coach, and develop a team of SMB Account Executiv

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. The SMB sales team is a core part of Plaid’s mission to unlock financial freedom for everyone. We believe that by empowering small and medium-sized businesses, we contribute directly to creating a more inclusive and accessible financial ecosystem. Our team is dedicated to building meaningful relationships with our clients, providing innovative solutions that drive growth, and ensuring that Plaid's products enable businesses to thrive. We work collaboratively across teams to meet ambitious revenue goals, all while fostering a culture of continuous learning and development to align with Plaid's vision of financial accessibility and empowerment. As a Sales Manager, you will lead a team of Account Executives, driving them toward achieving ambitious revenue targets. You will focus on developing talent within your team, fostering a high-performance culture, and ensuring each team member has the resources they need to succeed. You will leverage your deep understanding of transactional and strategic sales cycles to guide your team through new customer acquisitions and account management in a hyper-growth environment. Responsibilities Lead, coach, and develop a team of SMB Account Executiv

Fin , now part of Salesforce, is on a mission to help businesses provide perfect customer experiences. Our AI Agent Fin is the highest-performing AI Customer Agent on the market today, enabling businesses to deliver impeccable, always-on customer support across the customer journey, from service, to sales, to ecommerce. Powered by our own AI models, Fin resolves complex customer issues end-to-end across every channel, with minimal set-up and integration. Fin can also be combined with our natively integrated Intercom help desk, giving modern support teams one single system. Together with Salesforce, the #1 AI CRM, where humans with agents drive customer success, we're building the future of customer experience. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword, it's a way of life. The world of work as we know it is changing, and we're looking for Trailblazers who are passionate about bettering business and the world through AI. Ready to level up your career at the company leading workforce transformation in the agentic era? You're in the right place. Agentforce is the future of AI, and you are the future of Salesforce. What's the opportunity? As an SMB Account Executive, you will be a key member of the team leading the growth of our new business. We’re building a world-class sales organization, and the road ahead is going to be very exciting. This is a seat at the centre of the biggest shift selling has seen in decades. You'll be selling AI agents to companies rethinking how their entire customer experience works, which means the conversations are strategic, technical and genuinely interesting. You'll also be using AI every day to run your own territory, from qualification to research to how you read a deal, so you're not just talking about the technology, you're operating on it. As a rapidly expanding business, there is a high degree of opportunity for progression, creativity, and ownership. What will I be doing? Evange

Fin , now part of Salesforce, is on a mission to help businesses provide perfect customer experiences. Our AI Agent Fin is the highest-performing AI Customer Agent on the market today, enabling businesses to deliver impeccable, always-on customer support across the customer journey, from service, to sales, to ecommerce. Powered by our own AI models, Fin resolves complex customer issues end-to-end across every channel, with minimal set-up and integration. Fin can also be combined with our natively integrated Intercom help desk, giving modern support teams one single system. Together with Salesforce, the #1 AI CRM, where humans with agents drive customer success, we're building the future of customer experience. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword, it's a way of life. The world of work as we know it is changing, and we're looking for Trailblazers who are passionate about bettering business and the world through AI. Ready to level up your career at the company leading workforce transformation in the agentic era? You're in the right place. Agentforce is the future of AI, and you are the future of Salesforce. What's the opportunity? As an SMB Account Executive, you will be a key member of the team leading the growth of our new business. We’re building a world-class sales organization, and the road ahead is going to be very exciting. This is a seat at the centre of the biggest shift selling has seen in decades. You'll be selling AI agents to companies rethinking how their entire customer experience works, which means the conversations are strategic, technical and genuinely interesting. You'll also be using AI every day to run your own territory, from qualification to research to how you read a deal, so you're not just talking about the technology, you're operating on it. As a rapidly expanding business, there is a high degree of opportunity for progression, creativity, and ownership. What will I be doing? Evange