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Cloud • eCommerce • Information Technology • Professional Services • Software
Manage and grow an installed customer base through renewals, upsells, cross-sells, and expansion opportunities. Analyze customer usage and contract data to identify whitespace, maintain accurate CRM and forecast records, negotiate renewals, and partner with Customer Success, Support, Professional Services, SDRs, and Solution Consultants. Advise clients on EDI and B2B integration best practices while using AI tools for account analysis, prioritization, outreach, conversation intelligence, and forecasting.
Top Skills:
Ai ToolsB2B IntegrationCleo Integration CloudCRMEdi
Cloud • eCommerce • Information Technology • Professional Services • Software
Own the full B2B sales cycle for Cleo Compliance Edition, from prospect research and discovery through demonstrations, proposals, negotiation, closing, forecasting, and customer handoff. Advise vendors and suppliers on EDI compliance, collaborate with internal teams and partners, manage campaigns and accounts, maintain CRM accuracy, and meet pipeline and quota targets. The role requires WebEDI knowledge, AI fluency, strong communication, and 30% travel.
Top Skills:
AICRMEdiSaaSSales Engagement PlatformsWebedi
Cloud • eCommerce • Information Technology • Professional Services • Software
Own strategic customer relationships, account plans, expansion revenue, renewals, negotiations, and executive stakeholder engagement. Lead complex sales cycles, monitor account health, conduct business reviews, maintain CRM and forecasts, and collaborate with Customer Success, Support, Professional Services, SDRs, and Solution Consultants. Apply AI responsibly for account research, opportunity prioritization, communication, pipeline management, and sales productivity. Travel is required approximately 30% of the time.
Top Skills:
AIB2B IntegrationCRMEdiSaaS
The Account Executive is a part of Cleo's first-class Sales Team and becomes a product knowledge expert while focusing on selling directly to new and current clients, building pipelines, and identifying key client needs to drive sales growth. You'll leverage AI-powered sales tools and ecosystem insights to prioritize your pipeline, personalize outreach, and close deals faster. We are looking for candidates eager to drive their business, set ambitious goals, and speak fluently about how AI and automation are reshaping supply chain and B2B integration. Cleo is a growing Ecosystem - we want the best and brightest on our team.
What You Will Be Doing
Your Qualifications
A Few Things We Have to Offer
What You Will Be Doing
- Educate and advise clients to build strong, trustworthy relationships with Cleo customers
- Execute 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
- Work with SDRs and Account Managers to devise a program that meets client needs and budget
- Negotiate with clients, solve problems, and make sure deadlines are met
- Check and report on client Cleo program progress
- Use AI-driven analytics and intent data to identify high-propensity accounts and prioritize outreach efforts
- Leverage Cleo's AI-powered platform insights to tailor solution narratives that resonate with each prospect's specific supply chain and integration challenges
- Collaborate with internal teams to surface AI-generated signals that help anticipate client needs and accelerate deal progression
Your Qualifications
- Bachelor's degree required
- Prior experience in an SDR, BDR, or inside sales role
- Must have EDI experience in the B2B SaaS industry
- Must be willing to travel 30-40% 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
- Adhere to a strong work ethic and sense of commitment
- Enjoy learning about the IT industry
- Familiarity with AI-assisted sales tools (e.g., Gong, Clari, Salesforce Einstein, or similar) to manage pipeline health and forecast accuracy
- Comfort using AI tools for research, prospecting, and communication to maximize efficiency and output
- Curiosity about how AI and automation are reshaping supply chain, EDI, and B2B integration - and the ability to speak to those trends confidently with prospects
A Few Things We Have to Offer
- $90,000 to $120,000 Base Salary + commission opportunity
- 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
- Representing a company with 4,000+ clients and a 99% retention rate
- Accelerated title and salary growth potential
- A fun and energetic work environment that makes you excited to go to work every day
- Access to cutting-edge AI sales enablement tools to help you hit quota smarter, not just harder
Cleo Chicago, Illinois, USA Office
111 W. Jackson , Chicago, IL, United States, 60604
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