Own two things within our customer base: growing accounts through additional VEO deployments, and ensuring renewals close cleanly and on time
Map the decision-making structure at each assigned client account
Build and maintain direct relationships with senior leaders across our full customer base
Work hand-in-hand with the assigned CSM on each account
Develop tailored expansion proposals for each account
Lead pricing conversations, negotiate terms, and close expansion and renewal agreements
Manage HubSpot opportunity records for all active upsell deals

3–7 years of SaaS sales experience, with meaningful time in an expansion, renewal, or account management role
Meaningful exposure to fundraising, advancement, or development — either as a practitioner (gift officer, development director, annual giving manager) or through sustained sales experience selling specifically into higher education, nonprofit, or healthcare advancement offices
Demonstrated ability to build relationships with VP and C-suite buyers
Track record of closing upsell or expansion deals
Emotional intelligence to navigate a two-relationship structure
Strong written and verbal communication
Experience presenting to executive leadership teams
HubSpot or equivalent CRM proficiency
Available for occasional travel to meet our customers at conferences and industry events

Account Executive, Expansion & Renewal

Key skills