Customer Account Executive

About the Role TeamDynamix is seeking a dedicated, driven Customer Account Executive to join our remote Customer Success team. In this role, you will own and grow a portfolio of existing customer accounts with a strong emphasis on revenue expansion. You will thrive in a fast-paced, high-growth environment, skillfully navigating complex customer needs, negotiating commercial outcomes, and consistently delivering value for both customers and the business. The ideal candidate brings a sales-first mindset, proven ability to generate opportunities within existing accounts, and deep experience in ITSM, ESM, PPM, iPaaS, or related workflow technology solutions. - Own and manage a book of existing customers, driving account expansion, and long-term growth. - Partner with customers to develop and execute win-win negotiation strategies that maximize contract value while strengthening trusted relationships. - Identify and map buying influencers, decision-makers, budgets, and purchasing criteria within assigned accounts. - Develop deep expertise in TeamDynamix’s products & licensing models, enabling confident guidance during commercial discussions. - Proactively engage customers to uncover needs for consulting, implementation, and professional services. - Collaborate closely with Solutions Engineers to lead discovery conversations, position solutions, and deliver product demonstrations for expansion opportunities. - Generate and qualify new opportunities within assigned accounts through proactive prospecting and strategic outreach. - Maintain accurate pipeline management, forecasting, and CRM hygiene. About You - Highly competitive mindset: You thrive in environments with aggressive growth targets and bring urgency, persistence, and a drive to win. - Sales-driven and expansion-focused: You enjoy uncovering whitespace and closing meaningful expansion deals. - Personable and credible: You build trust quickly and maintain strong relationships across organizations. - Responsive and reliable: You understand that strong follow-up and consistency drive customer confidence. - Consultative problem-solver: You ask thoughtful questions, listen actively, and align solutions to real business outcomes. - Exceptional team player: You collaborate closely with Sales, Solutions, and Services to deliver a unified customer experience. - Persistent and creative in follow-up: You add value at every touchpoint and stay top-of-mind with customers. About Your Qualifications - Associate degree required; bachelor’s degree preferred. - 3–5+ years of quota-carrying SaaS sales experience with expansion or account management focus. - Highly preferred: Experience in ITSM, ESM, PPM, iPaaS, or related workflow technology markets. - Proven track record of driving expansion sales within existing enterprise accounts, particularly within public sector organizations. - Experience using Salesforce to manage pipeline, forecast revenue, and track customer engagement. - Excellent active listening, critical thinking, and objection-handling skills. - Exceptional time management and organizational abilities. - Team-oriented with a proven ability to collaborate across sales, solutions, and services teams. - Ability to travel multiple times per year. What We Offer - Competitive compensation that reflects employees’ skills and contributions. - Comprehensive health insurance plans. - Wellness programs that promote physical and mental well-being. - Traditional and Roth 401(k) savings options with company match. - Remote-first with flexible working hours. - Prioritized work-life balance, with 15 observed days off in addition to PTO. - Family-friendly policies including paid parental leave. - Paid life insurance, short-term, and long-term disability insurance. - Regular acknowledgement of achievements with recognition programs. - Counseling services and resources for personal and professional challenges. - Transparent communication about company goals, strategy, and performance. - Regular f