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Clientbook

Account Executive

Clientbook, Lehi, Utah, United States, 84043

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Clientbook is the leading clienteling and sales tool built for retail with a deep focus on the jewelry industry. We understand what actually happens on a sales floor: appointments, follow-up, life events, and the daily habits that drive revenue. We’ve helped thousands of jewelry stores and luxury brands increase sales and retain existing clients. When it comes to retail, we’re their biggest champion.

Here is where you come in.

We’re looking for a Full Stack Account Executive (SMB + Mid-Market) with a sales automation focus. We have a stable customer base and are focused on building new automation that will strengthen our position in jewelry and make it easier to expand into additional retail verticals over time. This position is a front-row seat to that growth, with real ownership and a clear path into bigger roles.

The role in one line Carry a quota, run high-quality demos, and build the automation that makes follow-up faster and closes happen quicker.

What you will own. Sales and Revenue

Own a

$60,000 monthly bookings quota

across

prospects, upsell, and win-backs , with aggressive stretch compensation for high attainment.

Manage and close opportunities primarily with retailers

under $10M , and support larger opportunities with the VP of Business Development.

Run the majority of discovery calls and demos, with VP support on key moments and strategic closes.

Execute a disciplined demo-to-close motion with the goal of closing qualified opportunities within

5 business days

after demo completion.

Automation and AI Execution

Develop and manage AI-enabled inbound and outbound motions for prospecting, upsell, and win-backs.

Constantly improve systems and workflows so follow-up happens automatically, consistently, and with quality.

Operate inside core tools daily: Salesforce and a sales engagement platform like Outreach (or similar). Experience with Clay or comparable enrichment/workflow tools is a plus.

Team and Trade Shows

Work closely with

Brelynn (Sales Operations Manager)

to keep Salesforce clean, tighten the motion, and improve conversion and speed metrics.

Represent Clientbook at trade shows and execute pre-show outreach, booth conversations, and disciplined post-show follow-up.

What you need to bring to the table. We are looking for someone who is hungry for success and gets stuff done. Our team values

1-4 years in a B2B sales role with real customer conversations (BDR, SDR, AE, or similar)

Strong written and verbal communication

CRM discipline (Salesforce experience strongly preferred)

Comfortable learning technical workflows and explaining them simply.

This is a strong fit if you are:

A self-starter who likes ownership, clear goals, and direct feedback.

Comfortable running customer conversations and asking for next steps.

Naturally organized and process-driven, not just “good with people.”

Curious about AI tools and motivated to test, measure, and improve workflows.

Medical, dental, disability, life, and other insurance offered

Flexible PTO & paid holidays. When you are ahead of plan and coverage is solid, we support taking time away.

Maternity/paternity leave

Company swag, stocked food, game room, gym

Free Quick Quack car-wash subscription

Clientbook is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Seniority level

Entry level

Employment type

Full-time

Job function

Sales and Business Development

Software Development

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