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Company Descriptionidea Helix is a global Salesforce consulting partner and tools developer helping businesses improve revenue operations, streamline workflows, and put AI to work. We specialize in Revenue Cloud, Salesforce Industries, and Agentforce, combining proprietary tools with a global team holding over 500 Salesforce certifications.ideaHelix is ISO/IEC 27001:2022 certified for information security.
Role Description: This is a full-time Account Executive role for an ambitious, self-driven sales professional looking to grow in technology consulting and the Salesforce ecosystem. You'll identify new business opportunities, build customer and partner relationships, and develop opportunities through the sales cycle—from prospecting and discovery to proposals and closing. You'll work closely with our consulting, pre-sales, and technical teams to understand customer needs and present relevant ideaHelix solutions. We'll provide guidance, technical expertise, and support as you grow. In return, we're looking for someone who takes ownership of their pipeline, follows through on commitments, proactively seeks help when needed, and holds themselves accountable for results.
Key Responsibilities: Research prospective customers, conduct outreach, and qualify new business opportunities. Lead discovery conversations with support from experienced colleagues and connect customer needs with relevant solutions. Coordinate tailored presentations and demonstrations with pre-sales and technical teams. Build relationships with Salesforce sales teams to identify shared opportunities, collaborate on account planning, and support joint sales efforts. Develop relationships with new and existing customers and identify opportunities to grow accounts. Help prepare proposals, coordinate contract discussions, and support a smooth handoff to delivery teams. Maintain accurate CRM records, pipeline updates, forecasts, and next steps. Continuously build your knowledge of Salesforce technologies, ideaHelix tools, and AI-driven business transformation.
Qualifications:
  • Some experience in B2B sales, business development, account management, customer success, partnerships, or a related customer-facing role.
  • Strong motivation to build a career in consultative technology sales and develop prospecting, discovery, negotiation, and closing skills.
  • A proactive, resourceful approach: you can organize your work, take initiative, and move opportunities forward.
  • Ownership of your goals and commitments, with consistent follow-through and a willingness to learn from feedback.
  • Clear written and verbal communication skills, confidence speaking with customers and partners, and the ability to build trust.
  • Strong organization and time management skills in a remote environment.
  • A collaborative mindset and curiosity about new technologies.
  • Helpful, but Not Required
  • Experience working in the Salesforce ecosystem or with a Salesforce consulting partner.
  • Experience in alliances, partner development, or channel sales, including building collaborative relationships and pursuing shared business opportunities.
  • Existing relationships with Salesforce sales teams or experience supporting joint sales activities.
  • Familiarity with Salesforce CRM, Revenue Cloud, Salesforce Industries, Agentforce, or other automation and AI solutions.
  • Experience in technology consulting, SaaS, or enterprise software sales.
Location: Strong preference for candidates based in California, particularly San Francisco and the broader Bay Area. We welcome candidates early in their sales careers, including those ready to take the next step from a Business Development Representative (BDR), Sales Development Representative (SDR), or similar role into an Account Executive position.

Also on the board Same function, level within a rung

Level

Senior

Location

Madison, WI

Occupation

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industry

Administrative Management and General Management Consulting Services

Posted

today

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