Sales Account Executive

We are on a mission to build a better world by democratizing estate planning and increasing planned giving. Our software-as-a-service technology platform enables the world’s most inspiring nonprofit organizations to dramatically amplify bequests, while empowering people to create more impactful legacies. We invite you to join our fun, creative, fast-growing team for what is a very exciting ride.


  • Develop comprehensive expertise in the Giving Docs product and value proposition
  • Meet or exceed sales revenue targets via prospecting, pipeline funnel management, proposal development, and meeting management
  • Meet or exceed sales activity goals related to demo pitches, proposals, and signed contracts
  • Conduct prospect research and compile key insights to inform sales pipeline
  • Identify, contact, and schedule meetings with qualified sales prospects
  • Bring or develop expertise in using our CRM system, HubSpot, to manage the sales process
  • Manage data quality, reports and dashboards, workflows, proposal and pitch development, email follow up, and other tasks related to a successful sales operation
  • Lead logistics on key sales events, including webinars, industry conference sponsorships, in-person sales meetings, and/or speaking engagements, including tracking deadlines, and
  • Partner successfully with internal team and external partners to identify and close new business opportunities
  • Balance the needs of the business, prospective customers, current customers, and the internal team in all situations

About You

  • 5+ years of direct experience in B2B technology sales; experience in nonprofit, education, business, legal, and/or other relevant sectors a plus
  • Documented track record of successfully hitting sales targets and managing a pipeline
  • Excellent written and verbal communication skills, and comfortable interacting with sales leads
  • Exceptional attention to detail; loves a to-do list and managing tasks
  • Tech savvy, comfortable working in databases, and familiarity with CRM tools
  • Knowledge of G Suite tools
  • Creative, resourceful, and hungry to learn and succeed
  • Familiarity with sales tools, processes, and technology
  • Capability to perform administrative support functions flawlessly
  • High degree of empathy, with a demonstrated ability to listen carefully to and engage meaningfully with a wide variety of stakeholders
  • Desire to not merely meet customer expectations, but seek opportunities to delight
  • Excellent at working within teams to achieve ambitious goals
  • Highly energetic, enthusiastic, and engaging with all stakeholders
  • Comfortable moving quickly in a fast-paced start-up environment
  • High bar for quality, rigor, and integrity in your own work, as well as your colleagues'
  • Smarts, tenacity, fortitude, and drive to both uncover creative solutions to existing projects, and to help bring projects to fruition

Salary and Benefits

  • Base salary of $80,000 with OTE of $160,000 and uncapped performance-based commission
  • Remote work environment with flexible hours- we are family friendly!
  • Budget for home office needs
  • Flexible and unlimited paid time off, in addition to over 13 official company holidays
  • Medical, dental, and vision benefits
  • Medical travel benefits, if needed healthcare for you or your dependents is not available locally
  • Flexible Spending Accounts
  • 401k retirement saving plan, with employer match
  • Supplemental life insurance
  • Stock options
  • Paid family leave and paid parental leave
  • Team learning, professional development, and team travel opportunities

All positions are part of our generous benefits package which include:

  • Opportunity to work remotely and with flexible hours- we are family friendly!
  • Flexible and unlimited paid time off
  • Health/Vision/Dental benefits
  • 401k
  • Equity
  • Monthly team learning and professional development opportunities

Equal Opportunity

Giving Docs is an equal opportunity employer, and we are committed to building and fostering a diverse, equitable, and inclusive team. We work with some of the largest and most inspiring organizations in the world, which lead initiatives focused on people of different identities and backgrounds in different ways. We believe we are stronger and most effective with a diverse team leading the charge. People of color, LGBTQ individuals and people with disabilities and/or underrepresented backgrounds are strongly encouraged to apply.

We are excited to learn more about what you would bring to our team. If interested, please email us at with a brief cover letter and resume.