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CallRail

Account Specialist

CallRail

. Work with highest-value customers, including healthcare, legal, financial services, and real estate .

Posted 10/2/2026full-timeAtlanta • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in solution-selling and account planning, with a proven track record in exceeding sales quotas in software sales. Proficient in leveraging AI technologies and tools like Salesforce and Google Suite to enhance sales processes and customer engagement.

Highest-signal resume keywords
Software Sales ExperienceSolution-Selling ExpertiseAccount PlanningSalesforce ProficiencyAI Technology Adoption

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
B2B SalesQuota ExceedingForecastingPipeline ManagementProduct Demonstrations
Soft Skills
Written CommunicationVerbal CommunicationTeam CollaborationIndependent WorkAdaptability
Tools & Technologies
SalesforceGoogle SuiteOutreachAI Platforms
Certifications & Qualifications
BA/BS
Industry Keywords
HealthcareLegalFinancial ServicesReal EstateMarketing Technology

About the role

Key responsibilities & impact
  • Work with highest-value customers, including healthcare, legal, financial services, and real estate
  • Conduct product demonstrations and implementation calls
  • Sell CallRail's full suite of products and services to inbound leads
  • Conduct product demos for prospects and convert them to free trials
  • Implement net new leads with CallRail’s suite of products and convert them to customers
  • Uncover business initiatives and pain points and map them to solutions
  • Research and understand various lines of business and personas
  • Sell on value and return on investment rather than technical functionality

Requirements

What you’ll need
  • Proven track record of exceeding quota as a software Account Executive
  • 2 years of software sales experience as an Account Executive; strong preference for marketing technology sales done over Zoom
  • Experience with high volume B2B sales is a huge plus
  • Amazing written and verbal communication skills
  • Expertise in solution-selling, account planning, and forecasting/pipeline management
  • Experience with Outreach is a plus
  • Proficiency using Salesforce and Google Suite
  • Can work as part of a team and/or independently
  • Knows how to navigate a fast-paced environment
  • BA/BS strongly preferred
  • Continuous adoption of AI technologies is essential to this role; expected to leverage AI platforms to streamline operations, solve complex problems, and stay ahead of industry benchmarks

Benefits

Comp & perks
  • Healthcare (one option covered at 100% for employees), Dental & Vision Coverage
  • Competitive HSA with company matching
  • Paid parental leave
  • Flexible vacation policy
  • 401K options with company dollar-for-dollar match
  • Employee stock options available from day one
  • $2,000 annual educational allowance
  • Catered lunch every Tuesday * an in-office perk
  • MARTA transportation or office parking expenses covered
  • Employee charitable donation company match, up to $500 annually
  • Regular company outings and events
  • Hybrid work options with $500 office stipend to set up your home office
  • Designated bike storage