Help drive revenue growth for the No-BS CRM company that’s tripling in size.
We’re looking for a driven and strategic Sales Account Executive to join Workbooks and play a key role in accelerating revenue growth. You’ll be responsible for developing existing client relationships and executing a clear territory strategy to meet and exceed sales targets.
This is a hands on role requiring a balance of business development and leadership, with the opportunity to shape how we engage mid-enterprise organisations and position our CRM solutions in the market.
Key responsibilities
New Business Development
- Prospect and generate new business through networking, self generation, events, and marketing campaigns
- Develop persuasive sales approaches and tailored pitches
- Build strong relationships with prospective clients and key stakeholders, including C-level executives
- Identify client needs and position Workbooks’ CRM solutions effectively
- Own and deliver against ARR and professional services targets
- Develop and execute a territory strategy, including account segmentation and prioritisation
- Maintain regular engagement with prospects and customers
- Work closely with the Sales Development Executives (SDR’s)
- Stay up to date with CRM industry trends and competitive positioning
- Work closely with Marketing to create targeted campaigns
- Contribute to sales messaging and collateral
- Represent Workbooks at events, conferences, and trade shows to build brand awareness and pipeline
Sales Management & Operations
- Produce accurate weekly and monthly sales forecasts
- Maintain high-quality CRM data and pipeline hygiene
- Ensure effective deal management and handover processes
- Deliver high-quality product demonstrations aligned with Workbooks standards
- Support and coach SDR’s
Performance measures
- Achievement of ARR targets
- Professional services revenue
- Quarterly objectives and KPIs
- Pipeline value, volume and required stages
What success looks like
Consistently achieving or exceeding revenue targets
Building a strong, sustainable pipeline
Developing high-value client relationships
Contributing to the growth and visibility of Workbooks in the CRM market
Supporting team performance and maintaining high sales standards
Contributing to the growth and visibility of Workbooks in the CRM market
Developing high-value client relationships
Supporting team performance and maintaining high sales standards
Building a strong, sustainable pipeline
Consistently achieving or exceeding revenue targets
Supporting team performance and maintaining high sales standards
Contributing to the growth and visibility of Workbooks in the CRM market
Developing high-value client relationships
Building a strong, sustainable pipeline
Consistently achieving or exceeding revenue targets
Building a strong, sustainable pipeline
Developing high-value client relationships
Consistently achieving or exceeding revenue targets
Contributing to the growth and visibility of Workbooks in the CRM market
Supporting team performance and maintaining high sales standards
Skills & experience
Strong understanding of the full sales cycle, from prospecting to closing, in a SaaS based environment.
CRM Expertise
Solid knowledge of CRM platforms and their business value
Communication
Excellent verbal and written skills
Relationship Building
Ability to develop long‑term, trust‑based client relationships
Problem Solving
Analytical approach to understanding customer challenges and proposing solutions
Negotiation
Confident in closing deals that create mutual value
Strategic Thinking
Ability to develop and execute effective sales strategies
Goal‑Oriented
Driven to meet and exceed targets
Comfortable operating in a fast‑changing environment
Technical Confidence
Able to understand and present software solutions.
Presentation Skills
Strong in delivering engaging demos and proposals
Why work at Workbooks
Workbooks has recently received strategic funding and investment from BGF to accelerate our growth journey for which this role is key. The business is looking to triple in size by 2030, driven by its people and product, and demonstrated through its differentiated offering to the Mid‑Market which has resulted in significant customer loyalty.
To recognise your contribution to this success the company offers the current package:
- Competitive OTE package
- Share Options potential so you benefit from the long term success of the business
- Strong benefits package including 25 days holiday plus your birthday, Life Assurance, Pension scheme, Benefits platform, LinkedIn Learning Account, and Employee Assistance Programme
- Reading office 3 days per week, WFH Wednesday and Friday, Lunch provided on Thursdays.
