Account Executive

organization summary

About Sockeye

Sockeye is a Sage Intacct Premier Partner and a member of Sage Intacct President’s Club. Sockeye has been recognized as Growth Partner of the Year for two consecutive years in a row. We leverage technology and deep partnerships with our clients to improve business operations and finance outcomes. At Sockeye, we believe in a positive work-life balance, which promotes healthy lifestyles that allows our team members to grow both professionally and personally.

position summary

Account Executive

The Account Executive (AE) will be responsible for developing technology solutions and strategies for clients and ensure the growth of the managed services revenue stream and project revenue stream by facilitating the sale of opportunities, ensuring project services through accurate proposal development and pre-sales design.

Additionally, the AE is responsible for managing an assigned group of clients for Sockeye. This position will work with the Sales Manager to deliver exceptional experiences to Sockeye’s existing customer base.

Sockeye Team Member Expectations: 

  • Works and lives by Sockeye’s Core Values:
    • Believe It's Possible.
    • Live with Integrity.
    • Empower to Succeed.
    • See the Big Picture.
    • Value Your Work.
    • Challenge the Status Quo.
  • Contributes to and supports Sockeye's Mission & Objectives.
  • Demonstrates Hunger - self-motivated, hardworking, seeks knowledge/growth.
  • Demonstrates Humility - defines success collectively, shows confidence and lacks ego.
  • Demonstrates People Smarts - interpersonal awareness, great listener, engaging.
  • Proactive communication.
  • Holds yourself accountable for deliverables and deadlines.
  • Provides timely and meaningful feedback to all team members.
  • Active participant in chats & discussions.

Essential Functions:

  • Prospect, identify, and sell to leads to grow account base and market share.
  • Convert inbound sales leads into sales opportunities.
  • Collaborate with Sockeye team to identify and grow opportunities.
  • Convert existing client base on existing ERP systems to Sage Intacct.
  • Work closely with the sales team to prepare and present onsite or online presentations that showcase Sockeye's services and products to existing clients.
  • Generating quotes, proposals, and contracts for prospects and existing customers.
  • Negotiate contracts and close agreements to maximize profits.
  • Develop trusted adviser relationships with key accounts, stakeholders, and executive sponsors.
  • Attend weekly sales meetings and ensure sales opportunities are kept up to date.
  • Build/Maintains knowledge base of each client's business, organization, and objectives.
  • Assist with challenging client requests or issue escalations as needed.
  • Additional assignments as requested by management.

Job Specifications:

  • In-depth knowledge and experience of construction accounting and accounting software.
  • Remains on the forefront of emerging industry practices.
  • Optimistic attitude with passion for sales and commitment to client success.
  • Ability to present ideas and solutions in the language and to the level of the audience.
  • Delivers engaging, informative, well-organized presentations.
  • Demonstrate a combination of creative, technical, and analytical skills that provide innovative and flexible solutions for our clients.
  • Maximize customer-facing activities with the ability to listen, understand, and communicate strategic solutions, utilizing effective discovery techniques to uncover sales opportunities.

Leadership Functions:

  • Deliver innovation and aligned results.
  • Suggests and designs internal process improvements.
  • Participates in the interview process for potential new employees.
  • Contributes to the mentorship, training, and onboarding process of team members.
  • Participate in department goals and track progress towards meeting those goals.


  • BA or BS degree or equivalent combination of relevant education and experience.
  • 5 years of ERP software technical or sales experience.
  • Construction Accounting Experience or industry knowledge.
  • Sage Intacct Experience (strongly preferred).

physical demands:

  • Must be able to sit, type, answer phones, write correspondence and drive
  • Endure various physical movements throughout the work areas
  • Minimal, occasional travel


  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Retirement Plan
  • Paid Time Off
  • Work/life Balance
  • Remote Availability

interested in joining sockeye's team?

Sockeye is an Equal Opportunity Employer

Sockeye is a business software consulting company that focuses on implementing, customizing, and supporting Microsoft’s Dynamics line of business software applications and Sage Intacct Financial Management Solutions. 

Our collective skill set is diverse with extensive experience in business analysis, systems design, application development/customization, training and documentation, platform integration, implementation, administrative/end user support and more.

Sockeye Team at Office