Job description
Company Description
At Casebook PBC, our software makes people’s lives better. We are committed to empowering community well-being through adaptive, research-based, and practice-driven technology. Designed to “help the helpers,” our innovative and award-winning SaaS solutions enhance outcomes in human services. We continually expand and evolve the Casebook Platform, aiming to support more agencies and inspire industry-wide innovation.
We are dedicated to fostering a multicultural, unprejudiced, and welcoming workplace where everyone feels included and valued. We believe that different perspectives, backgrounds, and experiences strengthen our ability to innovate and serve our clients effectively. Every employee is respected and empowered to contribute at their highest potential. Our commitment goes beyond providing opportunities—we actively create an environment where everyone has the support, resources, and recognition they need to thrive.
Job Description
💡 Location: This is a remote US-based role.
Candidates must be authorized to work in the US and live in or near their territory.
About the Revenue Team
At Casebook, our Revenue team is the engine behind growth and client success. This team of driven and customer-focused professionals partners with organizations to understand their needs and deliver tailored solutions that empower their missions. Through strategic sales, consultative partnerships, and data-driven insights, they drive new business, retention, and expansion. Their work ensures Casebook continues to grow sustainably while creating meaningful impact for human services organizations.
Your Impact
As a Software Account Executive, you’ll play a pivotal role in building and delivering sustainable growth across your assigned region. You’ll collaborate with a diverse, high-performing team including sales development reps, marketing, and customer success professionals to support the full sales cycle. Your focus will be on engaging human services agencies and nonprofit organizations to expand Casebook’s impact.
What You’ll Do (Responsibilities)
Share the benefits of Casebook’s products with prospective customers in the Northwest sales territory (Northwest U.S. and adjacent Canadian provinces/territories).
Target local and state government agencies, SMB nonprofits in human/social services, and Tribal government organizations.
Develop and execute a territory plan to achieve the revenue necessary to attain quota.
Generate leads through outreach and relationships, and follow up on marketing-qualified leads.
Build and maintain a healthy sales pipeline, providing accurate sales forecasts.
Establish strong business relationships with nonprofit and government leaders.
Drive sales opportunities from initial outreach through close.
Stay informed about market trends and competitor activity.
Maintain up-to-date records in CRM (currently Hubspot).
Travel up to 10% for conferences, client, or internal meetings (some may occur on weekends).
Qualifications
What You Bring (Skills and Experience)
Dedication to the success of our customers
Proven track record of success, preferably in the nonprofit, government, or education market. Experience selling into human services/social services organizations is preferred, as is SLED sales experience.
Strong presentation skills and the ability to communicate professionally with directors and c-level employees in Casebook’s target market.
Team players > lone wolves
1+ years of nonprofit or government sales experience or a combination of experience in sales and work in our target market (required)
Unrestricted access to an internet connection of at least 25 Mbps during standard (local) business hours and access to a home office or dedicated workspace.
BA/BS or equivalent education and/or work experience.
💡 Why Join Casebook?
Great Place to Work Certified: We’re proud of our collaborative and supportive culture.
Competitive salary and benefits package.
Professional growth opportunities.
The chance to make a real difference by supporting those who help others.
💵 Compensation: $70,000 - $82,500 Base Salary + Commissions + Benefits
🎯 See Casebook in action
Demo of Casebook: https://play.goconsensus.com/ac9bc58df
Additional Information
In addition to salary and sales commission, this position includes a full benefits package including employer funded health insurance for you and a spouse, 401k, and three weeks vacation time.
