Founding Account Executive

Copilot LogoCopilot

Date Posted

20 Jan, 2023

Salary Offered

Not Specified

Job Type

Full Time

Experience Required

3+ years

Remote Work


Stock Options



1 available

Learn about us and our openings here.

About the role

As the first account executive at Portal you will work closely with the head of sales, be a critical part of our core team, and have a huge influence over the direction of the company. Your focus will be doing demos and closing deals. As an early business hire, you'll also have the opportunity to get involved in many other areas — support, success, sales development, marketing, and much more. This is a great role for someone entrepreneurial that excels in environments with lots of ambiguity.

Who you are

  • You have good values.  You have high integrity. You understand why diversity matters and make others feel like they belong.

  • You're curious. Your focus is closing deals but you aren't afraid of doing adjacent work too— sales development, success, support, sales forecasting, etc.

  • You're hardworking.  You understand that building a category-defining company requires people that work smart and that also work hard.

  • You're experienced.  You have 2+ years experience working in a closing sales role.

  • You're a self-starter.  You like to try new things and thrive in the unknown.

  • You're resilient.  You adapt quickly to new information and aren't afraid to try 10 things that fail to find 1 thing that really works.

  • You're organized.  You're familiar with modern sales tools and keep pipelines organized. You understand the value of playbooks and constantly try to improve processes.

  • You're an incredible communicator.  You know how to give presentations and demos that blow people away and are an effective written communicator.

What you'll do

  • You'll manage the inbound pipeline.  You'll keep track of the inbound pipeline and handle opportunities from first contact to close. You'll also use our internal tools to stay abreast of usage from self-serve sign ups so that you can proactively reach out to potential high-value customers.

  • You'll manage the outbound pipeline.  You'll create an outbound plan for high-value targets and handle opportunities from first contact to close. You'll have the support of an SDR for this work.

  • You'll present.  You'll do phone calls and demos with customers and become an expert at pitching Portal.

  • You'll setup tracking systems.  Sales gets messy quickly when you're not rigorous about tracking. You'll be responsible for keeping the CRM clean.

  • You'll define automations.  While you might start off doing things manually, when something works you'll work with our engineering team to setup automations so that you can work on higher-leverage work. You’ll be a part of the decision making process for new tools.

  • You'll learn about startups. Aside from your core work, you'll have the opportunity to get involved in other areas - marketing, growth, support, ops, etc.

About Copilot

Copilot Logo

Shopify for Professional Services Businesses

Company Size: 11 - 50 People
Year Founded: 2020
Country: United States

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