Note: The job is a remote job and is open to candidates in USA. Phin Security is a leading independent provider of clinical and business software for eye care practices, and they are seeking a modern SaaS Account Executive to own a territory and win new clients. The role involves managing the full sales cycle for Crystal PM software and collaborating with various teams to drive growth and efficiency in optometry and ophthalmology practices.
Responsibilities
- Prospect into potential new clients
- Own the full sales cycle for Crystal PM software (discovery through close)
- Run structured discovery and deliver tailored, outcomes-based demos
- Build value narratives tied to efficiency, patient experience, and sustainable growth
- Maintain accurate forecasting + spotless Salesforce hygiene (no surprises)
- Position the full Crystal suite (Software, Schedule Your Exam, add-ons)
- Introduce Crystal Payments at the right time and coordinate warm handoffs to the Payments team
- Hit speed-to-lead SLAs (respond to inbound within 1–2 hours)
- Partner closely with Marketing, Payments, Customer Success, and Partnerships
- Travel to industry events/trade shows and follow up on leads within SLA
Skills
- 3–6+ years quota-carrying SaaS sales experience
- Strong consultative discovery + demo skills (SMB/healthcare-adjacent a plus)
- Salesforce proficiency
- Coachable, collaborative, emotionally intelligent
- AI Fluency to accelerate efficiency and effectiveness
- Vertical SaaS / healthcare / optometry experience
- Curiosity around AI tools
Company Overview