Road Map:  

The Enterprise Account Manager role is a critical customer-facing role within the Fleetworthy Sales Team which partners with our key clients on fleet strategy, optimization, and growth opportunities. As a trusted advisor, the Account Manager is responsible for driving solutions and a superior customer experience in alignment with our Customer Success Team to cultivate strong relationships across fleet functions and roles. Our goal is to establish a referenceable customer base through raving fans that are maximizing the value of all that Fleetworthy has to offer!   

What Your Ride Will Look Like:  

• Expand revenue from the existing customer base by strategically providing a fantastic experience and upselling/cross-selling by being inquisitive, understanding the customers’ needs, and applying a partner-based approach to sales   

• Achieve sales targets, maintain, and develop a strong pipeline of opportunities from existing customer base   

• Build a strong understanding of client and industry segmentation, behavior, and insights to drive customer lifetime value   

• Ownership of customer engagement including customer upsell/cross-sell and renewals   

• Establish, manage, and grow value-based relationships though exceptional communication and follow through to ensure customer satisfaction, resulting in high customer retention   

• Serve as voice of the customer to prioritize feature requests and platform improvements during product discussions to improve our business solutions using the customer feedback loop   

• Responsible for account growth, upsell and cross-sell, and renewals. 

• Educate clients on new features, assist with extending their utilization, obtain customer feedback regarding new features/capabilities and overall satisfaction through customer surveys, interviews, and focus groups.   

• Actively drive customer references and case studies  

• The desire to exceed expectations   

Show Off What You Have:  

• 5 to 7 years of experience with a proven ability to produce in an enterprise role.  

• Ability to navigate complex sales with stakeholders across executive, management, and operational roles. 

• Excellent interpersonal skills with the ability to effectively collaborate with internal and external stakeholders   

• Customer-first mindset   

• Ability to understand customers’ needs, manage client expectations, and connect value on a consistent basis through a thorough understanding of our strategies and solutions. 

• Strong work ethic and ability to manage high levels of volume across multiple customers and projects, with varying degrees of priorities, while fostering retention and loyalty in a fast-paced environment   

• PowerPoint, Word, and Excel skills are a plus   

• Salesforce or other CRM platform experience preferred   

• Excellent verbal and written communication skills   

• Ability to leverage your creativity, intellect, and results-oriented attitude   

• Prospects, qualifies and generates sales to achieve monthly/quarterly sales quotas. Research and contact prospects to identify key contacts, qualify, and drive leads through the sales pipeline.
• Engages prospects through consultative sales practices & programs identified by Sales Management.
• Identifies and closes additional purchases of products and services.
• Works closely with Customer Services.
• Engages in technical discussions with potential clients through demonstrations and presentations.
• Remains knowledgeable and up-to-date on changes and developments in Fleetworthy's scope of business.
• Keeps management informed of all activity, including timely preparation of reports.
• Knowledgeable on Fleetworthy products and services as well as customer needs and requirements.
• Team with other associated sources where opportunity may exist to build a

• 2+ years of B2B experience with inside sales preferably selling Saas
• Proven track record of successful phone sales
• Excellent verbal and written communication skills
• Strong listening and presentation skills
• Ability to multi-task, prioritize and manage time
• Persistence
• Technology expertise; CRM systems, MS Office products
• Excellent interpersonal and customer service skills
• Ability to work independently as well as in a team
• Ability to travel +/- 20%
• Associate degree; bachelor's preferred
• Consistently demonstrate Fleetworthy Values and Competencies

About the Role 

We’re looking for a highly motivated, analytical Sales Operations Specialist to join our growing team. This role sits within Revenue Operations and partners closely with Sales, Sales Enablement, Marketing, IT, Finance, and Customer Experience to improve operational efficiency, strengthen data integrity, and scale our revenue systems. You’ll be a hands-on Salesforce power user/admin who also loves connecting systems, improving processes, and applying automation/AI to help teams sell smarter. 

This is an ideal role for someone who is detail-oriented, curious, and eager to build best-in-class workflows and reporting across a modern GTM tech stack. 

What You’ll Do  

Lead CRM Data Hygiene & Governance 

• Drive ongoing data hygiene efforts including de-duplication, enrichment, lifecycle management, and compliance. 
• Establish and maintain data standards, field definitions, and operational guardrails in partnership with cross-functional teams. 
• Ensure pricing, products, and contract-related records are accurate and accessible for leadership. 

Drive CRM, Automation, and AI Improvements that Move the Needle 

• Support Salesforce workflows, automations, and user experiences that increase seller productivity and data quality. 
• Identify high-impact opportunities for AI-enabled enhancements (e.g., routing, enrichment, activity capture, pipeline hygiene, forecasting support). 
• Partner with stakeholders to translate business needs into scalable system solutions. 
• Support integration troubleshooting, monitoring, and documentation to ensure reliable data flow and clean handoffs between systems. 

Build Reporting, Insights, and Operational Confidence 

• Create and enhance Salesforce reports and dashboards to support pipeline visibility, activity tracking, funnel performance, and operational KPIs. 
• Support BI workflows and stakeholder reporting needs (e.g., Power BI). 
• Collaborate with data teams on data transformations/queries as needed (SQL-heavy environment). 

Project & Change Management + Enablement Partnership 

• Drive planning, prioritization, and delivery of RevOps system projects and enhancements. 
• Partner with Sales Enablement to monitor adoption, launch improvements, and deliver training and communications. 
• Build and maintain process documentation, tool training materials, and integration documentation. 
• Support user onboarding/offboarding across the revenue tech stack and maintain internal knowledge articles. 

Additional Revenue Operations Support 

• Maintain pricing and contract records in Salesforce and systems like LinkSquares (and/or DocuSign). 
• Perform other Revenue Operations and data-related tasks as needed.  

What You’ll Bring (Requirements) 

• 3+ years in a Revenue Operations / Sales Operations function with a focus on systems, process, and business operations. 
• Salesforce Administrator experience (3+ years) including configuration, customization, automations/flows, reports, dashboards, and security/access fundamentals. 
• 1 to 3 years of experience using AI tools (Clay, ChatGPT/Claude) to automate go to market tasks and build agentic workflows.
• Strong working knowledge of Salesforce Sales Cloud (bonus for Revenue Cloud and/or Service Cloud). 
• Strong working knowledge of SQL (comfort writing queries to validate, troubleshoot, and analyze GTM data). 
• Strong proficiency with Excel (advanced formulas, pivot tables, data visualization). 
• Experience supporting and/or owning system integrations (APIs, middleware concepts, data mapping, sync behavior, error handling). 
• Experience with BI and reporting tools such as Power BI (or equivalent). 
• Strong project management skills: scoping, prioritization, documentation, stakeholder alignment, and execution. 
• Excellent interpersonal and communication skills, able to explain technical concepts to non-technical stakeholders. 
• Ability to thrive in a fast-paced environment with multiple priorities and evolving requirements. 
• A builder mindset: curiosity, strong ownership, and a passion for learning new technologies.  

Preferred Qualifications (Nice-to-Have) 

• Experience with Databricks (or modern data platforms/warehouses). 
• Experience with SOQL tooling and admin accelerators (e.g., Salesforce Inspector, Workbench, AppExchange tools). 
• Familiarity with data enrichment and routing best practices.  

What Success Looks Like 

• Salesforce is trusted: cleaner data, fewer duplicates, consistent definitions, and better governance. 
• The revenue tech stack “just works”: integrations are stable, documented, and easy to troubleshoot. 
• Sellers and leaders have clear visibility: dashboards and reporting are adopted and actionable.