SMB Account Executive (Grassroots) at FreeWill
Job Description
Key Skills Required
Master these to land this role
Want to know if you're a match for this job?
FreeWill is seeking an SMB Account Executive (internally known as a Grassroots Account Executive) to be a leading force that fuels our mission to provide the FreeWill platform to nonprofits to raise $1T.
The Account Executive position is responsible for revenue generation through strategic relationships with nonprofits. You will identify net-new opportunities within an assigned territory of accounts. We are a customer-centric sales team where your daily responsibilities will include:
- Prospecting and booking new meetings
- Conducting discovery with new prospects
- Communicating via phone, email, and teleconference
- Demonstrating thought leadership and platform solutions to advance sales
- Negotiating contract terms and customer pricing during the sale
- Preparing proposals, presentations, and contracts resulting in closed-won deals
- Developing strategic plans to drive sales within your territory
We are looking for proven experience with prospecting that results in 3-5 new meetings per week. Experience with managing a $500K pipeline at all times and closing $100K ARR quarterly while navigating a buying process where C-Suite decisions are the norm. Candidates should be able to demonstrate actual performance against past quotas. We expect the responsibilities to sometimes shift, and aim to hire an individual who is comfortable moving quickly in a fast-paced and/or startup environment. The right candidate will be an energetic person with passion and innate drive to excel at any task. We are also looking for someone who is able to learn different customer profiles/personas through team collaboration and self-started learning.
Responsibilities
- Execute a sales process through discovery, solution, pricing, negotiation, and close
- Participate in brainstorming, team meetings, and client meetings, researching and assisting with program development for new prospects
- Collaborate with Sales Development Reps to prospect for new business
- Illustrate the value of products and services to create growth opportunities; compile and analyze data to identify trends
- Become an expert in the FreeWill platform and the broader nonprofit fundraising landscape
- Stay current with changes and developments in the nonprofit industry, including gathering competitive information on products and services, and sharing this information with the product development, marketing, customer service, and executive teams
- Manage complex contract negotiations and work with legal counsel as required
- Meet quarterly sales objectives
- Act with FreeWill’s values of focus, joy, kindness, and courage
Qualifications
- 2+ years of successful Account Executive experience in a startup SaaS company with multiple products
- Experience selling to nonprofits is a plus
- Experience leading your own product demos
- Experience handling negotiations and contract signing
- Experience managing your own prospecting
- Ability to make a strategic decision and run with it
- Ability to understand data and make data-driven decisions
- Smart, tenacious, and kind, with a growth mindset
Benefits
In addition to the immense personal and professional satisfaction you’ll gain from helping to raise $1T for high-impact nonprofits in a kind and joyful work environment, full-time employees at FreeWill are eligible for the following benefits:
- Work from home
- Flexible Paid Time Off policy
- Flexible hours
- Competitive salary
- Commuter benefits
- Company stock options
- 401k
- Medical/Dental/Vision (some single coverage medical plans are 100% employer paid, subsidized rates for spousal, parent-child, and family coverage)
- Short-term and long-term disability insurance
- Life and AD&D insurance
- Free One Medical membership
- Paid parental leave for all parents
Perks
- Regular (virtual) team events
- $250 monthly co-working budget which can be used for local co-working spaces and your home wifi bill
- $300 annual budget to outfit your home office or cover utility bills
- $1,000 referral bonuses for growing our FreeWill community
- $800 annual professional development budget
- Claude (AI Assistant) company/team account
How would you rate this job post?
See what other professionals think about this role.
Similar Opportunities
Director of Commercial Operations
Karius
Canada
United StatesSales Engineer (UK) - Enterprise Security
Artemis Security
LondonDirector, Business Development & Community Relations
WelbeHealth
Canada
United StatesContent Strategist (Account Strategist, Content & SEO) - B2B Marketing Agency
Directive
CalgaryMore Openings at FreeWill
Explore Top Companies in this Space
Mercer Advisors
Wealth Management & RIA Services / Financial Planning & Family Office / Tax & Estate Advisory / Institutional Financial SaaS
Mitek Systems
Computer and Network Security / Enterprise Software / Financial Services Technology / AI
Guidelight Health
Hospitals & Health Care / Mental Health Services / Behavioral Healthcare / Outpatient Care
Curri
Technology / Logistics / Transportation / Industrial Supply Chain
FreeWill
View Company ProfileFreeWill (operating at freewill.com) is a socially driven estate planning platform engineered for accessibility and charitable impact. Founded in 2016 and headquartered in Concord, CA, FreeWill redefines traditional will-making by offering a free, legally valid online tool that eliminates barriers to estate planning. Unlike conventional services that charge fees or require complex legal processes, FreeWill simplifies the creation of last wills and testaments while subtly encouraging charitable giving. Under the hood, the platform leverages user-friendly digital forms and legal safeguards to ensure documents meet state requirements, while its business model—supported by nonprofit partnerships—funds the service without hidden costs. This allows individuals to draft and execute their wills effortlessly, with the added benefit of directing assets to charitable causes, having already facilitated over $13 billion in charitable commitments. Backed by a $42.3 million funding round, including a $30 million Series B, FreeWill positions itself at the intersection of philanthropy and technology, empowering donors to make meaningful, non-cash contributions with ease.
Safety First
- Never pay for a job application.
- Do not share sensitive bank info.
- Verify the client before starting work.

