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Software Sales Specialist

CoralTree, Inc
San Jose, CA
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

CoralTree is an agile SaaS company based in San Jose, CA and has cemented itself as the market leader in the secure cloud collaboration for SMBs. Our flagship product Qbox has revolutionized the day to day operation for CPAs and finance professionals to significantly increased efficiencies. We are now looking to expand on our offering for other SMB segments like Accounting, Legal, and Construction.

You are passionate about software-as-a-service (SaaS) products. You possess strong software sales, interpersonal and organizational skills. You should be comfortable with multitasking and collaborate with your supporting team in order to meet the assigned quotas for your role. The ideal candidate has successful experience selling software to ONE of:

1. CPA, Accounting and Tax companies

2. Law firms, Attorneys, Notary Publics

3. Architects, Builders, General contractors


Utilize the provided tools to successfully prospect for new business
Understand our cloud software products, value proposition, and be able to effectively communicate them to prospective clients
Deliver product demos to prospective clients
Build and maintain client relationships
Track and record metrics throughout sales process
Provide client feedback to leadership in an organized and efficient manner
Understand and keep up to date with industry and competitive landscape knowledge
Represent the company at virtual and in-person industry events, conventions and trade shows
Conduct webinars to increase product awareness
Meet and exceed financial goals

Minimum 2-5 years of software sales experience
Strong presentation skills
Proven self starter that can deliver results working remotely
Proficiency in Microsoft Office, Google Workspace
CRM experience required
Ability to harness financial data to make informed decisions

This position is ideal for someone who has learned the ropes of sales the hard way and is feeling stuck in their current environment. CoralTree does not have a glass ceiling. We have a great culture that nurtures its people with the right type of support. We are a small group of high performance professionals who believe that a rising tide lifts all boats. If you feel like you are ready to step up, to grow and learn from the best and most experienced team, then you will thrive in this role.'

CoralTree, Inc

Why Work Here?
We are a small group of high-performance professionals based in the Silicon Valley offering innovative Cloud collaboration software for SMB.

CoralTree, Inc. is a San Jose, CA based corporation in operation since 2009. CoralTree has developed cloud collaboration solutions for several small and medium business segments. Qbox is the collaboration resource for accounting professionals using Intuit QuickBooks. CoraCloud is used by accounting and tax professionals to share and collect financial documents from their clients. CoraLegal is used by attorneys to share legal documents with their clients. CADbox is used by builders to work on construction drawings collaboratively with their contractors.


6120 Hellyer Ave #100

San Jose, CA
95138 USA



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