Account Executive

🔥 30 minutes ago

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Tru Consulting

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2019

💼 Consulting

🏛️ Government

💰 Private equity on 2024-10

Consulting • Government

Tru Consulting is a specialist consulting firm that helps higher education institutions and public agencies modernize planning and financial processes through strategy, financial expertise, and Anaplan implementation. They deliver customized planning solutions, Anaplan Center-of-Excellence services, and planning modernization to align people, data, and strategy — emphasizing faster insights, streamlined processes, and measurable outcomes. The firm highlights deep experience in higher education and government finance (500+ years collective experience), 250+ projects, 100+ clients, and a large team of certified Anaplan experts.

📋 Description

• Identify, pursue, and close new client partnerships within assigned verticals and territories. • Lead with a consultative, problem-solving approach - positioning Tru’s Anaplan-enabled solutions to address strategic, financial, and operational challenges. • Develop deep understanding of client business models and strategic priorities to drive meaningful transformation conversations. • Maintain active prospect pipelines and quarterly bookings goals aligned with corporate targets. • Cultivate strong relationships with senior decision-makers across Higher Education, AMC, and Public Sector clients. • Represent Tru at industry events, conferences, and partner engagements to build brand visibility and credibility. • Engage collaboratively with Tru’s Anaplan ecosystem partners to align joint go-to-market efforts and referral opportunities. • Work cross-functionally with Delivery and Client Success teams to scope accurate, achievable solutions. • Ensure a smooth client handoff by providing complete opportunity context, solution architecture, and relationship background. • Collaborate with Finance and People Ops to support accurate forecasting and resourcing. • Own the full sales lifecycle in HubSpot CRM - from qualification through close. • Maintain up-to-date opportunity data, forecast accuracy, and call notes. • Track KPIs (win rate, deal velocity, conversion ratios) and provide insight into pipeline trends. • Contribute to ongoing process improvements and GTM refinements.

🎯 Requirements

• Bachelor’s degree in business, Marketing, or related field required. • 7+ years of experience in B2B consultative sales, ideally within professional services, SaaS, or technology consulting. • Proven success managing full-cycle sales and achieving or exceeding revenue goals. • Experience selling into complex, multi-stakeholder environments (education, healthcare, or public sector preferred). • Familiarity with financial or operational planning software (Anaplan experience a strong plus). • Skilled in relationship management, storytelling, and executive communication.