Full-Time

Account Executive

Updated on 8/1/2026

New Charter Technologies

New Charter Technologies

11-50 employees

Secure IT modernization and managed services

Compensation Overview

$90k/yr

+ Commission

Redding, CA, USA

In Person

Category
Sales & Account Management (1)
Required Skills
SharePoint
Sales
Forecasting
HubSpot
Cybersecurity

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Requirements
  • Business-level communication skills and the ability to present confidently to executives, elected officials, and boards.
  • Ability to conduct consultative sales, targeted prospecting, and disciplined pipeline execution.
  • Ability to manage the full sales cycle from initial discovery through close and client handoff.
  • Ability to manage request for proposal responses, contracts, and service agreements.
  • Ability to determine appropriate pricing models and produce accurate quotes.
  • Ability to use HubSpot for pipeline management, QuoteWerks for proposal and quote generation, and BrightGauge for reporting visibility.
Responsibilities
  • Prospect for net new managed services business with a focus on public sector and commercial clients.
  • Respond to and qualify inbound Marketing Qualified Leads with urgency and thoroughness.
  • Build and maintain a healthy pipeline in HubSpot with accurate opportunity data, stage progression, and forecasting.
  • Identify and pursue referral opportunities, including those through the Public Sector Strategic Advisory Council referral program.
  • Monitor request for proposal notification services and evaluate opportunities for fit and likelihood of winning.
  • Lead the end-to-end request for proposal response process, including review, qualification decision, question-and-answer preparation, proposal development, walkthrough, and interview preparation.
  • Collaborate with the marketing team on templated request for proposal content and customize it with current differentiators and advisory council participation.
  • Engage Public Sector Strategic Advisory Council members to participate in request for proposal responses where appropriate.
  • Manage contracts and service agreements in coordination with internal stakeholders, understanding escalation points and when to involve legal counsel.
  • Conduct structured discovery meetings using Sandler Selling System methodology to uncover client pain and business objectives.
  • Evaluate prospect fit early in the sales cycle and assess alignment with the target client profile for a healthy, long-term engagement.
  • Align managed services, cybersecurity, and cloud solutions to client needs while collaborating with Sales Engineers for technical depth.
  • Determine the appropriate pricing model for each client’s needs, including per-user, per-device, and project-based models, and produce accurate quotes.
  • Deliver presentations to business owners, city managers, police chiefs, finance directors, city councils, and boards of supervisors.
  • Research and profile council members and decision-makers before key meetings or presentations.
  • Serve as the primary relationship manager for the Public Sector Strategic Advisory Council.
  • Coordinate advisory council meetings approximately three times per year by developing agendas, managing logistics, and ensuring the meetings deliver value for members.
  • Engage council members to participate in request for proposal responses, prospect conversations, and public sector marketing efforts.
  • Manage council member compensation and the warm-referral commission structure.
  • Lead managed service contract development and negotiation with new clients.
  • Understand standard municipal services agreement requirements and identify when escalation to leadership or legal counsel is needed.
  • Ensure contracts are accurately documented and properly transitioned to the onboarding team.
  • Provide a complete and accurate handoff of new clients to the onboarding, virtual Chief Information Officer, and service delivery teams.
  • Participate in client transition meetings and support a smooth onboarding experience.
  • Follow up with newly onboarded clients to reinforce relationship quality and surface referral opportunities.
  • Maintain customer relationship management discipline in HubSpot, including accurate pipeline data, opportunity stages, activities, and close-date forecasting.
  • Use QuoteWerks for proposal and quote generation and leverage BrightGauge for reporting visibility.
  • Leverage artificial intelligence and available technology to improve outreach, research, proposal quality, and sales effectiveness.
Desired Qualifications
  • Proven success in business-to-business technology sales, managed information technology services, cybersecurity, cloud solutions, or related offerings.
  • Demonstrated ability to build pipeline and close complex, consultative sales opportunities.
  • Strong executive communication and presentation skills, including presenting to city councils, elected officials, and C-suite executives.
  • Experience with request for proposal processes and structured sales methodologies, particularly the Sandler Selling System.
  • Ability to evaluate prospect fit and exercise sound judgment on whether to pursue or walk away from an opportunity.
  • Working knowledge of information technology services sufficient to hold credible business conversations with technical buyers while collaborating with Sales Engineers for technical depth.
  • Strong customer relationship management, forecasting, and pipeline management discipline.
  • Experience in a managed service provider, managed security service provider, value-added reseller, or similar technology services environment.
  • Experience selling recurring revenue agreements.
  • Experience working with public sector, municipal, or government clients.
  • Familiarity with HubSpot, QuoteWerks, BrightGauge, and Microsoft 365/SharePoint.
  • Self-directed and highly accountable, with comfort owning a sales target without close supervision.
  • Credible and confident in front of senior public officials, business owners, and board-level audiences.
  • Organized and disciplined in pipeline management, maintaining accurate customer relationship management data and honest forecasts.
  • Collaborative partnership with technical teams, operations, and marketing while driving independent results.
  • Curiosity about technology trends and proactive use of new tools, including artificial intelligence, to improve effectiveness.
New Charter Technologies

New Charter Technologies

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New Charter Technologies provides IT services and solutions across cybersecurity, IT support, applications, automation, and AI for sectors like healthcare, finance, government, and nonprofits. Its products work by offering integrated, governed IT services that emphasize data governance, risk management, and measurable business outcomes—delivering security, resilience, and faster, safer technology-enabled operations. The company differentiates itself by advocating a practical, 'better way to do IT' that focuses on modernizing processes, forming lasting partnerships, and consistently turning technology investments into visible value on the P&L. Its goal is to help leaders move their organizations forward securely and efficiently, with technology that directly supports business goals and risk controls.

Company Size

11-50

Company Stage

N/A

Total Funding

N/A

Headquarters

Denver, Colorado

Founded

2018

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Simplify Jobs

Simplify's Take

What believers are saying

  • Cross-sell AI services into existing managed services accounts.
  • AI security helps win regulated clients needing governance and deployment.
  • Michelle Curtis can improve national sales execution and advanced-services adoption.

What critics are saying

  • Bigger MSPs can copy New Charter's AI portfolio and compress margins.
  • Orchestrate AI integration can stall delivery and weaken AI-first credibility.
  • Customer AI failures can trigger compliance breaches, data leaks, and churn.

What makes New Charter Technologies unique

  • AI portfolio spans enablement, tools, custom development, and security.
  • Services are delivered through local teams across all New Charter companies.
  • Orchestrate AI acquisition strengthened in-house AI integration capabilities in 2025.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

401(k) Retirement Plan

Professional Development Budget

Flexible Work Hours

Remote Work Options

Paid Holidays

Performance Bonus

Company News

PR Newswire
Jan 29th, 2026
New Charter Technologies names Michelle Curtis as chief revenue officer

New Charter Technologies, a portfolio company of Oval Partners, has appointed Michelle Curtis as chief revenue officer. Curtis brings over 18 years of experience across the IT channel, distribution and technology sectors. In her new role, Curtis will oversee all revenue functions and lead New Charter's go-to-market strategy across SMB, mid-market and enterprise clients. She will focus on strengthening national sales execution and expanding consulting and advanced services adoption. Curtis joins from Microsoft, where she led the global distribution business supporting more than 180 distribution partners and over 165,000 indirect resellers worldwide. She previously held senior leadership roles at Presidio and Tech Data across product marketing, solutions consulting and sales leadership.

PR Newswire
Mar 18th, 2025
New Charter Technologies Expands National Presence and Service Offerings with Addition of Element Technologies

/PRNewswire/ -- New Charter Technologies, a portfolio company of Palo Alto-based private equity firm Oval Partners, is excited to announce the addition of...

PR Newswire
Feb 18th, 2025
New Charter Technologies Appoints Christopher J. Luise As Chief Operating Officer

Luise to drive operational excellence, scalable growth, and enhanced client and employee experiences across the platform.DENVER, Feb. 18, 2025 /PRNewswire/ -- New Charter Technologies, a portfolio company of Palo Alto-based private equity firm Oval Partners, has announced the appointment of Christopher J. Luise as Chief Operating Officer (COO). Luise, formerly CEO of ADNET Technologies (a New Charter Technologies company), brings extensive leadership experience and a strong track record of driving growth and operational maturity

PR Newswire
Feb 10th, 2025
New Charter Technologies Acquires Orchestrate AI to Pioneer Next-Generation MSP Services

/PRNewswire/ -- New Charter Technologies, a portfolio company of Palo Alto-based private equity firm Oval Partners, has announced the acquisition of...

PR Newswire
Jan 21st, 2025
New Charter Technologies Partners With Protech It Solutions To Enhance Local It Delivery

New Charter's platform gains a boost in hands-on, local service as ProTech brings its trusted, proactive IT approach to businesses across the country.DENVER, Jan. 21, 2025 /PRNewswire/ -- New Charter Technologies, a portfolio company of Palo Alto-based private equity firm Oval Partners, is excited to announce the addition of ProTech IT Solutions, a leading IT services provider, to its growing platform of companies. This strategic partnership strengthens New Charter's position as a national network of top-tier IT service providers, combining local expertise with the power of a larger, collaborative organization