Assembly
An Account Executive at Assembly is responsible for managing the full sales cycle, from lead qualification to closing deals, specifically targeting service-based businesses such as accounting firms and law agencies. This role includes conducting multiple demos daily, leading discovery sessions to understand customer needs, and developing solutions that align with their workflows. The Account Executive will also contribute to refining the sales process and collaborate closely with the product team by providing market feedback. Candidates should have experience selling B2B software, possess strong communication skills, and be comfortable with technical concepts.
Headquarters
San Francisco, California, United States
Company Size
11-50 employees
Founded
2021
Assembly (formerly Copilot) is an AI-powered client portal and CRM platform for professional service businesses. It offers tools for client communication, file sharing, invoicing, contracts, and e-signatures, serving industries such as accounting, law, marketing, and real estate. Assembly enables firms to manage client relationships and automate workflows from a centralized, branded platform.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Assembly.