This role involves building and managing a sales pipeline to acquire new accounts and expand existing customer relationships within the Private Capital CRM business, utilizing consultative sales techniques and collaborating with internal teams to drive revenue growth.
Key Responsibilities
Build and close a pipeline of new and existing accounts within the Private Capital CRM business.
Review, qualify, and follow up on inbound leads daily.
Present to prospects and challenge their thinking to optimize their teams and processes.
Close deals with prospects to grow the company and increase personal income.
Collaborate with the customer success team to identify and drive expansion revenue within existing accounts.
Manage sales pipeline to ensure accurate forecasts and exceed sales quotas.
Conduct outbound prospecting to generate pipeline coverage.
Engage in customer meetings from discovery to presentation and closing stages.
Requirements
At least 1 year of experience in SAAS products, preferably to financial services companies such as VC, CVC, and PE
Consistent over quota performance
Ability to manage and qualify inbound leads while at the same time developing and executing an outbound prospecting plan
Ability to conduct customer meetings, from discovery to presentation and close, with actionable outcomes to all levels of an organization throughout the sales cycle
Knowledge and practical application of MEDDPICC as well as solution selling methodologies
Strong technical acumen to confidently speak to our full solution, including custom API integrations, data enrichment, and reporting
Solid understanding of different CRM solutions and utilization of modern sales tools and methodologies
Solid track record of successfully partnering with internal teams to help drive additional value for prospects as well as with existing customers
Benefits & Perks
Compensation/salary range: $80,000 - $90,000 USD base salary, plus commission based on sales targets
Work environment perks: virtual team-building activities and socials
Health Benefits: medical, dental, and vision insurance premiums covered with PPO, HDHP, and HMO options in CA, flexible personal sick days
Retirement Planning: 401(k) plan
Learning Development: annual education budget and comprehensive learning and development program
Wellness Support: reimbursement for home internet, meals, wellness memberships, and equipment
Team Connection: virtual team-building activities and socials
Ready to Apply?
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