Job Description
This role involves building and closing sales with new and existing accounts in the Private Capital CRM business, focusing on driving revenue growth through effective lead management and collaboration with the customer success team.
Key Responsibilities
- Build and close a pipeline of new accounts and existing customers within the Private Capital CRM business.
- Review, qualify, and follow up on daily inbound leads.
- Present to prospects and challenge their thinking to optimize teams and processes.
- Close deals with prospects to grow the company and accelerate personal growth.
- Collaborate with the customer success team to identify and drive expansion revenue.
- Manage the sales pipeline to drive accurate forecasts and exceed quotas.
- Generate sufficient pipeline coverage through consistent outbound efforts.
- Receive coaching from the Sales Manager and team members for professional growth.
Requirements
- 1 year of experience in SAAS products, preferably with financial services companies such as VC, CVC, and PE.
- Consistent over quota performance.
- Ability to manage and qualify inbound leads while 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
Medical, dental, and vision insurance with comprehensive PPO and HMO plans
Flexible personal sick days
401k plan
Annual budget for education
Comprehensive learning and development program
Reimbursement for monthly expenses such as Transportation, Home Internet, Meals, and Wellness memberships
Virtual team building and socials
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