Job Description
This role involves building and managing a sales pipeline to acquire new accounts and expand revenue within the Private Capital CRM business, focusing on SaaS solutions for financial services clients, through prospecting, customer engagement, and collaboration with internal teams.
Key Responsibilities
- Build and close a pipeline of new accounts and expand revenue within existing customers in the Private Capital CRM business.
- Qualify, follow up on inbound leads, and present to prospects to optimize their teams and processes.
- Collaborate with customer success team to identify and drive expansion revenue within the install base.
- Manage sales pipeline to ensure accurate forecasts and exceed sales quotas.
- Partner with Marketing and Business Development teams to execute outbound prospecting efforts.
Requirements
- Three (3) years of recent sales experience selling SaaS products, preferably to financial services companies such as Venture Capital (VC), Corporate Venture Capital (CVC), and Private Equity (PE).
- Consistent over quota performance in sales roles.
- 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 at all organizational levels throughout the sales cycle.
- Knowledge and practical application of MEDDPICC sales methodology as well as solution selling methodologies.
- Strong technical acumen to confidently speak to the full solution, including custom API integrations, data enrichment, and reporting.
- Solid understanding of different CRM solutions and utilization of modern sales tools and methodologies.
- A solid track record of successfully partnering with internal teams to help drive additional value for prospects and existing customers.
Benefits & Perks
Base salary range of $105,000 - $115,000 USD
Commission based on sales targets
Work location options: Remote, San Francisco, or New York
Hybrid work model in San Francisco and New York (2-3 days in-office per week)
Health insurance coverage for medical, dental, and vision with PPO, HDHP, and HMO options in CA
Flexible personal sick days
Retirement plan with a 401(k)
Annual education budget and comprehensive learning & development program
Monthly reimbursement for home internet, meals, and wellness memberships
Virtual team-building activities and socials
Ready to Apply?
Join Affinity and make an impact in renewable energy
Stay Updated on Sustainability Jobs
Get the latest renewable energy jobs and career tips delivered to your inbox.
Job Alerts
Get notified about new sustainability jobs