Job Description
A sales role focused on building and closing a pipeline of new and existing accounts within the Private Capital CRM business, involving prospecting, customer engagement, and collaboration with internal teams to drive revenue growth and expand client relationships.
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.
- Collaborate with Marketing and Business Development teams to execute outbound prospecting to strategic accounts.
- Conduct customer meetings from discovery to presentation and closing, engaging all organizational levels.
- Partner with the customer success team to identify and drive expansion revenue within existing accounts.
- Manage and accurately forecast sales pipeline to meet or exceed quotas.
Requirements
- Minimum of 5 years of 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 simultaneously 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 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.
- 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: $135,000 - $155,000 USD base salary plus commission
Work schedule: Hybrid model, in-office 2-3 days per week (Tuesday through Thursday)
Work environment perks: Virtual team-building activities and socials
Health Benefits: Medical, dental, and vision insurance premiums covered with PPO, HDHP, and HMO options; flexible personal sick days
Retirement Planning: 401(k) plan
Learning Development: Annual education budget and comprehensive L&D program
Wellness Support: Monthly reimbursements for home internet, meals, and wellness memberships
Ready to Apply?
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