Job Description
This role involves building and managing a sales pipeline to acquire new accounts and expand existing customer relationships within the Private Capital CRM business, focusing on SaaS solutions for financial services, with responsibilities including lead qualification, customer engagement, deal closing, and collaboration 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.
- Collaborate with Marketing and Business Development teams to execute outbound prospecting to strategic accounts.
- Conduct customer meetings from discovery to presentation and closing, engaging with all organizational levels.
- Work with the customer success team to identify and drive expansion revenue within existing accounts.
- Manage and maintain an accurate sales pipeline to ensure reliable sales forecasting and quota achievement.
Requirements
- Minimum of 5 years of sales experience selling SAAS products, preferably to financial services companies such as VC, CVC, and 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 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.
- Proven track record of successfully partnering with internal teams to help drive additional value for prospects and existing customers.
- Location in San Francisco, Chicago, or New York, with the ability to work in a hub-hybrid model, commuting 2-3 days per week, typically Tuesday through Thursday.
Benefits & Perks
Compensation/salary range: $135,000 - $155,000 USD base salary plus commission
Work schedule: Hybrid model with in-office presence 2-3 days per week, typically 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 learning and development program
Wellness Support: Monthly reimbursements for home internet, meals, wellness memberships, and equipment
Ready to Apply?
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