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, through prospecting, customer engagement, 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 at all organizational levels.
- Manage sales pipeline to ensure accurate forecasting and exceed sales quotas.
- Partner with customer success team to identify and drive expansion revenue within existing accounts.
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, 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 Customer Relationship Management (CRM) solutions and utilization of modern sales tools and methodologies.
- Proven track record of successfully partnering with internal teams to drive additional value for prospects and existing customers.
Benefits & Perks
Competitive salary range of $135,000 - $155,000 USD base
Commission based on sales targets
Work schedule with a hybrid model: 2-3 days in-office per week for San Francisco or New York employees
Health insurance coverage for medical, dental, and vision with PPO, HDHP, and HMO options
Flexible personal sick days
Retirement plan with a 401(k)
Annual education budget and comprehensive learning and development program
Wellness support including monthly reimbursements for home internet, meals, and wellness memberships
Virtual team-building activities and socials
Ready to Apply?
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