Account Executive, Mid Market

Role Overview

• In this role, you'll be responsible for building and closing a pipeline of net new accounts and existing customers expansion revenue within our Private Capital CRM business, the Mid-Market Segment.
• Review, qualify, and follow up on daily inbound leads.
• Present to prospects, and challenge their thinking about how they can optimize their teams and processes, to drive better business outcomes.
• Work collaboratively with our customer success team to identify and drive expansion revenue within our install base.
• Manage your pipeline closely to drive accurate sales forecasts, and exceed quota.
• Collaborate with our Marketing and Business Development team to drive a consistent outbound motion to key accounts.
• Receive coaching from your Sales Manager and team members to support your professional growth and improve your performance.

Requirements

• 3+ years of recent sales experience selling SAAS products, preferably to financial services companies such as VC, CVC, and PE
• Consistent over quota performance
• Ability to manage and qualify inbound leads while at the same time 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

• We cover your medical, dental, and vision insurance premiums with comprehensive PPO, HDHP, and HMO options (in CA), and offer flexible personal & sick days to support your well-being.
• We offer a 401(k) plan to help you plan for your future.
• We provide an annual education budget and a comprehensive L&D program.
• We reimburse monthly for things like home internet, meals, and wellness memberships/equipment to support your overall health and happiness.
• Virtual team-building activities and socials to keep our team connected, because building strong relationships is key to success.