In this role, you'll be responsible for building and closing a pipeline of net new accounts and existing customers within our Private Capital CRM business, Strategic (Enterprise) Segment.
Review, qualify, and follow up on daily inbound leads
Collaborate with our Marketing and Business Development team to drive a consistent outbound motion to key strategic accounts
Collaborate with prospects, and gain a deep understanding of their teams and processes, to drive better business outcomes
Close deals with these prospects and, in so doing, grow our company and accelerate your personal growth and income!
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
Receive coaching from your Sales Manager and team members to support your professional growth and improve your performance

5+ years of 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

Health 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.
Retirement Planning: We offer a 401(k) plan to help you plan for your future.
Learning & Development: We provide an annual education budget and a comprehensive L&D program.
Wellness Support: We reimburse monthly for things like home internet, meals, and wellness memberships/equipment to support your overall health and happiness.
Team Connection: Virtual team-building activities and socials to keep our team connected, because building strong relationships is key to success.

Account Executive, Strategic

Key skills