Key skills
SaaSSalesforceCRMCommunicationCustomer SuccessSales
About this role
Role Overview
- Become an expert on Clearco’s platform, services, and the eCommerce growth funding landscape
- Drive funding originations from a territory comprising engaged accounts, accounts requiring renewal, and lapsed accounts
- Cultivate strong customer relationships with business owners, founders, and executives, helping them navigate Clearco’s product and financial evaluation process so that they can secure funding
- Advocate internally for customers, helping our internal Risk, Diligence & Credit teams have a clear view on customer creditworthiness and growth opportunities
Requirements
- 4+ years of experience in a customer success manager, inside sales or account manager role where you have carried a revenue target
- Developed upsell/cross-sell skills—comfortable conveying Clearco’s value, securing customer commitments, and being measured on your revenue production
- Superior verbal and written communication skills—able to effectively articulate complex or sophisticated concepts to a less sophisticated audience
- Can quickly acquire new knowledge and/or skills and adapt to new situations by being open to and quickly implementing feedback
- Can navigate conversations in a professional and consultative manner by focusing on building relationships, understanding obstacles, and providing relevant solutions
- Previous experience in a B2B Financial Services, Fintech, or SaaS environment
- Experience with a tech stack involving a CRM (we use Salesforce), engagement platform (we use Outreach), and internal communication and knowledge-sharing software (we use Slack and Notion)
Benefits
- Supportive Team: Work with a passionate group where you’ll find a true sense of belonging.
- Compensation: Competitive salaries with RRSP/401k matching and comprehensive medical, dental, and health insurance.
- Flexibility: A flexible time-off policy and the choice to work remote, hybrid, or from our Toronto HQ.
- Growth: Stipends for your home office setup and continuous professional learning.
- Impact: The opportunity to do high-impact work at a mission-driven organization.