Strategic Sales Role (SaaS/CRM)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: San Francisco or New York, United States. The role is remote, with a hub-hybrid model for people within commuting distance of either location; in-office attendance is expected 2 days per week.
Base salary: $160,000–$175,000 USD per year, plus $320,000–$350,000 OTE and commission based on sales targets. Variable pay, equity, and benefits are not included in the base salary range.
Company
provides an AI-first CRM for private capital firms, using relationship intelligence, interaction data, and deal data to support investment sourcing and evaluation.
What you will do
- Build and close a pipeline of new strategic accounts and existing customers in the private capital CRM segment.
- Review, qualify, and follow up on inbound leads while developing outbound campaigns for strategic accounts.
- Work with prospects to understand their teams and processes and connect the solution to measurable business outcomes.
- Lead customer meetings from discovery through presentation and close with actionable outcomes for stakeholders at all organizational levels.
- Partner with Customer Success to identify expansion revenue opportunities within the existing customer base.
- Manage the sales pipeline, maintain accurate forecasts, exceed quota, and apply coaching to improve performance.
Requirements
- 5+ years of experience selling SaaS products.
- Deep industry knowledge and sales experience with financial services companies, including VC, CVC, and PE firms.
- Consistent over-quota performance and the ability to manage inbound leads while executing outbound prospecting plans.
- Practical knowledge of MEDDPICC and solution selling methodologies.
- Strong technical acumen, including the ability to discuss custom API integrations, data enrichment, reporting, CRM solutions, and modern sales tools.
- Demonstrated success partnering with internal teams to create value for prospects and existing customers.
Nice to have
- Experience working at a startup or high-growth company.
- Strong understanding of the financial services industry or a degree in finance.
Culture & Benefits
- Values include ownership, growth mindset, respectful candor, teamwork, and deep engagement with customer and colleague experiences.
- Medical, dental, and vision insurance premiums are covered, with PPO, HDHP, and HMO options in California.
- Flexible personal and sick days, a 401(k) plan, and an annual education budget are provided.
- Monthly reimbursement is available for home internet, meals, and wellness memberships or equipment.
- Virtual team-building activities and social events support team connection.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →