Account Executive, Strategic

As an Account Executive, Strategic, you will be responsible for building and closing a pipeline of net new accounts and existing customers within our Private Capital CRM business, Strategic (Enterprise) Segment. You will review, qualify, and follow up on daily inbound leads, collaborate with our Marketing and Business Development team, and work closely with our customer success team to identify and drive expansion revenue within our install base.

Requirements

• 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

Benefits

• Health Benefits
• Retirement Planning
• Learning & Development
• Wellness Support
• Team Connection