Account Executive, Mid Market

About the position

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. This position will report directly to the Senior Sales Manager, and you will be joining a seasoned team of talented professionals and leaders that are here to help support you and your success!

Responsibilities

• 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

Nice-to-haves

• You have worked at a startup or high-growth company before
• You have a strong understanding of the financial services industry, or you have a degree in finance

Benefits

• Medical, dental, and vision insurance with comprehensive PPO and HMO plans
• Flexible personal & sick days
• 401k plan
• Annual budget for education and comprehensive L&D program
• Reimbursement for monthly expenses such as Transportation, Home Internet, Meals, and Wellness memberships/equipment
• Virtual team building and socials