SaaS High-ticket Closer

Trivium•Dallas, TX

2d•Remote

About The Position

We are seeking a High-Ticket Closer with a strong SaaS sales background to sell a new financial advisor AI software solution. This role is responsible for managing qualified sales opportunities, conducting discovery, presenting the software’s value, handling objections, negotiating terms, and closing high-ticket deals. The ideal candidate has proven experience selling SaaS products, understands consultative selling, and can clearly communicate ROI, efficiency gains, and business impact to financial professionals. We are looking for someone who is confident, disciplined, and capable of closing deals in a performance-driven sales environment.

Requirements

Strong SaaS sales background is required
Minimum of 3 years of closing experience, preferably in SaaS, software, fintech, AI tools, or B2B technology sales
Proven ability to close high-ticket or subscription-based deals
Strong discovery, consultative selling, negotiation, and objection-handling skills
Ability to clearly explain software value, ROI, and business impact
Strong verbal and written communication skills
High level of CRM discipline and pipeline organization
Comfortable working in a performance-based sales environment
Reliable internet connection and professional remote work setup

Nice To Haves

Experience selling SaaS products to financial advisors, insurance professionals, wealth management firms, or financial service providers
Experience selling AI software, automation tools, CRM platforms, marketing technology, or fintech solutions
Proven track record of meeting or exceeding quota
Experience with demo-based selling and multi-call close processes
Familiarity with CRM tools, call tracking, proposal tools, and e-signature platforms
Ability to sell both the technical value and business value of a software product

Responsibilities

Manage full-cycle sales opportunities from discovery to close
Conduct sales calls, demos, and follow-ups with qualified prospects
Sell financial advisor AI software to business owners, advisors, and decision-makers
Lead discovery calls to identify business needs, pain points, budget, timeline, and decision-making process
Present the software clearly and connect features to measurable business outcomes
Maintain control of the sales process from first conversation to signed agreement
Communicate the value of AI software in improving productivity, client engagement, lead handling, and business growth
Explain software benefits in a clear, practical, and ROI-focused way
Tailor presentations based on the prospect’s business model, goals, and current workflow
Handle questions related to implementation, adoption, pricing, value, and long-term use
Position the software as a solution to operational, sales, and client management challenges
Handle objections confidently and professionally
Negotiate terms while protecting company pricing, value, and standards
Close high-ticket software sales using consultative and value-based selling methods
Maintain urgency and deal momentum through structured follow-ups
Manage multi-step sales conversations and keep prospects moving toward a decision
Maintain a clean and accurate sales pipeline in the CRM
Track activity, deal stages, follow-ups, close probability, and conversion metrics
Provide regular pipeline updates and revenue forecasts
Document prospect needs, objections, next steps, and deal status accurately
Use CRM data and performance metrics to improve sales execution and close rates
Work with leadership, marketing, and product support teams to align sales messaging with the software’s capabilities
Share market feedback on objections, pricing, positioning, and prospect needs
Support the improvement of sales scripts, demos, case studies, and closing materials
Ensure closed deals are properly handed off for onboarding and implementation