Upsell and cross-sell Clio’s full suite of solutions
Convert qualified opportunities using telephone, email and product demonstrations
Use Salesforce.com to prioritize, organize, and set appointments for qualified leads and opportunities through View, Tasks and Calendar
Monitor key metrics, including qualified leads and conversion rates at various funnel stages through paid accounts
Collaborate with Support, Account Managers, SDRs/BDRs, Customer Success Managers and Sales Engineers to provide customer solutions
Forecast, negotiate, and close deals
Develop business cases for customers
Hunt and prospect into existing customer accounts
Serve as a strategic advisor to existing customers, guiding them toward greater efficiency and elevated client service
Uncover customer needs and deliver tailored solutions across Clio’s core platforms and Clio Duo AI offering
Requirements 3 years of sales experience, including closing deals
1 year of experience working in SaaS or other technology companies
Knowledge and passion for technology and cloud-based products
Previous experience running demos
A competitive mindset
Cold calling skills
A coachable nature




Experience using tools such as Salesforce, Salesloft, ZoomInfo, SalesNav or similar is a plus
Demonstrate a keen interest in improving your craft by using AI
Core Competencies Demonstrates expertise in upselling and cross-selling SaaS solutions, utilizing Salesforce.com for lead management and customer engagement. Proven ability to convert leads through effective communication and product demonstrations while collaborating with cross-functional teams to deliver tailored customer solutions.
Highest-signal resume keywords Sales Experience
SaaS Knowledge
Salesforce.com Proficiency
Cold Calling Skills
Product Demonstration Experience
Hard Skills Upselling
Cross-Selling
Lead Conversion
Business Case Development
Deal Closing
Customer Needs Analysis
Metrics Monitoring
Forecasting
Negotiation
Soft Skills Competitive Mindset
Coachable Nature
Industry Keywords SaaS
Cloud-Based Products
Customer Solutions
AI Integration
Tools & Technologies Salesforce
Salesloft
ZoomInfo
SalesNav

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📌 Account Executive, Velocity Customer Sales (British Columbia)
🏢 Jobtailor
📍 British Columbia