- 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.