- 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
- Pass client feedback and feature requests to product teams and facilitate meetings regarding potential product enhancements
- Develop and execute strategic account plans to ensure client satisfaction, retention, and growth
Requirements
- Minimum 4 years of sales experience, including closing deals
- 3 years of experience working in SaaS or other technology companies
- Experience working complex deal cycles with high-leverage customers
- Knowledge and passion for technology and cloud-based products
- Previous experience running demos
- Cold calling skills
- 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, with a solid focus on customer satisfaction and retention. Proficient in managing complex deal cycles and utilizing CRM tools to drive sales performance.