- 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

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