Related skills
crm account management salesforce upselling pipeline managementπ Description
- Own and grow portfolios of existing customers; upsell/cross-sell Carta features.
- Understand customer goals and propose features to achieve outcomes; expand relationships.
- Collaborate with product/marketing/support to drive expansion.
- Negotiate renewals to benefit both customer and Carta.
- Build strong relationships with key decision makers to advocate for Carta.
π― Requirements
- 3-5 years in financial practices or financial software with quota-carrying sales.
- Proven ability to build and manage customer accounts in a sales role.
- Consistently hit or exceed sales targets month over month and quarter over quarter.
- Experience maintaining a detailed CRM pipeline.
- Proactive, self-motivated, persuasive team player with ideas to expand customers.
- Comfortable with uncertainty and eager to learn new areas.
π Benefits
- Market-competitive salary and equity.
- Exceptional benefits package.
- Commissions plans where applicable.
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