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crm forecasting saas enterprise sales pipeline management📋 Description
- Partner with global sales to execute a strategic client growth plan.
- Upsell existing client relationships; research opportunities; close sales.
- Build internal relationships to marshal resources for revenue outcomes.
- Forecast with team; develop pipeline to meet goals.
- Work with Product Specialist teams during trials to ensure engagement.
- Gather and relay market insights to sales, product, and marketing.
🎯 Requirements
- Prior B2B SaaS sales experience in Financial Services (buy side and sell side).
- Proven track record of exceeding targets with a strong work ethic.
- Active listening and discovery; identify client needs and build trust.
- Experience partnering with global sales teams to grow an enterprise book of accounts.
- Cold calling, pipeline development, and product demonstrations.
- Willingness to travel regularly and communicate effectively with stakeholders.
🎁 Benefits
- Equal opportunity employer; inclusive workplace.
- Global team with international offices and collaborators.
- Travel opportunities for client engagements.
- Opportunity to influence product strategy and content expansion.
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