Account Executive, Velocity Customer Sales

Jobtailor; Vancouver; On-site; CAD 65,000 - 100,000; Full time

Job summary

Clio is seeking an experienced SaaS Sales Professional in Metro Vancouver to upsell and cross-sell its full suite of solutions. You will convert qualified opportunities via phone, email, and product demos, using Salesforce to manage leads and calendars.

Monitor funnel metrics and collaborate with Support, Account Managers, SDRs/BDRs, CSMs, and Sales Engineers to deliver tailored solutions. You will forecast, negotiate, and close deals, build business cases, hunt opportunities in existing

Qualifications

• 3 years of sales experience including closing deals.
• 1 year in SaaS or tech company experience.
• Knowledge and passion for technology and cloud-based products.
• Experience running product demos.
• Competitive mindset and coachable nature.
• Experience with Salesforce/Salesloft/ZoomInfo or similar tools is a plus.
• Keen interest in improving craft via AI.

Responsibilities

• Upsell and cross-sell SaaS solutions across Clio’s product suite.
• Convert qualified opportunities using calls, email, and demos.
• Use Salesforce to prioritize, organize, and schedule for leads and opportunities.
• Monitor metrics like qualified leads and funnel conversion.
• Collaborate with Support, AEs, SDRs/BDRs, CSMs, and Sales Engineers.
• Forecast, negotiate, and close deals.
• Develop business cases for customers.
• Hunt and prospect within existing accounts.
• Act as strategic advisor toward greater client efficiency.
• Uncover needs and tailor solutions across Clio platforms including Clio Duo AI.

Skills

Sales experience

SaaS Knowledge

Salesforce proficiency

Cold calling skills

Demo delivery

Competitive mindset

Coachable nature

AI interest

Tools

Salesforce

Salesloft

ZoomInfo

SalesNav

Job description

• 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