FieldPulseDallas, TXDrive revenue growth by owning upsell and cross-sell strategy within an existing SaaS customer book of business. Build account plans, conduct discovery, close expansion deals, and collaborate cross-functionally to maximize customer lifetime value while meeting quotas.
Revenue Expansion: Own upsell and cross-sell strategy within an assigned book of business. Consistently meet or exceed expansion quotas by identifying growth opportunities, pitching relevant solutions, and closing deals that drive customer value.
Customer-Centric Growth: Build strong relationships with customers to understand their business goals and challenges. Leverage product usage data, feedback, and support interactions to recommend features, upgrades, or additional services that align with their evolving needs.
Account Strategy & Planning: Create and execute strategic account plans focused on maximizing customer lifetime value. Segment accounts based on potential and prioritize outreach accordingly to drive targeted growth.
Pipeline Management: Maintain accurate records of all activities, opportunities, and forecasts in CRM tools (Salesforce, Salesloft, etc). Regularly report on pipeline health, expansion progress, and risk factors.
Cross-Functional Collaboration: Partner closely with Implementation, Customer Success, Product, Marketing, and Sales to ensure a seamless customer experience. Share feedback from the field to inform go-to-market initiatives and product development.
Product Enablement & Education: Act as a product expert and trusted advisor. Keep customers informed about new features and best practices to increase adoption and drive long-term success.
SaaS Experience: 3+ years of experience closing recurring revenue SaaS deals, selling to existing customers, and expanding accounts.
Technical Aptitude: Exceptional ability to understand and communicate complex technology to both technical and non-technical audiences.
Solution Selling: Can effectively connect product capabilities to specific customer marketing challenges, articulating clear business value.
Discovery Expertise: Conducts thorough discovery to assess impact, uncover opportunity, and quantify value across product lines and channels.
Closing Skills: Strong track record of confidently closing business, discussing value, and handling pricing conversations.
Trustworthiness: Known for integrity and earning trust from customers and colleagues alike.
Problem Solving: Proactive approach to identifying challenges and delivering solutions.
Initiative: Takes ownership of the commercialization plans and acts with urgency and confidence.
Agility: Thrives in a fast-paced, evolving environment and adapts quickly to change.
Experimentation: Open to testing new approaches and iterating rapidly for improvement.
Big-Picture Focus: Understands how the Account Management function aligns with long-term company goals.
Team Collaboration: A strong team player who values collective success and cross-functional cooperation.
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