Job Responsibilities

Sales Execution

• Identify, engage, and qualify new business opportunities to drive sales pipeline growth

• Manage the entire sales cycle, including lead generation, presentations, proposals, negotiations, and deal closure

• Develop a deep understanding of Equabli’s SaaS products to effectively demonstrate and communicate value propositions tailored to client needs

• Drive new customer acquisition through direct sales efforts, partner channels, and networking

  
  Client Relationship Management

• Build and nurture long-term client relationships with decision-makers, including C-level executives

• Act as a trusted advisor, understanding clients’ challenges and positioning Equabli as a strategic solution

• Proactively identify opportunities for account expansion and upselling

• Develop relationships with key enterprise clients, identifying their needs and positioning Equabli’s SaaS solutions as the best fit

   Customer Success & Retention

• Work closely with the customer success team to ensure seamless onboarding and a high level of customer satisfaction

• Implement strategies for maximizing client retention and identifying upsell opportunities

• Serve as the face of the company at industry events, trade shows, and conferences to represent Equabli’s product offerings

  Sales Reporting & Metrics

• Meet and exceed individual sales quotas and KPIs

• Accurately maintain sales pipeline, forecasts, and activity records in the CRM system

• Provide regular reports to leadership on sales progress and market insights

  Market & Competitive Intelligence

• Conduct research to identify and pursue new market opportunities, verticals, and client segments

• Maintain a strong understanding of industry trends, competitive landscape, and customer needs

• Stay informed about market trends, competitor activities, and emerging technologies in the SaaS industry

  Collaboration

• Work closely with the sales leadership, marketing, and customer success teams to ensure seamless client acquisition and retention

• Provide feedback to the product and marketing teams to help shape product development and marketing initiatives based on customer insights

  Skill Set

• Exceptional communication, presentation, and negotiation skills

• Ability to identify client pain points and position solutions to address them effectively

• Strong organizational and time management skills to prioritize and manage multiple opportunities

• Strong knowledge of SaaS business models, technologies, and market trends

• Ability to demonstrate and explain complex technology solutions

• Proficiency with CRM tools (e.g., HubSpot) and other sales platforms

  Qualities

• Self-motivated, results-oriented, and driven to succeed

• Strong business acumen and entrepreneurial mindset with a passion for growth and innovation

• Ability to thrive in a fast-paced, non-matrixed, dynamic environment

• Collaborative team player with a positive attitude

  
  Experience: 5+ years of B2B sales experience, proven success in SaaS sales or technology solutions; demonstrated ability to manage complex sales cycles and close high-value deals; existing network in the financial services industry a plus
  
  Education: Bachelor’s degree in business, marketing, or a related field
  
  Job Category: Business Development
  
  Job Type: Full Time
  
  Job Location: REMOTE
  
  Benefits:

• Competitive salary with performance-based incentives

• Comprehensive health, dental, and vision benefits

•  Equity options

•  Opportunities for professional development and career advancement

•  Collaborative, innovative, and fast-paced work environment