CRM Expansion Sales Executive

This is a fully remote position, open to applicants in United States.

📋 Description

• Drive revenue through upselling by identifying opportunities within the current BizIQ client base to present our CRM platform and associated digital marketing solutions.

• Identify and prioritize sales prospects by conducting strategic research on client databases, analyzing behavioral data, and reviewing usage patterns.

• Engage in consultative discovery discussions that reveal client challenges and align our solutions with their specific business objectives.

• Develop and maintain a robust sales pipeline — tracking potential opportunities, forecasting closing dates, and remaining consistently proactive in follow-ups.

• Provide engaging, tailored presentations via phone, video, and virtual demonstrations that effectively communicate ROI and product benefits.

• Confidently negotiate contracts and finalize deals — balancing client satisfaction with the profitability of the company.

• Collaborate closely with Growth Advisors and the Automation team to ensure smooth client transitions and strategic alignment.

• Keep accurate and current CRM records to ensure visibility, accountability, and teamwork.

• Represent BizIQ professionally on camera during presentations and demonstrations, utilizing tools such as PowerPoint or Google Slides.

• Participate in special projects and cross-functional initiatives that drive the business forward.

⛳️ Requirements

• A minimum of 3 years of direct CRM or SaaS sales experience, with a proven track record in a pure hunter or expansion sales position.

• Successful history of transitioning clients to new platforms or upselling additional solutions within an existing account base.

• Proficient in using CRM tools (e.g., Salesforce, HubSpot, or similar) for managing pipelines, reporting, and forecasting.

• A background in digital marketing, local SEO, or related fields is highly advantageous.

• Proven ability to meet or exceed sales quotas in a metrics-focused environment.

• Bachelor’s degree in Business, Marketing, Sales, or a related area preferred — or equivalent experience.

• Continuous professional development or sales training certifications (e.g., Sandler, SPIN Selling, HubSpot Sales Certification) are beneficial.

🏝️ Benefits

• Four Medical plans (with Company HSA Contribution)

• MetLife Dental plans

• Vision plan

• Life Insurance

• Disability Insurance and more

• 15 days of PTO accrued annually

• 6 paid holidays

• 4 floating holidays

• 401K

• Inclusive and supportive parental leave policy

• BizBucks - a rewards program where you can earn weekly prizes including Amazon gift cards or other rewards

• Award Winning Culture: A fun, energetic workplace, with a supportive atmosphere, and no travel required