Outbound Upsell Account Executive - job 1 of 3

As an Outbound Upsell Account Executive at Weave, your primary responsibilities include managing the entire sales cycle, from prospecting to closing deals with assigned leads. You'll develop new accounts, maintain existing ones, and utilize Salesforce effectively to track progress and performance. Engaging in referral requests and maximizing each sales opportunity by promoting Weave’s products will also be part of your role.

To be successful as an Outbound Upsell Account Executive at Weave, you should have at least two years of experience in a closing role within SaaS. A proven track record of pipeline management, task completion, and consistently meeting or exceeding sales quotas is essential. Strong organizational skills and the ability to work in a fast-paced environment are also key requirements.

Weave is committed to the personal and professional growth of its Outbound Upsell Account Executives. The company encourages employees to participate in regular meetings to share progress, discuss best practices, and identify any challenges. Additionally, Weave fosters a supportive environment where team members can learn from each other and build on their skills.

An Outbound Upsell Account Executive at Weave will need to be proficient with Salesforce for managing customer data and sales reports. Familiarity with calling tools and payment systems is also important to streamline the communication process and enhance customer interactions effectively.

Successful Outbound Upsell Account Executives at Weave possess a resilient mindset and the ability to thrive in fast-paced environments. Excellent communication and presentation skills are crucial for building relationships. Adaptability to sales processes and a team-oriented, coachable attitude will also be essential for excelling in this role.

When discussing your experience with pipeline management, illustrate how you've organized and prioritized leads in past roles, especially within SaaS. Mention any specific tools or methodologies you've used to ensure effective follow-up and tracking, and how this contributed to meeting or exceeding quotas.

To answer this question, highlight your strategies for relationship-building, such as active listening, regular check-ins, and personalizing your approach based on customer needs. Share examples of how strong relationships have led to upselling opportunities in previous positions.

Discuss specific techniques you've implemented, such as analyzing customer usage data, soliciting feedback, and asking targeted questions during interactions to uncover additional needs. Provide examples of successful upsells that resulted from these techniques.

Articulate your approach to handling objections by focusing on listening carefully to the customer's concerns, empathizing with their situation, and providing tailored solutions. Providing a success story where you turned an objection into a win can strengthen your response.

Illustrate how you've utilized Salesforce to manage leads and track your sales activities effectively. Share specific examples, such as maintaining detailed records and generating reports that have informed your sales strategies and decisions.

Provide a specific example of a challenging period where you exceeded sales expectations. Highlight your strategies, such as refining your outreach techniques or leveraging cross-selling opportunities, leading to impressive results.

Discuss your organizational strategies, whether through digital tools or personal management methods. Provide insights into how your system has aided in tracking interactions, follow-ups, and progress towards closing deals.

Explain your process for requesting referrals, such as timing your requests appropriately, expressing gratitude for their business, and making it easy for them to refer others. Sharing a successful example can further illustrate your effectiveness.

Highlight your ability to stay calm under pressure and remain flexible. Discuss specific instances where you adapted strategies or pivots that led to successful outcomes despite changes in market dynamics or team goals.

Emphasize how collaboration and communication within a sales team can lead to shared knowledge, support, and increased sales results. Sharing examples of how you've contributed to team success can strengthen your response.