CRM Expansion Sales Executive

BizIQ - Smart Growth Marketing

CRM Expansion Sales Executive at BizIQ managing existing small business client relationships. Focused on upselling CRM solutions and driving revenue through consultative sales in a dynamic environment.

Posted 5/22/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Drive upsell revenue by identifying opportunities within the existing BizIQ client base to introduce our CRM platform and complementary digital marketing solutions
Source and prioritize sales opportunities through strategic research of client databases, behavioral data, and usage patterns
Conduct consultative discovery conversations that uncover client pain points and align solutions to their specific business goals
Build and manage a healthy pipeline — tracking opportunities, forecasting close dates, and staying relentlessly proactive in follow-up
Deliver compelling, customized presentations via phone, video, and virtual demos that clearly articulate ROI and product value
Negotiate contracts and close deals with confidence — balancing client satisfaction with company profitability
Partner closely with Growth Advisors and Automation team to ensure seamless client transitions and strategic alignment
Maintain accurate and timely CRM documentation to ensure visibility, accountability, and team collaboration
Represent BizIQ professionally on camera during presentations and demos, using tools like PowerPoint or Google Slides
Contribute to special projects and cross-functional initiatives that move the business forward

Requirements

What you’ll need

3+ years of direct CRM or SaaS sales experience, with a demonstrable track record in a pure hunter or expansion sales role
Proven success transitioning clients onto new platforms or upselling additional solutions within an existing account base
Experience using CRM tools (e.g., Salesforce, HubSpot, or similar) for pipeline management, reporting, and forecasting
Background in digital marketing, local SEO, or related industries is a significant plus
Demonstrated history of meeting or exceeding quota in a metrics-driven environment
Bachelor’s degree in Business, Marketing, Sales, or a related field preferred — or equivalent experience
Ongoing professional development or sales training certifications (e.g., Sandler, SPIN Selling, HubSpot Sales Certification) are a plus

Benefits

Comp & perks

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 receive weekly prizes including Amazon gift cards or other prizes
Award Winning Culture: A fun, energetic workplace, with a supportive atmosphere, no traveling required

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

CRM salesSaaS salesupsellingpipeline managementreportingforecastingconsultative sellingcontract negotiationmetrics-driven sales

Soft Skills

client relationship managementcommunicationpresentation skillsproactive follow-upcollaborationproblem-solving

Certifications

SandlerSPIN SellingHubSpot Sales Certification