Charles Schwab

Sales

• Developing and closing a pipeline of private companies
• Cultivating and maintaining influential relationships with executives in finance, legal, HR, and stock plan administration, as well as industry consultants and centers of influence
• Generating and executing a strategic, long-term acquisition plan for prospects
• Identifying and helping advance multi-practice prospects with equity compensation, 401k, deferred compensation, and wealth management needs
• Isolating the buying criteria, issues, and needs of respective prospects and alignment to distinct buyers
• Collaborating with and motivating internal and external business partners throughout the sales process to develop a complete solution for equity plan and multi-practice prospects
• Coordinating and delivering quality team sales presentations that are cohesive, compelling, and persuasive
• Leading prospect negotiations in coordination with pertinent partners to gain commitment and ensure accurate and successful contracting
• Analyzing sales data and performance metrics to understand the effectiveness of strategies and identify areas for improvement
• Supporting local, national, and international equity related organizations and events

VP, Sales – Stock Plan Services, Private Equity

Business Development Rep

• Manage the pre-sales process to ensure delivery against key performance metrics, with a strong emphasis on new logos, as well as growing existing accounts
• You will analyse the performance of potential customers and learn how to identify potential for business improvement for them to achieve using charles
• Generate leads within the DACH and/or Italian market through cold calling, emails, LinkedIn, Events and collaborating with your Account Executive and Studios Team
• Help boost our outbound outreaches through multiple approaches (by social selling, cold calling, LinkedIn Navigator)
• Ensure the quality of pre-qualification and support our team in closing deals
• Actively seek out profitable partnerships and business opportunities
• Help shape the future of charles' mission with your perspectives, ideas, and skills

VP, Sales – Stock Plan Services, Private Equity

Business Development Representative