SaaS High-ticket Closer
Trivium
High-Ticket Closer
We are seeking a High-Ticket Closer with a strong SaaS sales background to sell a new financial advisor AI software solution.
This role is responsible for managing qualified sales opportunities, conducting discovery, presenting the software's value, handling objections, negotiating terms, and closing high-ticket deals. The ideal candidate has proven experience selling SaaS products, understands consultative selling, and can clearly communicate ROI, efficiency gains, and business impact to financial professionals.
We are looking for someone who is confident, disciplined, and capable of closing deals in a performance-driven sales environment.
We are a performance-focused digital marketing agency. We deliver tailored SEO, paid media, content strategies, and technology-driven growth solutions that drive revenue and visibility, with a strong emphasis on data-driven decision-making.
Full-Cycle Sales Execution
- Manage full-cycle sales opportunities from discovery to close
- Conduct sales calls, demos, and follow-ups with qualified prospects
- Sell financial advisor AI software to business owners, advisors, and decision-makers
- Lead discovery calls to identify business needs, pain points, budget, timeline, and decision-making process
- Present the software clearly and connect features to measurable business outcomes
- Maintain control of the sales process from first conversation to signed agreement
SaaS Solution Selling
- Communicate the value of AI software in improving productivity, client engagement, lead handling, and business growth
- Explain software benefits in a clear, practical, and ROI-focused way
- Tailor presentations based on the prospect's business model, goals, and current workflow
- Handle questions related to implementation, adoption, pricing, value, and long-term use
- Position the software as a solution to operational, sales, and client management challenges
Closing and Objection Handling
- Handle objections confidently and professionally
- Negotiate terms while protecting company pricing, value, and standards
- Close high-ticket software sales using consultative and value-based selling methods
- Maintain urgency and deal momentum through structured follow-ups
- Manage multi-step sales conversations and keep prospects moving toward a decision
Pipeline and CRM Management
- Maintain a clean and accurate sales pipeline in the CRM
- Track activity, deal stages, follow-ups, close probability, and conversion metrics
- Provide regular pipeline updates and revenue forecasts
- Document prospect needs, objections, next steps, and deal status accurately
- Use CRM data and performance metrics to improve sales execution and close rates
Cross-Functional Collaboration
- Work with leadership, marketing, and product support teams to align sales messaging with the software's capabilities
- Share market feedback on objections, pricing, positioning, and prospect needs
- Support the improvement of sales scripts, demos, case studies, and closing materials
- Ensure closed deals are properly handed off for onboarding and implementation
What We Provide
- Full-time remote role
- New financial advisor AI software offering
- Sales support, scripts, and positioning materials
- Performance-based commission structure
- Opportunity to grow with a high-potential software product
- Fast-moving, results-focused sales environment
Key Performance Indicators
- Closed revenue
- Close rate
- Pipeline conversion rate
- Sales activity and follow-up consistency
- CRM accuracy and pipeline hygiene
- Average deal size
- Sales cycle length
- Demo-to-close conversion
- Ability to meet or exceed performance-based commission metrics
Core Competencies
- SaaS sales
- High-ticket closing
- Consultative selling
- Software demos
- ROI-based selling
- Objection handling
- Pipeline management
- CRM discipline
- Financial services sales understanding
- AI software positioning
- Remote sales execution
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