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Role description

Director of Sales

Workiz logoWorkiz
Reports to a founder
TypeFull-time
WorkplaceHybrid
SeniorityDirector / Executive
LocationSan Diego, CA
Sales

Who Are We?

Proud to be named the #6 Best Place to Work in San Diego by the San Diego Business Journal!

Workiz is the leading SaaS platform for field service teams, trusted by over 120,000 pros. We help real, hard working people run and grow their businesses, with an end-to-end solution that enables them to schedule jobs, dispatch, invoice, track performance, get paid in the field, plus so much more - all in one place!

We're on a mission to revolutionize our industry by “automating everything but holding the wrench,” providing our users with smart, AI-powered tools that will replace time consuming tasks, generate more revenue, and provide peace of mind, freeing our users to focus on building their small business into an empire.

Who Are You?

The ideal candidate will be results-oriented, adaptable, and capable of driving growth in a dynamic SaaS environment. They should be adept at building and maintaining relationships with both clients and internal teams, while consistently delivering high-quality software solutions that meet customer needs. This role reports directly to our Founder, offering a rare opportunity to shape Workiz's sales strategy and growth at the highest level.

What You'll Do

  • Develop and implement effective sales strategies to achieve revenue targets and expand the customer base
  • Build and run the sales management operating rhythm: 1:1s, pipeline and deal reviews, forecast calls, and weekly KPI reviews.
  • Own performance management across AE and SDR teams, including clear expectations, coaching plans, and PIPs when needed.
  • Develop the AE Team Lead and SDR Team Lead into strong leaders, and build the bench for future leaders.
  • Partner with RevOps on forecasting accuracy, territory and quota design, and CRM hygiene.
  • Partner with CS on handoffs, retention signals, and expansion.
  • Oversee the entire sales process, from prospecting to contract execution
  • Co-facilitate Discovery Calls, Product Demos and Presentations to prospects
  • Analyze market trends and adjust strategies accordingly to stay ahead of competition
  • Set and monitor sales quotas, KPIs, and performance metrics for the sales team
  • Prepare and present sales reports to senior management.

Work Model

This is a hybrid role working Tuesday, Wednesday, Thursday in our San Diego office and remaining days working remotely.

Requirements

Minimum Qualifications:

  • Bachelor's degree in Business, Marketing, or a related field, or relevant hands-on experience
  • 8+ years in SaaS sales with a proven track record of meeting or exceeding targets, including 3+ years leading quota-carrying teams, ideally with managers reporting to you
  • Strong leadership and team management skills
  • Excellent communication, negotiation, and presentation abilities
  • Deep understanding of the SMB buyer: how owner-operators evaluate, buy, and adopt software.
  • Experience in developing go-to-market strategies and leading high-velocity SMB sales
  • Proficiency in CRM systems and data analysis
  • Ability to work in a fast-paced environment and handle high-pressure situations

Bonus Points:

  • Specific experience with technology in the trades, as well as knowledge of and relationships with key influencers in the trades.

Relevant archetypes

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Company info

Workiz logo

Workiz

Founded in 2015, Workiz is a SaaS CRM platform for small to medium-sized on-demand field service businesses, such as HVAC, plumbing, and electrician businesses. With Workiz, field service pros can grow their business by ditching antiquated business management methods such as pen and paper, Excel spreadsheets, and Google Calendar. Workiz provides an all-in-one platform which allows them to manage and streamline their operation and continuously grow. Clients report a 22% increase in revenue since starting to use the Workiz platform. Headquartered in San Diego, California, Workiz serves the North America field service markets and was selected as both a ‘Facebook Playground’ partner and a ‘Google for Startup Accelerator’ partner.

Series C
Founded2017
HQSan Diego, United States
Size51–200 employees
Unlock human wisdom
ThesisTermsPrivacy
Industry
Field Service Management
Funding
  • Series C · Nov 17, 2021

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