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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong capabilities in upselling and cross-selling invoicing and payments products, with a focus on building customer relationships and driving product adoption. Proficient in tracking sales activities and outcomes using Salesforce while maintaining a disciplined approach to high-volume outreach.
Highest-signal resume keywords
Upselling ExperienceSalesforce ProficiencyCustomer Success CollaborationHigh-Volume OutreachProduct Knowledge of Invoicing and Payments
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
PersonableEnergeticGoal-OrientedOrganizedNatural Conversationalist
Industry Keywords
Customer SuccessAccount ManagementExpansion OpportunitiesInvoicing SolutionsPayments Solutions
About the role
Key responsibilities & impact- Call existing customers to identify and qualify expansion opportunities, focusing on upselling and cross-selling invoicing and payments products
- Drive adoption conversations for Granum features that clients have not activated
- Qualify and book expansion meetings for the Customer Success team
- Build pipeline from the existing customer base
- Conduct high-volume, phone-first outreach supported by email and sequences
- Partner with the Payments team and Customer Success to identify expansion signals and coordinate warm handoffs
- Track activity, pipeline, and outcomes accurately in Salesforce
- Maintain product knowledge of invoicing and payments solutions
- Handle common objections and share effective messaging, client objections, and conversion insights
Requirements
What you’ll need- Previous experience in sales, customer success, or account management is a plus, especially upsell or expansion experience
- Personable, energetic, and enjoys talking to people
- Natural conversationalist able to transition from small talk to business conversations
- Goal-oriented and motivated by hitting numbers
- Organized and disciplined for high-volume outreach
- Able to work in a fast-paced, collaborative environment and take feedback well
- Able to learn products quickly and speak about them confidently
- Interested in building a career in sales
- Candidates must have proper work authorization to work for any employer in Canada or the U.S. without sponsorship
Benefits
Comp & perks- In the U.S., comprehensive medical, dental, and vision coverage with multiple plan options
- HSA/FSA accounts
- Disability and life insurance
- In Canada, employer-funded HSA-based benefits plan with drug, dental, and mental health coverage
- 401(k) matching for U.S. employees
- RRSP matching for Canada employees
- Tailored career development conversations
- Support for tools, courses, and resources
- Unlimited Paid Time Off
- Paid company holidays
- Company-wide winter break from December 24 to January 1
- Collaborative, supportive team culture
- Work authorization support is not sponsored; candidates must have proper authorization without sponsorship
