Sales Development Representative, Account Expansion – Existing Customers

Granum

. Call existing customers to identify and qualify expansion opportunities .

Posted 10/31/2026full-timeRemote • United States, CanadaMid-LevelSenior💰 $55,000 - $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in upselling and cross-selling invoicing and payments products while effectively managing customer relationships. Proven ability to conduct high-volume outreach and track sales activities using Salesforce.

Highest-signal resume keywords

Sales ExperienceCustomer SuccessUpsellingSalesforce ProficiencyPayments Solutions Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

UpsellingCross-SellingSalesforcePipeline ManagementInvoicing ProductsPayments ProductsHigh-Volume OutreachCustomer Objection HandlingExpansion Meetings BookingMessaging Playbook Creation

Soft Skills

PersonableEnergeticGoals-OrientedOrganizedCollaborative

Industry Keywords

SMB SalesGreen Industry SalesCustomer SuccessExpansion OpportunitiesCustomer Engagement

About the role

Key responsibilities & impact

Call existing customers to identify and qualify expansion opportunities
Upsell and cross-sell invoicing and payments products
Drive adoption among clients who have not activated key Granum features
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
Coordinate warm handoffs
Track activity, pipeline, and outcomes accurately in Salesforce
Maintain knowledge of invoicing and payments products and handle common objections
Share effective messaging, customer objections, and conversion insights
Help create the playbook for messaging and Customer Success handoffs

Requirements

What you’ll need

Previous experience in sales, customer success, or account management, especially upsell or expansion conversations
Personable, energetic, and enjoys talking to people
Natural conversationalist able to move from small talk to business conversations
Goals-oriented and motivated by hitting numbers
Organized and disciplined for high-volume outreach
Ability to work in a fast-paced, collaborative environment and take feedback
Ability to learn products quickly and speak about them confidently
Interest in building a sales career
Experience selling payments solutions to SMBs is a plus
Experience selling into the green industry is a plus
Must have proper work authorization to work for any employer in Canada or the U.S. without company sponsorship

Benefits

Comp & perks

Comprehensive medical, dental, and vision coverage with multiple plan options for U.S. employees
HSA/FSA accounts, disability and life insurance, and more for U.S. employees
Employer-funded HSA-based benefits plan with drug, dental, and mental health coverage for Canada-based employees
401(k) matching for U.S. employees
RRSP matching for Canada-based employees
Tailored career development conversations
Support for tools, courses, and resources for professional growth
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 authorization without sponsorship