SaaS High-ticket Closer

Position Title: High-Ticket Closer

Employment Type: Full-Time

Work Setup: Remote

Position Summary

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.

About the Company

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.

Key Duties and Responsibilities

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

Success in this role may be measured through the following:

• 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

Requirements

Qualifications

• Strong SaaS sales background is required
• Minimum of 3 years of closing experience, preferably in SaaS, software, fintech, AI tools, or B2B technology sales
• Proven ability to close high-ticket or subscription-based deals
• Experience selling to business owners, financial professionals, advisors, or professional service providers is strongly preferred
• Strong discovery, consultative selling, negotiation, and objection-handling skills
• Ability to clearly explain software value, ROI, and business impact
• Strong verbal and written communication skills
• High level of CRM discipline and pipeline organization
• Comfortable working in a performance-based sales environment
• Reliable internet connection and professional remote work setup

Preferred Qualifications

• Experience selling SaaS products to financial advisors, insurance professionals, wealth management firms, or financial service providers
• Experience selling AI software, automation tools, CRM platforms, marketing technology, or fintech solutions
• Proven track record of meeting or exceeding quota
• Experience with demo-based selling and multi-call close processes
• Familiarity with CRM tools, call tracking, proposal tools, and e-signature platforms
• Ability to sell both the technical value and business value of a software product

Benefits

Compensation

• $52,000 base salary for the first 90 days
• The first 90 days will be structured as a non-recoverable draw
• 15%–30% commission, based on performance metrics
• Uncapped earning potential based on closed revenue and sales performance