- Own expansion revenue end-to-end: upsells, cross-sells, contract expansions, and renewals
- Build executive relationships with documented account plans and multi-year growth strategies
- Multi-thread across marketing, sales, and compliance stakeholders within complex accounts
- Build and manage a strong pipeline at full ramp; maintain disciplined hygiene and accurate forecasting in Salesforce
- Lead commercial negotiations from qualified opportunity through legal and procurement to a signed contract
- Use AI tools to research accounts, surface expansion signals, and accelerate deal prep
- Partner with Client Success, Product, and Sales to refine the expansion playbook as the platform evolves
- Represent Red Oak at industry events and client on-sites; approximately one trip per month
Artificial IntelligenceSalesforceNegotiation+2 more