Teams at Loopio

Own GTM data hygiene, governance, and reporting across the revenue lifecycle. Build and maintain dashboards for pipeline, forecasting, and revenue metrics. Support forecasting, order-to-cash handoffs, CPQ and product catalog administration, and act as first point of contact for data and systems requests across Sales, Marketing, Finance, and Customer Success.

Manage mid-market customer accounts to drive adoption, retention, growth, and advocacy. Build deep customer relationships via email, phone, and in-person meetings; develop long-term plans aligned to Customer Journeys; analyze adoption and health score data; collaborate with Enablement, Account Management, Product, Support, and Services; surface customer insights and produce success stories and case studies.

Drive net-new B2B SaaS revenue for the SMB segment by prospecting, qualifying, demoing the Loopio platform, negotiating proposals, and closing deals. Manage opportunities through handover to Customer Success, revive inactive leads, and collaborate with Product to inform product improvements.