The most successful AEs that I've worked with have a long list of key attributes that set them apart from the rest. These attributes include * responsiveness * curiosity * resilience * authenticity * collaboration * rapport building * not being afraid to fail * thriving on challenges Important tactical skills which I see in top reps are around strong sales execution behaviors. Skills such as thorough preparation, stakeholder management, ability to multi-thread, drive urgency, and create contingency plans are how Account Executives consistently win deals. They also make sure to never take their foot off of the gas when it comes to prospecting. They know its the only way to ensure they have the pipeline needed to execute. It’s this combination of sales execution skills and the attributes associated with a relentless drive to exceed goal and build strong relationships which enable reps to consistently be at the top of the leaderboard.

LIke most professions, you can not lead a team well if you haven't done the job yourself. Must Haves : * You should have been a quota carrying sales rep for at least 3 to 5 years before you can transition into sales leadership. * Have a good understanding of the product. You don't want to be in a meeting with your sales rep where you are not able to answer the use cases and functionalities of your profuct to the customer without any hesitation * Good understanding of the market you operate in * Ability to motivate the team and shield any unnecessary pressure from top management * Good analytical skiils would always help you to identify trends in the market place as well as your own internal metrics * Listening skills : They are both important as a sales rep as well as a sales leader. * Focus on Culture :Though some people might put this under "Nice to Haves", I strongly feel that being focussed on culture and building a strong team culture helps a sales leader a lot. Nice to Haves * Some experience around areas of business development and customer success is always helpful * Project management skills can come in handy as you go up the hierarchy and need to work across cross-functional teams

Better Together - Collaboration with other departments and Sales Enablement If you have not already started to build out councils with your core heads of department this will allow for set times for you all to meet to collaborate on the enablement priorities and build out RACIs to outline who is responsible during each phase of each project. Below are three steps that can help you start one 1. Meet with all the key department heads that you need to collaborate with to effectively manage or funnel all the information that is required for sales enablement to build strategy and enablement for the field. Explain what your organization is responsible for and how you can partner together 2. Schedule regular cadence with one representative from each group and form your sales enablement governance council - this allows each head of the department to delegate someone to represent that group in any or all projects that require you all to work together. 3. Keep it documented, share the successes, take input and build together The above is the most efficient to build credibility, trust and collaboration with your department heads, remember they will be talking to the sales leaders in other meetings just like you so building your collaboration and trust will help you all partner better together for the benefit of the sales and the organization.

Sales is an ever-evolving sport and there is no sitting on your laurels if you want to stay ahead. Companies are constantly on the look-out for cutting edge technology to train & tune sales skills, increase industry knowledge, and show-up well in-front of customers. Adoption of new tools, tactics, & strategies include: * Understanding the role of AI in sales interactions * Finding ways to uncover customer pain-points before hearing it directly from a prospect/client * Staying on top of best-in-class sales methodologies (or often creating their own) * Leveraging a simple, clear, and efficient sales process that maps to the buying journey of clients

To effectively define the metrics for which you should hold sales accountable, I look at a few things: 1. Understand the "Sales Math" of the business across some core universally applicable SaaS Sales metrics 2. Compare the performance of the top 1/3 AE's against the bottom 1/3 AE's and look for which metrics contribute the most to high performance. 3. Go deep in those categories and correlate the activities top performers do differently to achieve these results. Quantify these activities to define supporting metrics which will lead to success. To break this down, let's understand the foundational "Sales Math." This is the equation to hit quota. The equation is fairly simple, but everyone's vernacular is different. It is actually extremely important to have very well defined steps in the equation to get consistency across your entire team. For example, we use opportunity stages with clear exit criteria for the buyer & seller to provide consistent insight into our Sales Math. So I would actually use a Stage 1 Opp Created - instead of Discovery Call, and Stage 3 Opp instead of Demo. For the purposes of this article, I'll use general sales terms that each business should be able to use as a starting point and customize from there. Here are the metrics that go into the Sales Math equation: * Activities to create a Discovery Call * # Discovery Calls per quarter * # Demos per quarter * Discovery Call to Demo conversion ratio * # Closed Won Deals per quarter * Demo to Closed Won conversion ratio * Average Deal Size * Average Deal Cycle These metrics will allow you to create the math to hit quota. If the current team's metrics do not consistently lead to the results you're looking for, then the Sales Math may be aspirational. If your team is executing against plan, then this may be your actual current metrics. Regardless, this is what you should feel confident telling AE's is the realistic, attainable and surpassable way to hit quota. For example, it could look like: $250k Quarterly Quota Average Deal Size of $84k 3 Deals to hit quota Close ratio of 33% 9 Demos needed per quarter 60% conversion ratio of Disco to Demo 15 Discovery Calls needed per quarter 50 Activities to create a Disco 750 Activities needed per quarter* *one note on activity. It's a metric I'll always track to understand a baseline level of effort, but I will often leave this out of the Sales Math when dealing with higher complexity sales and more senior AE's. Up to you if this should be in your Sales Math equation. Now take your Sales Math, and map your high performers against your low performers to look for which metrics have a high correlation with success. This exercise can be extremely surprising, so be open to what the data shows you, and hold your strong opinions loosely. Let's extrapolate this exercise across two different scenarios: Scenario 1 - Enterprise Here's how the exercise played out when running it against a more enterprise business (numbers are directional): 1. Activity, Discovery Calls and Demos were almost identical across high & low performers. This told me that pushing "more activity" was only going to have so much impact on performance. 2. The Closed Won conversion of top performers was 46% vs. 25% for the low performers. This was a huge gap, and had major implications on the Sales Math. 3. The Average Deal Size of top performers was $160k vs. $70k for low performers. This is also a huge gap compounded the success or struggles of each group when combined with the stat above. So the key metrics to optimize were Average Deal Size and Demo to Close Ratio. We wanted to maintain our activity levels, but really lean into increasing ADS and strategies to help with Deal Execution. Based on this knowledge of what would have the biggest impact in high performance vs. low performance, we added in some metrics & activities that would contribute to these results: * Updated our account prioritization to ensure a focus on the top deals & tracked activity against Priority 1 accounts * We blocked off time each week to prospect into our top accounts & scheduled strategy sessions to help get more meetings with these accounts * We tracked # of Discos with P1 accounts * # of Demo's with $100k+ Opportunities For Deal Execution * We tracked multi-threading in each account * Have we made an executive connection? * We created a cross-functional meeting to lean into competitive differentiation strategy * We set a threshold for accounts that needed a key deal review & updated our process to improve efficiency and make room for more accounts reviewed each week. Scenario 2 - Transactional Here's how the exercise played out when running it against a more transactional business (numbers are directional): 1. There were two camps of high performers. Those with extremely high activity, and those with higher disco to demo efficiency. Our most consistent top performer was a combination of both. Low performers fell into a similar pattern of either low activity or low conversion of discos to demos. 2. Deal size and win rate didn't have dramatic differences outside of 1 AE who closed the largest deal in segment history. This wasn't repeatable so we eliminated that result instead of putting too much time in hunting whales. 3. Average Deal Cycle for top performers was 39 days vs. 52 days for lower performers. Top AE's were closing deals faster, which allowed for more time to close more deals. From this data we defined additional metrics and activities to drive better results: * Upped the baseline activity volume expectations - there is a diminishing point of returns, but higher volume was almost always a component of success. We raised the bar, but also coached our highest volume AE's to lean more into their efficiency metrics instead of pushing to just do more. * Managers went deep on quality of discovery calls coming into the funnel * Title & Seniority level of Prospects - lower conversion was correlated with lower titles. * Was the company in our Ideal Customer Profile? Quality of company greatly impacted conversion * Why now? Did we offer someone a gift card or just bug them until their defense was worn down? Or was this call predicated on funding, a new hire, an inflection point in the business, intent or some other business catalyst? * Managers inspected quality of prospecting messages * Managers inspected quality of discovery calls * We rallied around creative promos to help the team close deals faster * We replicated decks top AE's were using to build value and establish trust faster In both Scenario 1 and 2 - we started with the baseline Sales Math, and through comparison of top performers vs. low performers we were able to lean into the 2 key metrics that had an outsized impact on performance. We then defined key activities and additional metrics which we could hold the team accountable to, that we knew would correlate towards greater success across the team. How easy was that? :)

According to all the websites and experts, a typical career path for a sales professional is to move from BDR to AE to Sales Manager, or a variation of this, and that can absolutely be your path. What you'll most likely find, is that there is NO typical path - especially as you discover who you are as a sales professional and your sales style. Each of us have unique strengths and interests, and instead of focusing on a career ladder, where you only have one option in moving up/down in roles, you should focus on in developing your career lattice based on skill and sales style. By this, I mean: Identify what you know and don't know, as it pertains to the sales process: * What parts of the sales process you are skilled in and can leverage as you progress in your career? This can be leveraged to identify roles that you qualify for, can succeed in, and show your expertise. * Where in the sales process do you need to develop or hone your skillset further? This info can be used to identify which roles can help you grow and develop your expertise in the sales process. Determine the type of seller you are/sales motion you are interested in: * Do you like speaking to decision makers early in the sales process? Do you like working multiple deals at the same time? Do you want to close multiple deals a month/quarter? * Would you prefer a longer sales cycle with each prospect? Do you like building long-term relationships and developing plans and strategies that span across multiple buying panels and decision makers? Are you content with closing 1-2 deals a quarter, or even a year? * Do you prefer to work with buyers who are early adopters, where you sell vision and strategy and a reasonable approach to taking risks, or do you prefer working with early/late majority buyers, when what you're selling may have mass market appeal and your buyer is a bit more risk-averse. Once you have identified the type of seller you are, the sales motion you most prefer, the skill set you have today and where you want to develop further in the sales process, you now can make an informed decision about YOUR career path and identifying what is the best next move for you. This may be a move up, across, diagonal or down - as long as you're making career decisions with information and goals to continue your growth, it's a good move. Remember, it's not about doing what's typical, it's about making career decisions that makes it right for you.

As the first GTM hire and sales leader at Vanta, hitting our weekly revenue target was the absolute most important thing that I could do for myself, for the company, and for my CEO. Yes, you read that correctly, I had a weekly revenue target that I had to hit (and that we exceeded on a weekly basis for the first few years). Why weekly? I think it came from some YC guidance. :) If you're taking on a first sales leader role where there are literally no sellers, it's critical that you first roll up your sleeves and prove (on a repeated basis) that you can close deals and hit the revenue targets. Once you've established that you can get the job done, it'll become obvious to you when it's time to start scaling. And if it's not obvious to you, it might be obvious to someone else, like your CEO. To put yourself in a position where you're ready to start adding bodies, be sure to not overlook investing in key systems (i.e. buying your CRM) and processes (i.e. creating an AE hiring loop). If you're taking on a first sales leader role where there are already butts in seats, your primary responsibility is still to hit the number, whatever it takes. Rather than immediately rolling up your sleeves and learning how to close a deal (though this is something you should prioritize), you might instead start by doing an audit of the sales org that you're joining. Doing an audit should help give you a better sense of how strong (or weak) of a position you and the team are in to hit the revenue targets. My advice, communicate up (to your CEO) your findings as they come, and with full honesty. As the CRO of Snowflake once told me, "Sales leadership is a single elimination tournament, if you miss your number, you should expect to be replaced." It's a bit extreme, but it's also not wrong.

Common mistakes include: * Focusing on why you want to work at X company, but not why you want Y job (it's arguably more important to show why you're drawn to the role that you will be doing every day rather than just the company you will be joining) * Not having any questions whatsoever for your interviewer at the end (it's important to show that you took some time to think through thoughtful questions) * Spending more than half the interview going through every single job you've ever had (essentially, reading off the resume). Perfect your elevator pitch for yourself. In just a few minutes, how can you tell your story effectively and succinctly? * Indicating that you've never had any setbacks, failures, or difficulties in your previous roles (no one is perfect so being able to speak to setbacks and what you've learned from them is important) * Not knowing much about the company, its products/services, value props of what you would be selling, etc. (little-to-no research done before the interview shows a lack of Investment on the interviewee's end)

So much of the sales KPI tracking has been automated (# meetings, Pipeline generated, funnel progression) so I find the manual ones more difficult to track, but move the needle the most. ie: how many on-sites did a rep conduct this quarter? It's a manual process for reps to log into a CRM and update a meeting field as "in person" and often gets over looked in an organization. There is no substitute for in person meetings. Another example that's difficult to track things like how many new business units or contacts from other business units you broke into in a month, quarter, or year.

Be transparent and share the “why”: Each SDR should be able to articulate the purpose of their role, the rationale behind their goals, and the methodology used to calculate key performance indicators (KPIs). While many teams have robust processes to determine these factors, they often fail to provide transparency to their teams. When metrics are perceived as being dictated without explanation or “handed down”, they become less motivating. Encourage individuality- Find areas where SDRs can flex their creativity, contribute to experiments, and express their opinions. When you go overboard with processes on an SDR team, it takes away the joy from the work and lowers the possibility of discovering impactful ideas. Create a team that defaults to collaboration and praises readily- While a slack channel, shout-out specific application, or kudos google form can be well intentioned, they often go underutilized. We know that if our team has downtime, they are probably using it to update Salesforce. Make giving praise part of an essential process that is already done!