This is a very important question and one that not everyone will see eye to eye with me on this. But personally, it has never failed me up until now. There are a few elements that are common to candidates that have been proven to be successful: The first is tenacity. It is that inner hunger to learn new topics or master new skill sets. One who always finds ways to be proactive and push boundaries. When talking to candidates, I always look for a potential team member whom I will need to restrain rather than one I will need to nudge forward. The second is communication skills. A great seller is someone who you talk to and immediately comes off as connectable and relatable. Someone who has a clear understanding of the person in front of them. The third aspect would have to be very strong social and emotional intelligence. This goes hand in hand with having a client first mentality. A great candidate is one who will give the client the true sense that he puts their interest above anything. Earning that trust is key to building a long-term, healthy relationship.

Moving from a Manager to a Director means that you have the skillset to not only take action on tasks or initiatives given to you, but to be the one that provides the strategy and vision that creates the initiatives and tasks. Being proactive in identifying risk or future problems, thinking through possible solutions and what is best for your business, employees and customers, is key to moving from managing to directing. As a Director, you become more concerned with the broader business outcomes and how your team(s) impact those outcomes, as well as you take ownership in providing insights to the business to influence and determine the strategy. You can start to build these skills as an individual contributor. Don't wait for a leadership opportunity to learn when to speak up and provide information that can help the business, don't wait for someone to call on you to help solve a problem. Be proactive, think broader than your job, and be willing to do work that you're not compensated for to achieve the overall business goals.

Navigating tactical opportunities within our enterprise accounts is a challenging but vital aspect of my role. My team focuses on deals that align with our clients' strategic objectives. On average, each AE handles 3 to 5 opportunities per month. While many of the key stakeholders remain consistent (sponsor, procurement, key decision maker), the diverse nature of our products means managing these deals can be intricate and time-intensive. Understanding each product and its customer-centric benefits is crucial. This insight allows us to align and prioritize opportunities effectively. Once consensus is reached, establishing a mutual close plan with specific steps and responsible parties becomes much smoother. When execution is spot-on, and the product's benefits are acknowledged, quantified, and a timeline is set, the rest of the sales cycle shifts towards project management and ensuring accountability, rather than traditional selling. This approach ensures that our efforts are laser-focused on delivering value and driving outcomes for our clients in line with their strategic vision.

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.

One of the most important ways to help you stand out during a sales interview is to come into that interview well researched & prepared on the following: * The company & product * The interviewer * Your personal narrative * Relevant questions 1) Researching the company & product - be clear you understand what the company stands for, how they make money, and what value they deliver to clients (and be able to articulate it). You can usually do this by: * Reviewing the company website (especially blog posts, customer stories, and case studies) * Researching the company missions, vision, and values (usually in an "About Us" section) * Look at their social presence on Twitter, Instagram, Youtube, LinkedIn, etc. what are they posting about? * And if they have a free or trial version of the product, sign up for it & use it yourself 2) Researching the interviewer - get a feel for the interviewer's career path, their role & experience at the company, and what they personally care about. You can do this by: * Reviewing their LinkedIn profile to see prior work history & history with the current company * Check out social media Twitter, Instagram, YouTube, LinkedIn to see what they are posting about, and if they have written any blog post or articles themselves * See if you have any mutual connections and if you can do some back-channeling ahead of time 3) Preparing your personal narrative - make sure you have your professional story, what you want in your next role/company, and why you think you'd be the right fit for this specific role/company nailed: * Be able to tell the story of your professional journey, why you made the changes you made, and your track record of success along the way * Speak with conviction about your own personal values and what you are looking for in the next role/company (it's important there is mutual fit) * After reviewing the company, job description, and expectations, be able to speak to why do you think you are the right fit and what you can uniquely bring to the position 4) Preparing relevant questions - as an interviewer, I often get more from the questions a candidate asks because it can often provide insight into their own research & preparation, values, curiosity, and interest in the role/company: * Prioritize your questions based on what is most important to you (you'll likely only be able to get to a few of your questions in the first interview, so make them count) * Ensure the questions are relevant to that specific individual (executives will have a unique perspective on the company strategy & future, while potential peers & cross-functional partners can share more about the day-to-day and company culture) * And NEVER say you don't have any more questions (as this signals you are not well researched enough, aren't curious, and/or don't care about the role/position) Finally, as a BONUS TIP - always "close" on a sales interview by understanding definitive next steps and if the interviewer has any concerns or hesitations following your conversation

This is a great question, and how we have done this at Vanta has evolved over the years. Being thoughtful about how sales communicates updates to the rest of the company (and vice versa) is so critical. Today, we have a number of public slack channels where sales or GTM-related updates are regularly shared. We also host a public GTM All-Hands once a month that the entire company is (optionally) invited to attend. We also have monthly business reviews where GTM and EPD (engineering, product, design) representatives are asked to report on progress on key cross-functional company initiatives. All this to say, there are any number of ways that you can (and should) communicate sales updates to the rest of the company. Sometimes even a weekly email is enough to do the trick. H/t to my CRO for sharing that idea!

By far the most over-hyped KPI is total pipeline created. This is certainly a key metric to track week over week as a health check, but it provides little insight into what's actually going on. The problem with total pipeline created, is at no point should the conversation end with that KPI. If it's low - why? If it's high - why? Was it one large opp? Was it a bunch of baby opps? Was it quality pipeline? Was it from one AE/Segment/Business Unit - or is everything firing on all cylinders? At best it provides directional guidance to tune into major variances and inspect. At worst it provides false confidence in a pipeline that won't get you to goal. Typically addressing total pipeline creation falls into one of two camps: 1. Mention & move on. These are meetings where the metric is called out, compared to last week and it's either * Good - "great job, let's see if we can stretch this 10% higher next week" * Bad - "we really need to prioritize pipe gen this week. Get on it." 2. Paralysis by analysis. These meetings show the metric, and then dive into 40 slides with individual permutations of how everything performed over the past week; leading to information overload and very little insight into what actually needs to change. This is why instead of just tracking total pipe creation - we want to take a three-pronged approach: 1. How are we tracking towards our pipeline generation goal (which is a leading metric against future bookings)? 2. Identify the factors that are contributing to the current results. 3. Define strategies to optimize the path to goal The standard discussion described above hits the first objective, skips number 2, and the only strategy is often "do more." We could write an entire post on steps 2 and 3, but here are a few variables that can take your basic "total pipeline creation" reporting to the next level * # of opportunities created & average opportunity value. This controls for the one big opp skewing results. You generally want more big deals, but don't want to have to rely on only one big deal to hit the goal. This helps monitor quality & quantity. * Split by region/segment/AE's - this allows you to identify people and parts of the business that are doing well and understand why (do more of it, share learnings, double down). It also ensures that those who aren't doing well don't hide behind overall success of the business and get neglected. We want to identify why they're struggling, and ideally get them unstuck to improve performance. * Pipeline by opportunity source - attribution can lead to some sticky conversations, but tracking where the pipeline is coming from is necessary to improve the overall output. This isn't meant to start a blame game, but you can't optimize something you don't measure. So if AE's, SDR's, Marketing, Partnerships, or PLG is slacking - what can we do about it? If something is working incredibly well - how can we do more? * Pipeline conversion metrics - how is the pipeline that's coming in converting through the funnel to closure? Are disco to demo conversion rates improving, declining or staying the same? What about win rate? Any new trends where we should ride the wave? Anything that's not working which we should stop doing? These metrics will give you a much deeper understanding of the factors that contribute to current results and lay a strong foundation so you can define strategies to help optimize results. With a strong team and partners in marketing, partnerships, SDR and RevOps leadership - you're a brainstorming session away from having your best pipeline generation quarter yet.

As important as any KPI is why the metric is being measured, how you intend to reliably collect and review the data and the frequency you will get together to review the trend good or bad. In entering new markets, however difficult and unpredictable, you need to establish what you do believe to be true: size of the TAM, ICP definition and owners of each stage and target conversion of part of the funnel. Once you commit to the process - and give enough time for the work to show meaningful results, perhaps then can discuss what might feel arbitrary. If after all that there is still uncertainty about what goals might be realistic then commit simply to make improvements each week until there is enough data to set the right goal. Or take a leap of faith, set the goal and over communicate how and why you set it and what you'll do and why if you need to adjust at some point.

* Lack of Relevant Experience: It’s concerning if a candidate's resume lacks relevant sales experience or is not tailored in a way to showcase how their experience is relevant to the open role. Including a personalized cover letter or tailoring the summary/objective of the resume to highlight relevant skills and achievements is important to show alignment. * Inconsistent Job History: A history of short tenures at previous companies can raise concerns about a candidate's commitment and reliability. Aim to demonstrate stability and longevity in your roles, and be prepared to explain any job changes or gaps in employment during interviews. Additionally, always make sure that your resume aligns with the roles on your LinkedIn profile. It’s not a good sign when either the resume or LinkedIn is inaccurate. It’s surprising how often we see misalignment. * Not closing the interviewer: When it comes to a sales interview, not being prepared to ask for the next step in the process or get buy-in on their candidacy is a huge miss. As a sales professional in a sales interview, you are expected to close. It shows you investment in the role and your ability to move a conversation forward. * Skipping thank you notes: It may seem a bit old school, but the best reps I’ve ever hired have all written extremely thoughtful thank you messages during the interview process. Take the time to reiterate your interest in the role and thank the interviewer for their time and insights. It’s a sign of strong follow up and rapport building skills and can further set you apart from the candidate pool.