Good question! I evaluate every sales candidate who is interviewing to join my team on the same 3 criteria: 1. Sales Skills & Knowledge - key expertise & skills required to be an effective salesperson (ex. conversation generation, discovery, relationship building, business case construction, managing a closing process, etc.) 2. Core Behavioral Competencies - the characteristics that can contribute to success as a salesperson (ex. motivation, presence, adaptability, coachability, etc.) 3. Alignment to Company Values - the main values we expect to be shared by all employees within the organization That said, there are aspects that tend to separate the GREAT from the BEST sales candidates. As a I reflect back on the VERY BEST salespeople I've worked alongside and had the opportunity to lead throughout my career, each of them also embodies the following: 1. Intellectual Curiosity - an innate curiosity of the world. Individuals who are deeply facinated by people & relationships, the problems or challenges they may be facing, and have a perpetual hunger to continue learning from others. These individuals tend to be the best at truly understanding a customer's objectives/pain points which enables them to provide the best solutions. 2. Resilience - formed through tremendously challenging experiences outside of their career. Each of the best people I've worked with has done something incredible in their lives before I met them. They've had success in the face of adversity. By being able to acheive their goals amidst chaos, they learned how to maintain focus on the most critical behaviors, keep themselves above the line, and weather the headwinds. These individuals tend to be the best at managing through the biggest downsturns of a life in sales. 3. Leadership - not operating behind a title, these indvidiuals embody the truest aspects of Leadership. Always putting the team's development & success above their own self-interest, these individuals find opportunities to innovate within their sales motion, and go out of their way to share their learnings & best practices with the team.

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.

I always recommend that candidates study the job description carefully. Take a look at the qualifications and skills/experience that the hiring manager wants. Do your best to come up with examples/stories to showcase those desirable skills/experiences in the interview. If you have time, it never hurts to connect with someone who is doing the role today and pick their brain on what they like, don't like, and do to succeed in the role. You should be able to find them on LinkedIn. This type of insight is invaluable as you will be learning from someone who is doing the job you want. If you're talking to a cross-functional partner that you're not as familiar with, get curious. For example, I really appreciate it when candidates take the time to ask me, "how can I make your life easier in this role? how can this role help contribute to your team?" This type of question is a launchpad and invitation to discuss future collaboration opportunities. Remember it's just as important for you to evaluate if this role or company is a right fit for you as it is for the hiring manager and company to evaluate if you are a right fit for them. So be sure to throw in one or two questions to help you evaluate your decision as well. 

Sales KPIs play a critical role in forecast accuracy, especially in unpredictable markets. Amidst the market turbulence, really the only thing you have are deal execution and forecast accuracy. The difference between having a math based forecast everyone is aligned around vs not is stark. There are so many ways to cut your forecast in an effort to determine where you'll land. The math itself is important but the most important is having a shared language and "walkup" in order to pinpoint the assumptions you're making - so you can have an in-depth discussion in a short amount of time.

It's a great question. I believe that all reps are continuously motivated by earning potential and career growth opportunities, regardless of the stage of the company. To get more nuanced, you'll see earlier hires more motivated by the combination of equity and cash, and you'll also see earlier hires hoping to leverage their early arrival to accelerate their career growth (vs later hires). As an aside, one of the real joys of leading and scaling sales teams is rewarding those deserving early hires with promotions, additional equity grants, etc. We've had the opportunity to do a lot of this at Vanta. More broadly, my advice is to spend a lot of time thinking about the design of your compensation plans (revisiting them at least annually) and also to map out levels and definitions for career growth sooner vs later. Make sure that you're putting your team in a spot where they believe they can hit their goals, and where they understand intimately what career growth means for them, and how to unlock it. Easier said than done. :)

Here are a few good OKRs that I focus on within my region: * Objective: Increase Revenue Growth * Result: Increase sales stage conversation rate by x % * Result: Increase average deal size by x % * Objective: Enhance Customer Retention & Satisfaction * Result: Increase net dollar retention rate for existing enterprise clients * Result: Generate a certain percentage of revenue from upselling and expanding customers. * Objective: Optimize Sales Process & Efficiency * Result: Decrease sales cycle duration by x % * Result: Improve win rate of inbound qualified leads * Result: Implement a new tool such as CI to improve productivity

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!

Here's some advice I would give to someone tasked with taking the sales function up-market in an existing business structure: *What sales cycles are repeatable that have closed up market? *What hiccups did you see in that original sales cycle? *Competitive Landscape *What potential objections change and how do you sell around them differently? *What was the process around: Security? Legal? Procurement? If you haven't closed anything up-market yet in your sales org, I recommend first asking for recommendations from your current customers that are down-market. An introduction is the best way to start this process from someone who is currently spending money with you. 

As a Sales professional we are often under a lot of pressure to close deals and meet our targets. If you're not careful you can quickly burnout especially when quotas reset each month or quarter. Over the years I’ve had to become more intentional in creating boundaries and finding new ways to recharge. Here are some ways that I’ve found success to prevent burnout and recharge: 1. Prioritize self-care: Prioritize self-care activities such as exercise, meditation, and getting enough sleep. Pay yourself first physically and mentally to stay energized and focused. 2. Take breaks: Take regular breaks throughout the day to rest and recharge. This could include going for a walk, having lunch with a friend, or breathwork between meetings. I also plan a trip each quarter to make sure I'm spending quality time with the family. 3. Set Boundaries: Improving my time management skills and creating clear boundaries between working hours and personal/family time. This can help you prioritize tasks and manage your workload more effectively.