Sales Development Representative, Account Expansion (Existing Customers)
Quick Summary
Previous experience in sales, customer success, or account management, ideally involving upselling, cross-selling, or account expansion. Strong interpersonal and communication skills,
In this role, you will focus on developing existing customer relationships and unlocking new revenue opportunities within an established client base. You will identify opportunities to introduce additional products and services, with a particular focus on invoicing and payment solutions. Through proactive, high-volume outreach, you will help customers maximize the value of the platform while generating qualified expansion opportunities. Working closely with Customer Success, Payments, and Onboarding teams, you will contribute to stronger customer adoption and long-term growth. As the first representative dedicated to this function, you will also play an important role in shaping the account expansion strategy, refining outreach approaches, and building scalable processes. This is an exciting opportunity for a motivated sales professional looking to grow within a collaborative, fast-paced B2B SaaS environment.
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Proactively contact existing customers to identify, develop, and qualify account expansion opportunities, focusing on upselling and cross-selling invoicing and payment solutions.
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Drive product adoption by engaging customers who have not yet activated key platform features and demonstrating the value of additional solutions.
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Generate qualified expansion opportunities and schedule meetings for the Customer Success team, contributing to revenue growth across the existing customer portfolio.
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Execute high-volume, phone-first outreach campaigns, supported by email sequences and other communication channels, while maintaining consistent activity levels.
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Collaborate with Customer Success, Payments, and Onboarding teams to identify customer needs, recognize expansion signals, and coordinate effective handoffs.
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Maintain accurate records of sales activities, pipeline development, and outcomes within Salesforce.
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Develop strong product knowledge, particularly around invoicing and payment solutions, to confidently communicate benefits and address common customer objections.
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Share customer feedback, successful messaging strategies, and recurring objections to help continuously improve the account expansion playbook.
Requirements
~1 min read-
Previous experience in sales, customer success, or account management, ideally involving upselling, cross-selling, or account expansion.
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Strong interpersonal and communication skills, with the ability to build rapport, engage customers naturally, and turn conversations into meaningful business opportunities.
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A customer-oriented mindset, with excellent listening and questioning skills to understand customer challenges and recommend relevant solutions.
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A results-driven attitude, with strong motivation to achieve sales targets and contribute to revenue growth.
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Excellent organizational skills and the ability to manage high-volume outreach while maintaining consistency, accuracy, and follow-through.
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Adaptability and the ability to thrive in a fast-paced, collaborative environment, with openness to feedback and continuous improvement.
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Strong learning agility, with the ability to quickly understand software products and communicate their value confidently.
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A genuine interest in developing a long-term career in sales, particularly within the B2B SaaS industry.
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Previous experience selling payment solutions to small and medium-sized businesses, B2B SaaS sales, or serving customers in the landscaping, arboriculture, tree care, or snow and ice management industries would be considered a strong advantage.
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Must be legally authorized to work in Canada without requiring employer-sponsored work authorization.
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Ability to travel across Canada and the United States at least once per quarter.
What We Offer
~2 min readLocation & Eligibility
About this job
- Pay per year
- CA$65,000–CA$70,000 a year
- Who can apply
- United States
- Posted
- Today
Listing Details
- Posted
- November 2, 2026
- First seen
- November 2, 2026
- Last seen
- November 2, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 80%
- Scored at
- November 2, 2026
Signal breakdown
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