Overview
Klaviyo values diverse backgrounds and perspectives and encourages applicants who are close to the description to apply. This role is the Commercial AE CG partner to Customer Success and Renewals, focusing on cross-sell and upsell with SMB and entrepreneur customers, educating them on Klaviyo’s portfolio, and driving value, revenue impact, and long-term relationships. The role targets ICPs for expansion, maintains a disciplined forecast, and aims for consistent monthly and quarterly quota attainment. Job Summary
The Commercial AE CG collaborates with Customer Success and Renewals to drive cross-sell and upsell opportunities, educate customers on Klaviyo’s portfolio, maximize value, revenue impact, and long-term relationships, and manage expansion opportunities with a disciplined forecast and quota attainment. Duties/Responsibilities
Work cross-functionally with teams such as Customer Success, Renewals, Solution Architects, Partnerships, and Marketing to ensure a seamless customer experience and accelerate value realization. Engage existing customers to uncover needs, advise the right-fit solutions across the Klaviyo portfolio, and deliver tailored product demonstrations that emphasize value and outcomes. Identify and prioritize ICPs for expansion within the whole product portfolio to grow Klaviyo’s footprint in existing accounts. Build and manage pipeline within the book of business; apply a documented account planning approach and maintain org maps to reach economic buyers and advance multi-threaded evaluations. Apply consultative selling and ROI-backed business cases; tailor assets and demos to discovery insights to drive executive alignment and decision quality. Maintain SFDC hygiene and forecasting with accurate stages, dates, next steps and rationale, for predictable roll-ups to leadership. Negotiate strategically using value-led approaches aligned to pricing/packaging guardrails; limit discounting to justified, time-bound scenarios with clear business rationale. Consistently achieve monthly and quarterly quota while balancing prospecting, customer meetings, CRM administration, and enablement/self-development blocks. Perform other related duties as assigned. Required Skills/Abilities
Excellent customer service, business development, and sales acumen with a consultative approach focused on customer outcomes and value. Clear and concise communication and presentation; active listening and persona-specific messaging for both functional and executive audiences. Consultative selling and discovery depth; ability to translate business objectives into ROI-justified use cases and tailored demos. Analytical mindset with the ability to run ROI analyses, interpret funnel/forecast signals, and apply e-commerce/SMB metrics to quantify impact. Multi-threading and executive engagement to build consensus across stakeholders, supported by structured workback plans. Strategic territory/account planning with tiering, top-account prioritization, and competitive plays grounded in research and account mapping. Pipeline creation within an existing customer base, with timely follow-up on inbound signals and orchestration of campaigns and partner collaborations. Negotiation discipline with pricing/packaging fluency; uses commercial levers to close with justifiable discounts and aligned terms. Collaborative selling and cross-functional coordination with pre-call prep and role clarity. Tools proficiency: Salesforce, Outreach, LinkedIn Sales Navigator, Apollo, and Gong, with strong SFDC hygiene. Growth mindset; actively seeks feedback, pursues enablement, and shares best practices to raise team performance. Education and Experience
1+ years of Business Development experience with strong performance; 1+ years of Account Executive/closing experience preferred Experience within SaaS/MarTech is a plus Bachelor’s degree or above is a plus Physical Requirements
Prolonged periods of sitting at a desk and working on a computer Other
Please note that job responsibilities may change and your team lead will be the most up-to-date source for job expectations. Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment. Applies to job postings and employment practices. Equal Opportunity and Privacy: Klaviyo is an equal opportunity employer and does not discriminate on protected characteristics. We provide an overview of privacy practices and processing of personal data in our Job Applicant Privacy Notice. By participating in the interview process you acknowledge our guidelines for using AI in the Klaviyo interview process and consent to processing of your personal data as described in the notice.
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Klaviyo values diverse backgrounds and perspectives and encourages applicants who are close to the description to apply. This role is the Commercial AE CG partner to Customer Success and Renewals, focusing on cross-sell and upsell with SMB and entrepreneur customers, educating them on Klaviyo’s portfolio, and driving value, revenue impact, and long-term relationships. The role targets ICPs for expansion, maintains a disciplined forecast, and aims for consistent monthly and quarterly quota attainment. Job Summary
The Commercial AE CG collaborates with Customer Success and Renewals to drive cross-sell and upsell opportunities, educate customers on Klaviyo’s portfolio, maximize value, revenue impact, and long-term relationships, and manage expansion opportunities with a disciplined forecast and quota attainment. Duties/Responsibilities
Work cross-functionally with teams such as Customer Success, Renewals, Solution Architects, Partnerships, and Marketing to ensure a seamless customer experience and accelerate value realization. Engage existing customers to uncover needs, advise the right-fit solutions across the Klaviyo portfolio, and deliver tailored product demonstrations that emphasize value and outcomes. Identify and prioritize ICPs for expansion within the whole product portfolio to grow Klaviyo’s footprint in existing accounts. Build and manage pipeline within the book of business; apply a documented account planning approach and maintain org maps to reach economic buyers and advance multi-threaded evaluations. Apply consultative selling and ROI-backed business cases; tailor assets and demos to discovery insights to drive executive alignment and decision quality. Maintain SFDC hygiene and forecasting with accurate stages, dates, next steps and rationale, for predictable roll-ups to leadership. Negotiate strategically using value-led approaches aligned to pricing/packaging guardrails; limit discounting to justified, time-bound scenarios with clear business rationale. Consistently achieve monthly and quarterly quota while balancing prospecting, customer meetings, CRM administration, and enablement/self-development blocks. Perform other related duties as assigned. Required Skills/Abilities
Excellent customer service, business development, and sales acumen with a consultative approach focused on customer outcomes and value. Clear and concise communication and presentation; active listening and persona-specific messaging for both functional and executive audiences. Consultative selling and discovery depth; ability to translate business objectives into ROI-justified use cases and tailored demos. Analytical mindset with the ability to run ROI analyses, interpret funnel/forecast signals, and apply e-commerce/SMB metrics to quantify impact. Multi-threading and executive engagement to build consensus across stakeholders, supported by structured workback plans. Strategic territory/account planning with tiering, top-account prioritization, and competitive plays grounded in research and account mapping. Pipeline creation within an existing customer base, with timely follow-up on inbound signals and orchestration of campaigns and partner collaborations. Negotiation discipline with pricing/packaging fluency; uses commercial levers to close with justifiable discounts and aligned terms. Collaborative selling and cross-functional coordination with pre-call prep and role clarity. Tools proficiency: Salesforce, Outreach, LinkedIn Sales Navigator, Apollo, and Gong, with strong SFDC hygiene. Growth mindset; actively seeks feedback, pursues enablement, and shares best practices to raise team performance. Education and Experience
1+ years of Business Development experience with strong performance; 1+ years of Account Executive/closing experience preferred Experience within SaaS/MarTech is a plus Bachelor’s degree or above is a plus Physical Requirements
Prolonged periods of sitting at a desk and working on a computer Other
Please note that job responsibilities may change and your team lead will be the most up-to-date source for job expectations. Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment. Applies to job postings and employment practices. Equal Opportunity and Privacy: Klaviyo is an equal opportunity employer and does not discriminate on protected characteristics. We provide an overview of privacy practices and processing of personal data in our Job Applicant Privacy Notice. By participating in the interview process you acknowledge our guidelines for using AI in the Klaviyo interview process and consent to processing of your personal data as described in the notice.
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