EPISODE · Jan 22, 2024 · 21 MIN
Ep. 23: Winning Complex Buying Processes, a 6-figure Deal with Rachel Shi
from How the Deal was Done | Deal Stories Podcast · host Matthew Klingner | Andrew Kappel
Rachel Shi, a strategic account executive at Metadata, recounts a complex, 6-figure deal deal with a publicly traded EdTech company. Rachel has varied experience in tech sales, having worked in various roles and organizations, including Hootsuite and Vidyard, and even founding her own startup. Background: Rachel is a Strategic Account Executive at Metadata, with a background in design, founding a startup, and tech sales Rachel successfully got the deal done selling tech solutions to Docebo, a publicly traded Ed-Tech company providing Main Challenges: 8 month sale cycle with over 15 stakeholders Gaining executive sponsorship, dealing with a software approval committee, and convincing a previously uninvolved Google team to support the Metadata solution. Key Learnings: Nurture your champions Creative tactics to your advantage Focusing on aligning product with need Timestamps: [00:01:00] Rachel's career transition from design to tech sales [00:04:00] Beginning of the deal with Docebo [00:07:00] Challenges in obtaining executive sponsorship and committee approvals [00:10:00] Overcoming the final hurdle with the Google team [00:14:00] Securing the deal and post-deal reflections [00:17:00] Rachel's advice on personal development and sales strategy Connect on LinkedIn with Rachel: https://www.linkedin.com/in/rachshi/ Link to Ep from Scott Ingram Pod: Curiosity, Persistence and 100% Ownership with Rachel Shi: https://top1.fm/episode-123-curiosity-persistence-and-100-ownership-with-rachel-shi/ Rachel Shi Post with Recording of her Champion from Deal: https://www.linkedin.com/posts/rachshi_how-metadata-became-famous-in-docebos-gtm-activity-7137812589400461312-h-jf?utm_source=share&utm_medium=member_desktop Thank you to OrgChartHub for Sponsoring this episode. OrgChartHub helps HubSpot customers get big deals done since 2018. Learn more at OrgChartHub.com/podcast Questions, comments, ideas - connect with host Andrew Kappel on LinkedIn: **https://www.linkedin.com/in/andrewkappel/**
What this episode covers
Rachel Shi, a strategic account executive at Metadata, recounts a complex, 6-figure deal deal with a publicly traded EdTech company. Rachel has varied experience in tech sales, having worked in various roles and organizations, including Hootsuite and Vidyard, and even founding her own startup. Background: Rachel is a Strategic Account Executive at Metadata, with a background in design, founding a startup, and tech sales Rachel successfully got the deal done selling tech solutions to Docebo, a publicly traded Ed-Tech company providing Main Challenges: 8 month sale cycle with over 15 stakeholders Gaining executive sponsorship, dealing with a software approval committee, and convincing a previously uninvolved Google team to support the Metadata solution. Key Learnings: Nurture your champions Creative tactics to your advantage Focusing on aligning product with need Timestamps: [00:01:00] Rachel's career transition from design to tech sales [00:04:00] Beginning of the deal with Docebo [00:07:00] Challenges in obtaining executive sponsorship and committee approvals [00:10:00] Overcoming the final hurdle with the Google team [00:14:00] Securing the deal and post-deal reflections [00:17:00] Rachel's advice on personal development and sales strategy Connect on LinkedIn with Rachel: https://www.linkedin.com/in/rachshi/ Link to Ep from Scott Ingram Pod: Curiosity, Persistence and 100% Ownership with Rachel Shi: https://top1.fm/episode-123-curiosity-persistence-and-100-ownership-with-rachel-shi/ Rachel Shi Post with Recording of her Champion from Deal: https://www.linkedin.com/posts/rachshi_how-metadata-became-famous-in-docebos-gtm-activity-7137812589400461312-h-jf?utm_source=share&utm_medium=member_desktop Thank you to OrgChartHub for Sponsoring this episode. OrgChartHub helps HubSpot customers get big deals done since 2018. Learn more at OrgChartHub.com/podcast Questions, comments, ideas - connect with host Andrew Kappel on LinkedIn: **https://www.linkedin.com/in/andrewkappel/**
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Ep. 23: Winning Complex Buying Processes, a 6-figure Deal with Rachel Shi
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