Confidential

Test strategy
  • Workiva

    Chief Revenue Officer
  • Location

    Remote
  • Date

    November, 2021

Search Strategy

Fortra specializes in performing high-impact searches for transformational team members.  This work requires a high-touch, research-backed approach. Fortra has an established track record of working with companies similar to _______________ in important ways such as company stage, product maturity, company size, and search requirements. We are confident that our experience working with software companies in and around this domain will expedite our ability to identify, assess and attract highly relevant talent for _________.

Ideal Candidate

Summary requirements

  • 15+ years experience in SaaS software sales or industry sales scaling from $50M ARR – >$200
  • Meet or exceed Watermark’s targets for 2021 and beyond
  • Recruit and retain top talent
  • Understands that company culture is paramount and strives to strengthen the core values of the organization
  • Experience scaling, developing, and managing rapidly growing sales and marketing teams, implementing a structure that aligns teams to growth goals
  • Lead sales, marketing and business development to align all new customer go-to-market efforts. Create standardized outreach for current and future clients and coordinate its implementation across sales channels, client management, and marketing and communication.
  • Partner with the CEO, CFO and Head of Marketing to support decisions around pricing, contract length, minimum guarantees, and level of customization to offer.
See More

Sample Source Environment

Below is a sample list of key market segments we will explore to source candidates.  In addition, Fortra will leverage its broad network of experienced, qualified, and available candidates to identify potential candidates. These are examples of companies and not to be considered a complete or exhaustive list.

EdTech

Vista Companies

IPOs

Top SaaS

Udacity

Coursera

Chegg

Course Hero

Newsela

Civitas Learning

GoGuardian

Dreambox Learning

Schoology

Duolingo

Knewton

eso

Kazoo

Khoros

GoDaddy

Schoox

SecureLink

Social Solutions

Forcepoint

Cloudera

Datadog

Talend

Shopify

Snowflake

Medallia

Zuora

Slack

Zoom

Anaplan

Asana

Salesforce

Adobe

Freshworks

Talkdesk

Highspot

Zendesk

ServiceNow

Square
MongoDB

Colaboration Profiles

The profiles below are for calibration purposes. The goal of this profile review is to refine the job specification further so that we can look for specific nuances and qualifications that would contribute to the candidate’s success at ____________. Please consider these as proxies only.

Process

Fortra’s proven four-phase process is designed to deliver a quality shortlist and an exceptional hire quickly. Each step of the process is completely transparent to the hiring team through our search platform, Thrive.  Decision-makers can check candidates in the pipeline, assess progress, and participate in the process at any time, 24/7.

Initiation

Initiate Search

Stakeholder Input

Requirements Doc

Approach & KPIs

Onboarding

Define Search Field

Initial Screening

Backgrounds

 Assessment

Interviews & Evals

1st & 2nd Rounds

Deep Background

Candidate Scores

Onboarding

Closing

Package Design

Offer & Negotiation

Onboarding

Fortra Advantage

  • Two partners will work on the search

  • Nothing will be passed off to junior staff – partners do all the work

  • Firsthand, real-world Sales and Operating experience

 

Your Search Team