CloserIQ FAQs

Invite friends interested in tech sales jobs to join CloserIQ.

Track your referrals and follow their progress on our Invite page.

Earn a $200 gift when your friend lands a full-time role through CloserIQ.

Comeet Integration allows you to send candidates directly from CloserIQ to your Comeet account.

1. To set up the integration, first find the unique email address for the job you want to connect. The unique email can be found on the job -> public email link.

2. Now on the CloserIQ platform, go to the job you want to connect -> Workflow & Permissions tab ->Applicant Tracking System Integration section. Select "Comeet" as the ATS and paste in the unique email from above.

3. On each candidate's application, you can now click "Send to Comeet" to send the candidate resume and note from the Talent Advisor directly to your comeet.

If you prefer to have candidates automatically send on submission, ask your Client Advisor to enable that option.

4. Our integration will send the candidate's resume and our talent advisor's notes to your Comeet. You can view the notes in the first email on the candidate.

1) Login to your CloserIQaccount.

2) You should see an Integrations tab inthe nav bar. If you don't see this tab, email [email protected]

3) On the Integrations page, click the Connect button to continue.

4) Click authorize to grant CloserIQ API permission to your Greenhouse.If you're not logged in on your Greenhouse account, you'll also be asked to do that in this step.

5) The integration is now set up.

We recommend mapping your CloserIQ job posts to Greenhouse postingsso the candidates will be sent to the correct job. The roles are populatedin from Greenhouse; please map them to your CloserIQ roles.

For each job post listed, select the corresponding Greenhouse posting from the dropdown.

CloserIQis the leading careerplatform for technology sales professionals.

As a CloserIQ candidate, you'll get a dedicated Talent Advisor to guide you through your search process, provide guidance on your resume, compensation intel, interview preparation and offernegotiation.

Click here to get started.

Logging into your account:

CloserIQ will send you a login URL. Once you log into your account, youll see a screen like this:

This is a dashboard of all the candidates in your queue categorized by stage:

Review

Interested

Interview Scheduled

Offer

Reviewing candidates:

To review a candidate, just click on their name in blue to be taken to their CloserIQ profile:

From here, the key components to pay attention to are:

The TA note:

A quick note from the candidates Talent Advisor highlighting why we think the candidate would be a good fit for the role.

Work experience:

A breakdown of the candidates resume focused only on key metrics (rankings, quotas and awards). We try to take out all miscellaneous information.

The Current Stage section on the upper-right will tell you where the candidate falls in your interview process (Review, Interested, Interview Scheduled, Offer, or Not Hired).

Reaching out to candidates:

Once you review a candidate and would like to move forward, just click on the blue Interested button under Next Steps.

Youll see that an email draft will pop up on your screen:

Weve created email templates for phone and in-person interviews. You can tailor these messages as needed.

When you press Send, the message will be sent to the candidates inbox. When they respond, it will go directly to your inbox, so that youdon'thave to keep signing into CloserIQ to check candidate messages.

Passing on candidates:

If you would like to pass on a candidate, just click the Pass button.

The candidate will not be notified that you are passing on them, but you will be asked to give us feedback on why you are passing on them. This helps us understand how to improve candidate quality and adjust criteria for the role:

If youre passing on a candidate before speaking with them, clicking the Pass button is the only step you need to take.

If youre passing on a candidate after speaking with them, you should reach out directly to let them know. A quick personalized message can be very beneficial for your brand and the candidate experience.

Team communication:

For quick and easy communication between your team and CloserIQ, use the Team Comments tab to send confidential messages to inboxes. You can use the @ sign to mention a person and the message will go straight to their inbox.

To see all messages sent to candidates from your team, just click on the Candidate Messages tab to see a full history:

Do you have any questions for us?

If so, pleasedon'thesitate to contact [email protected]

Once your Greenhouse integration is setup, you'll receive new candidates from CloserIQdirectly in yourGreenhouse account.

What you can do in Greenhouse:

Update applicant stage (this will be automatically synced to CloserIQ)

Reach out to candidates to schedule interview

What you can do in CloserIQ:

View candidate's CloserIQ profile with audio and sales metrics

Leave a feedback or question for your CloserIQ client advisor

View CloserIQ Profile

From the Details tab in Greenhouse, you'll see CloserIQ candidates (Source will show Imported from CloserIQ). You can view their profile by clicking on the Portfolio Link.

Clicking on the Portfolio Link will take you directly to the candidate's CloserIQ profile.

Click on the Update in Greenhousebutton to navigate back to their correspondingGreenhouse profile.

For each candidate we send the following (when available):

Basic Info: Name, cell phone, email, resume and candidate highlights from their Talent Advisor (under Activity Feed).

Follow these instructions in Greenhouse to set up a third party tracking link:

1. In your Greenhouse sandbox:

click on the job you'd like to track

click "sourcing"

click "third party board"

click "new ad campaign"

2. Click "Choose Job Boards:

3. Click "Add Job Board" under "Using Other Job Boards"

4. Add a name to the campaign (e.g. Women in Sales Event)

5. Choose the newly created job board, then click "name your campaign"

6. Name the campaign (e.g. WIS Event Sponsorship), then click "Get Tracking Links"

7. Use your newly created tracking link to properly attribute traffic to your third party source.

You can report offer details when you move a candidate to the offer stage, or later on by clicking on "Edit Details."

Once the offer is accepted, you can click on the blue "Offer Accepted" button to officially report the hire.

Please see the gif below for a visual explanation:

To setup resume passing from CloserIQ to your Jazzaccount, you'll need to find your job specific email address in Jazz.

1)Click Jobs option on the navigation.

From the jobs page, select the job that you want tolink to CloserIQ.

2) On edit job page, click on Edit Job dropdown -> Import Candidates in the top right corner.

3) Copy your unique Jazzjob emailaddress from the popup and paste it into CloserIQ.

Manage Jobs > Select Job ->WorkflowTab > Applicant Tracking System Integration

On the config section, select Jazz as the ATS andenter theunique email address copied from Jazz.

Breezy HR Integration allows you to directly send candidatesfrom CloserIQ to your Breezy account.

1. To set up the integration, go to edit position in Breezy and add the following under Hiring Team -> External Recruiters

Name: CloserIQ

Email: [email protected]

2.After you add CloserIQ as an external recruiters, our team will receive a confirmation email with an uniqueresume drop address. We will add it to your jobpost and you'll be able tostart sending candidates to Breezy.

1) If you would like to reach out to a candidate in the Review Stage, click on the blue Interested button:

2) When you click the Interestedbutton, a messaging box will pop-up. This will be your first point of contact with a candidate.

You will be given the option of canned responses to schedule a phone or in-person interview, or create a custom response for next steps (i.e. Skype interview):

3) Click on the Send Message button on the bottom left and your candidate will receive this message via email.

Their response will come through to your inbox as a normal email. This way you don't need to login to CloserIQ every time you're sending a candidate a message.

If a candidate is being considered for a different role within the same company, its important to update the role theyve been applied to so it tracks the progression properly. Below is a step-by-step breakdown on how to change the rolethey'reinterviewing for.

Step 1: Click on the box located to the right of Considering For:

Step 2: A drop-down will appear, select the role the candidate is now being considered for.

Step 3: Onceyou'veselected the new role, a green arrow will appear to the right of the Considering For: box.

At this point, youre complete and the candidate will now appear under the newly selected role.

Employers with Lever Professional tier or higher can integratewithCloserIQ and receive new candidates directly in Lever.

1. Go to Lever's integration settings page (Settings -> Integrations), and click the toggle for CloserIQ.

2. Generate an API key for CloserIQ. You will see exactly what permissions this integration will authorize.

3.Copy the newly generated API key, and click "Done." The integration toggle should turn green to indicate that the integration is fully enabled.

4. In your CloserIQ account navigate to the Integrations page. If you don't see the integrations option on the navigation bar, ask your CloserIQ Client Advisor to enable it on your account.

Paste your API key and click "Connect" to complete the connection.

1. From your profile, click the Teamlinkin your navigation bar.

2. In the bottom right of the screen, you'll find the invite team member box - input the team member's email and click invite.

CloserIQusers can login and visit the Invite page to check the current status of their referrals.

If you don't have an account, we encourage you to create a new account before you send out referrals as you'll have better visibility on all of your invites along with access to tools to easily share on your network.

The first time you attempt to answer an audio question, you will need to grant CloserIQ access to your microphone. For Chrome users, you can update the setting via the right side of the browser navigation bar.

For Firefox users, click on the left side of the browser navigation bar.

Please direct all press inquiries to: [email protected]

Email us at [email protected] and we'll get back to you within 24 hours!

We currently support Chrome, Firefox, Safari and IE. If you're applying for jobs through CloserIQ, you'll need a microphone to record your audio intro.

For Safari Users, you'll need to ensure Flash is enabled.

1) Select Preferences from your menu.

2) Choose the Security tab and click on Manage Website Settings...

3) Choose Adobe Flash Player and make sure Allow Always is selected

4) Don't forget to Refresh your page when you are done to apply changes

After your referral starts their new job, we will reach outdirectly to you aboutthe referral reward. You'll have the option to select a Visa or Amazon gift card and provide any additional information we need to get the giftcard to you quickly.

If you earn a cumulative payment amount more than $600 per calendar year, we will require you to fill out a W-9 form for tax purposes prior to sending payment.