Drive strategic sales into named financial and wealth management accounts, qualifying leads, prospecting new relationships, and conducting SaaS product demos. Requires 4+ years software sales experience and Salesforce proficiency.
Salary not listed
Remote4+ YOEAccount Executive
About the role
What You’ll Do
Development of a strategic sales plan to effectively and efficiently cover the named accounts within the assigned territory
Manage lead qualification and conversion from large financial firms
Aggressively prospect and generate new relationships within named accounts
Some travel, as required, to prospects, customers or marketing events within territory (40-50% travel)
Who You Are
4+ years experience in software sales
Experience selling SaaS products into the wealth management or the finance industry
Proven record of achieving quotas
Hands on experience with Salesforce
Detailed knowledge of and passion for SaaS applications with the ability to conduct product demos and understand the complexities of a SaaS business
Strong interpersonal and presentation skills
Exceptional verbal and written communication skills
Experience with web based conferencing tools such as Zoom etc.
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