Account Executive- Financial Services and Insurance

Hyland Software; United States; Remote; USD 92,000 - 139,000; Full time

Job summary

An established industry player is seeking a dynamic Account Executive to drive sales in the financial services and insurance sector. This role involves developing comprehensive sales strategies to meet quotas, fostering relationships with clients, and collaborating with internal teams to ensure customer satisfaction. Ideal candidates will have a strong sales background, excellent communication skills, and a passion for exceeding goals. Join a vibrant company culture that values innovation and teamwork, where your contributions will directly impact growth and success in the market.

Benefits

401(k) Retirement Savings

Flexible Schedule

Paid Time Off

Medical, Dental, Vision

Volunteer Paid Time Off

Wellness Reimbursement

Paid Parental Leave

Sabbatical Program

Qualifications

• Proven track record in sales and account management.
• Ability to develop comprehensive sales plans and forecasts.

Responsibilities

• Develop and maintain relationships with customers and partners.
• Record all customer account information in the CRM.

Skills

Sales Experience

Account Management

Opportunity Management

Negotiation Skills

Communication Skills

Organizational Skills

Collaboration Skills

Education

Associate's Degree

Equivalent Experience

Tools

CRM Software

Microsoft Office

Job description

Account Executive- Financial Services and Insurance

Job ID

2025-12463

# of Openings

1

Job Locations

Remote - U.S.

Category

Sales

Overview

The Account Executive is responsible for developing and maintaining relationships with new and existing customers or partners with the objective of consistently meeting or exceeding assigned sales goal.

What you will be doing

Develop a comprehensive sales plan to meet or exceed quota, including the identification and prioritization of opportunities for assigned moderate risk, moderate impact existing or potential customers or partners

• Develop and communicate accurate sales forecasting on a real-time basis
• Proactively initiate contact with potential customers, customers and partners on a regular basis to develop, maintain and expand business relationships. Collaborate with all available company resources to develop and maintain pipeline
• Take proactive measures to streamline and constantly improve account management and the sales process
• Partner with sales solution engineers in the development of software demonstrations for customers or potential customers; actively contribute and participate in software demonstration
• Record all customer account information in the CRM, including opportunities, commitments, meaningful conversations, customer visits or sales calls
• Understanding of best practices and market trends, as well as customer and potential customers business and technical needs. Pursue opportunities for company expansion and integration
• Engage company specialist and support resources as needed to advance opportunities
• Assist with determining the viability of Request for Proposal (RFP) requests and directly influence the appropriate development of the response
• Attend and actively contribute to trade shows; ensure customers or potential customers are participating in company marketing efforts to the best of their ability
• Develop the closing plan for accounts; engage internal leadership as necessary to help lead negotiation and contracting process to ensure deal is closed on time, as forecasted

What will make you successful

• Associate's Degree or equivalent experience
• Experience as an Account Manager
• Demonstrated knowledge of sales in relevant technology solution or assigned industry
• Proficient in opportunity management and account planning tools
• Microsoft Windows and Office proficient
• Strong ability to establish rapport and gain the trust of others
• Good oral and written communications skills that demonstrate a professional demeanor and the ability to interact with others with discretion and tact
• Highly organized and experienced at successfully multi-tasking
• Self-motivated with the ability to manage work independently to completion
• Strong collaboration skills, applied successfully within team as well as with other areas
• Or an equivalent combination of education and experience sufficient to successfully perform the principal duties of the job
• Good negotiating and influencing skills
• Up to 50% travel time required

• Based on individual states' employment laws, the following details are to comply with the relevant salary posting requirements: base salary range of $92,000-$139,000 and eligible for benefits

What you can expect next

• Hyland Recruiters thoroughly review every application and will contact you within 1 to 2 weeks regarding next steps. Be sure to add Hyland to your contacts list and check your spam folder so you never miss a message from us!
• Any follow up questions? Email your Recruiter directly at [e-mail].

Benefits

401(k) Retirement Savings. Flexible Schedule. Paid Time Off. Medical, Dental, Vision. Volunteer Paid Time Off. Wellness Reimbursement. Paid Parental Leave. Sabbatical Program.

Find out more by going to https://www.hyland.com/en/resources/articles/why-work-at-hyland .

Welcome to #HylandLife

Since 1991, it has been Hyland's mission to help our employees, customers and partners exceed their potential with our industry-leading content services platform. Our employees exude a contagious energy and are passionate about what they do - whether it's helping customers succeed, raising up their fellow Hylanders, or engaging in the communities where they live and work.

The #HylandLife hashtag encompasses our employee-centric culture. Our employees live our culture day in and day out by bringing their best self to work. Hyland supports them to do just that through career development resources, wellbeing programs and innovation practices. We thrive on diverse viewpoints and new ideas and believe that a positive, inclusive workplace is imperative to sustainable success.

As we've grown to a company of nearly 4,000 strong, we have the opportunity to make a significant impact on our communities. We strongly support employee initiatives and align our giving campaigns and programs to organizations that are important to them.

We are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances. The information collected by this application is solely to determine suitability for employment, verify identity and maintain employment statistics on applicants.