Account Manager, Software Sales

ProSight Financial Association; St. Louis (MO); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Comprehensive insurance coverage

401(k) plan with company match

Flexible time off programs

Hybrid work model

Job summary

A leading financial services organization is seeking an Account Manager for Software Sales based in St. Louis. The successful candidate will focus on inside sales, primarily targeting banks and credit unions. Responsibilities include developing sales strategies, engaging in lead generation, and managing customer relationships. A Bachelor's degree and 2 years of inside sales experience are required, preferably within financial services. The role offers comprehensive benefits including flexible work options and strong growth potential.

Qualifications

• Minimum of 2 years’ experience in an inside sales role.
• Experience selling business-to-business solutions.
• Ideally experienced in the financial services industry.

Responsibilities

• Plan and organize work schedule to call prospects.
• Research financial sectors to identify prospects.
• Follow leads through all stages of the sales cycle.
• Provide recommendations based on needs assessments.

Skills

Sales strategy development

Lead generation

Customer relationship management

Negotiation

Research skills

Organizational skills

Education

Bachelor's degree

Tools

CRM systems

Microsoft Office Suite

Job description

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Account Manager – Software Sales

Reports to: Group Director, Sales – Learning & Development

BAI and RMA have come together as ProSight Financial Association, a leading industry organization whose purpose is to empower financial services leaders to strengthen and advance our industry. The strategic combination brings together RMA’s expertise in serving the commercial banking and risk management functions and BAI’s knowledge in serving the retail banking and regulatory compliance functions. It’s a complementary union of two non-profit organizations that have always had their members’ and customers’ best interests in mind. Our industry-leading offerings include: peer sharing events, thought leadership, learning and development, and decision support solutions. Our work creates positive ripple effects throughout financial services organizations and ultimately helps consumers, businesses and communities thrive.

Account Manager – Software Sales

Reports to: Group Director, Sales – Learning & Development

BAI and RMA have come together as ProSight Financial Association, a leading industry organization whose purpose is to empower financial services leaders to strengthen and advance our industry. The strategic combination brings together RMA’s expertise in serving the commercial banking and risk management functions and BAI’s knowledge in serving the retail banking and regulatory compliance functions. It’s a complementary union of two non-profit organizations that have always had their members’ and customers’ best interests in mind. Our industry-leading offerings include: peer sharing events, thought leadership, learning and development, and decision support solutions. Our work creates positive ripple effects throughout financial services organizations and ultimately helps consumers, businesses and communities thrive.

As an Account Manager selling our Policy Manager product in our St. Louis office, you will work as an inside sales representative, primarily calling bank, credit union, and mortgage firms nationwide. You will be a hunter and will identify business needs and propose appropriate solutions for regulatory compliance training and other related services. Based on customer needs assessment and potential account value, you may travel occasionally to give executive-level presentations to key decision-makers. As a member of the Learning & Development sales team, you will work in a fast-paced, team-oriented environment. The successful candidate will contribute to the business goals by meeting monthly, quarterly and annual new sales objectives. ProSight has a strong brand and a leading market position in an industry where compliance requirements are increasing dramatically, all creating much opportunity for sales growth.

Responsibilities

• Plan and organize work schedule to call prospects to close sales daily.
• Research/profile financial vertical nationwide to identify and penetrate top prospects.
• Develop account strategies and a network of contacts at various levels/functional responsibility within each organization in the assigned territory.
• Follow leads through all stages of the sales cycle -- lead generation, proposal, negotiation, closing and post-sale follow-up.
• Conduct a needs assessment and develop recommendations/proposals.
• Demonstrate technology products and solutions over the phone and Internet.
• Stay attuned to market trends, competition, customer needs, pricing and other factors that may impact sales and growth.
• Provide prospects with information and advice on BAI products and services.
• Manage and maintain a sales funnel to achieve steady growth within assigned territory.
• Provide realistic sales forecasts to facilitate growth.
• Manage contract negotiations, service requirements and details to close the sale.
• Manage territory, sales cycle and customers in CRM system.
  
  

Requirements

• Bachelor's degree required
• A minimum of 2 years’ experience in an inside sales role and direct experience in business-to-business solutions selling
• Experience in either selling or servicing clients in the financial space
• A desire to grow a territory by generating new business through prospecting
• Experience organizing and managing an assigned territory
• Strong organizational skills and the ability to work in an independent, self-directed environment
• Experience in a high-volume, telephone-based selling environment
• Experience selling products in a Software as a Service (SaaS) business model a plus
• Experience in the financial services industry a plus
• Demonstrated success creating leads and sales through prospecting
• A history of meeting or exceeding assigned sales quotas for new business
• Technologically savvy, with extensive use of the Microsoft Office suite and ability to learn and demonstrate proprietary systems
• Demonstrated high-energy, tenacity and dedication to excellence as a sales professional
• Motivated by an internal desire to win and a desire to increase your own personal wealth
  
  

ProSight offers an outstanding benefit package including comprehensive insurance coverage, a 401(k) plan with company match, flexible time off programs, BAI Workflex which includes a hybrid work model and bonus potential with the ability to work in a collaborative, team-oriented environment.

To learn more about our company please visit www.prosightfa.org, www.bai.org, and www.rmahq.org

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Sales and Business Development

• Industries

  Banking and Financial Services

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