Account Executive, Fintech

USA Simpro Software Ltd.; Miami (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive medical coverage

Dental & vision plans

Health Savings Account

401k with employer match

Generous PTO & parental leave

Life Insurance & AD&D

Wellness programs

Training & career development

Job summary

Simpro Group is seeking a Specialist to drive adoption and expansion of our SaaS portfolio within existing customer accounts. You will combine technical product expertise with proactive outbound engagement to accelerate cross-sell opportunities.

You’ll demonstrate products, translate features into business value, and collaborate with Account Managers to support expansion deals. Deep product knowledge across Simpro Group offerings and a customer-centric approach are essential.

Qualifications

• Proven experience in a technical sales-support or sales engineering role within the SaaS industry.
• Experience in Field Service Management, Payments, or adjacent vertical software markets.
• Demonstrated ability to conduct high-volume outbound activity and manage a structured daily dial cadence.
• Excellent communication skills with the ability to explain complex technical concepts to non-technical audiences.
• Agile mindset with the ability to collaborate cross-functionally.

Responsibilities

• Drive adoption and expansion of Simpro Group products within the customer base through technical knowledge, product demonstrations, and outbound engagement.
• Serve as product expert bridging offerings to client needs to adopt and scale additional solutions.
• Support Account Managers in expansion deals and provide deal support for pursuing opportunities.
• Conduct outbound engagement into non-managed accounts to generate cross-sell pipeline opportunities.
• Meet a defined expansion revenue or pipeline quota through cross-sell and product adoption.
• Demonstrate and present products translating technical features into business value.
• Assist with product demonstrations and technical conversations after expansion opportunities are created.
• Understand how Simpro Group products integrate with customers' platforms to deliver additional value.
• Gather customer feedback to influence product enhancements and roadmap priorities.
• Stay current with industry trends and competitive offerings to position products effectively.

Job description

Job Context

The Specialist drives product adoption and expansion within the existing Simpro Group customer base by combining technical product expertise, customer engagement, and cross-functional collaboration. The role generates cross-sell opportunities, supports Account Managers in expansion deals, and helps customers realise additional value across the Simpro Group product portfolio.

What You’ll Do

Help drive the successful adoption and expansion of Simpro Group products within our customer base, working across teams to provide technical knowledge, product demonstrations, and direct outbound engagement to accelerate cross-sell revenue.

Serve as a product expert, bridging the gap between Simpro Group product offerings and the specific needs of our clients to adopt and scale additional solutions.

Work directly with leadership and cross-functional teams to drive customer adoption through direct outbound activity into non-managed accounts and deal support for Account Managers pursuing expansion opportunities.

Conduct consistent outbound engagement into non-managed customer accounts to generate cross-sell pipeline opportunities and drive adoption of additional Simpro Group products.

Carry and achieve a defined expansion revenue or pipeline quota through cross-sell and product adoption within the existing customer base.

Demonstrate and present Simpro Group products to customers, translating technical features into business benefits aligned with customer needs.

Support Account Managers by handling product demonstrations and technical conversations once an expansion opportunity has been created.

Understand and articulate how Simpro Group products integrate with each other and with the customer’s existing platform to deliver additional value.

Address technical questions and concerns raised by customers as they evaluate adding new Simpro Group products or features.

Gain and maintain deep product knowledge across Simpro Group’s portfolio, including new products and acquisitions as they are released.

Gather feedback from customers and share insights with the product development team to influence product enhancements and roadmap priorities.

Stay current with industry trends and competitive offerings to effectively position Simpro Group products in customer conversations.

This job description is not an exhaustive list of duties and may be modified at the discretion of Simpro Group.

What You’ll Bring

Proven experience in a technical sales-support or sales engineering role within the SaaS industry. Experience in Field Service Management, Payments, or adjacent vertical software markets required. Strong understanding of SaaS products, cloud computing, and enterprise software solutions.

Demonstrated ability to conduct high-volume outbound activity and manage a structured daily dial cadence.

Excellent communication skills with the ability to understand and articulate complex technical concepts to non-technical audiences – internally and externally.

Demonstrated ability to engage and maintain strong customer relationships, leveraged to drive action and solve customer problems.

Agile mindset, capable of delivering value incrementally and fostering a culture of continuous improvement.

Proven ability to work cross-functionally and drive alignment across diverse stakeholders.

What We Can Offer You

Responsible Time Off

• Comprehensive medical, dental, vision package with 100% employer paid options
• Health Savings Account
• Flexible Spending Account
• Critical Illness Insurance
• Hospital Insurance
• Accident Insurance
• Life Insurance and AD&D
• Disability Insurance available to purchase
• Wellness Challenge App
• Diabetes Prevention App
• Health Hub App
• 401k/Retirement Plan with 6% employer match
• Generous Parental Leave Program
• Paid Volunteer Leave Days
• Public Holiday Exchange Scheme
• Talent Referral Program – get rewarded for referring a friend to join our team!
• Diverse training & internal networking opportunities across all of our product lines
• Opportunities for career progression and development
• Service recognition awards

Welcome to Simpro! Together with AroFlo, BigChange and ClockShark we are one team made up of many nationalities. We are customer-centric, always putting our customers and teammates first. We take accountability, owning both our innovations and our mistakes. We’re growth-minded, constantly learning and evolving. And most of all, we celebrate our successes together!

Simpro Group provides best-in-class SaaS field service management solutions to trade and field service businesses worldwide. The group comprises four industry-leading companies, Simpro, AroFlo, BigChange and ClockShark, with offices across North America, Australia, New Zealand and the UK. Simpro, AroFlo & BigChange provide comprehensive field service management software for growth-minded trade and field service businesses, while ClockShark specialises in time-tracking and scheduling software solutions. Together, these companies seek to drive businesses forward with solutions that empower teams to work smarter, provide foundations for business scaling, and offer data-driven insights to fuel decision-making. Simpro Group serves over 22,000 businesses and over 400,000 users worldwide and has a global workforce of more than 600 employees.

Our Core Values

We Are One Team

We Are Customer Centric

We Are Growth Minded

We Are Accountable

We Celebrate Success

Simpro, AroFlo, BigChange & ClockShark are equal opportunity employers with a best-of-class onboarding program and supportive team environments. This means that we want everyone to feel welcome with us and to provide equal opportunities for everyone, regardless of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex or sexual orientation, or any other non-performance factor.