Account Executive, Fintech

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

Benefits offered by this job

Medical, dental, vision

Employer-paid benefits

401k matching

Parental leave

Volunteer leave

Public holiday exchange

Referral program

Training & networking

Career progression

Service recognition

Job summary

Simpro Software in Florida is seeking a Specialist to drive adoption and expansion of our SaaS portfolio within existing customer accounts. You will combine technical product expertise, customer engagement, and cross-functional collaboration to accelerate cross-sell revenue.

You will demonstrate products, translate features into business value, and support Account Managers in expansion deals while staying current with industry trends and acquiring deep product knowledge.

Qualifications

• Proven experience in a technical sales-support or sales engineering role within SaaS.
• Experience in Field Service Management or adjacent vertical software markets.
• Strong understanding of SaaS products, cloud computing, and enterprise software.
• Ability to conduct high-volume outbound activity with a structured daily dial cadence.
• Excellent communication skills for explaining complex technical concepts to non-technical audiences.
• Proven ability to engage and maintain strong customer relationships to drive action.
• Agile mindset and commitment to continuous improvement.
• Ability to work cross-functionally with diverse stakeholders.

Responsibilities

• Drive adoption and expansion of Simpro products with cross-team collaboration.
• Provide technical knowledge, product demos, and outbound engagement to accelerate cross-sell revenue.
• Bridge product offerings with client needs to enable adoption and scaling.
• Collaborate with leadership and teams to drive customer adoption and deal support for expansion opportunities.
• Generate cross-sell pipeline through outbound engagement into non-managed accounts.
• Demonstrate Simpro products and translate features into business value.
• Support Account Managers with demos and technical conversations for expansion opportunities.
• Explain how Simpro products integrate with customers' platforms to deliver value.
• Gather customer feedback to influence product roadmap and priorities.
• Stay current with industry trends and competitive offerings.

Skills

Technical sales

SaaS experience

Outbound sales

Customer engagement

Cross-functional collaboration

Product knowledge

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.

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
• Additional benefits including Health Savings Account; Flexible Spending Account; Critical Illness Insurance; Hospital Insurance; Accident Insurance; Life Insurance and AD&D; and Disability Insurance available to purchase.
• Wellness Challenge App, Diabetes Prevention App, and 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

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.