Principal Account Executive (Net New)- Financial Services and Insurance

Hyland Software; United States; Remote; USD 137,000 - 194,000; Full time

Job summary

An established industry player seeks a dynamic Principal Account Executive to drive new business in the Financial Services and Insurance sector. This role involves building strong relationships with enterprise clients, managing complex sales cycles, and delivering tailored solutions that exceed sales targets. You will be responsible for creating accurate sales forecasts, collaborating with sales engineers, and participating in trade shows. With a focus on innovation and community impact, this company offers a flexible work environment and a commitment to equal employment opportunities. Join a culture that values inclusion and professional growth.

Benefits

401(k)

Flexible Schedule

PTO

Medical/Dental/Vision

Wellness Programs

Parental Leave

Sabbaticals

Qualifications

• Deep sales expertise in Financial Services and Insurance sector.
• Proven success in exceeding sales quotas and leveraging MEDDPICC methodology.

Responsibilities

• Develop and execute a sales plan to surpass quotas and identify opportunities.
• Act as a trusted advisor to potential clients and maintain strategic relationships.

Skills

Sales Expertise

Negotiation Skills

Communication Skills

Organizational Skills

Influencing Skills

Prospecting

Cold Calling

Education

Bachelor's Degree

Tools

CRM Software

Job description

Principal Account Executive (Net New) - Financial Services and Insurance

Job ID: 2025-12036 | Openings: 1 | Location: Remote - U.S. | Category: Sales

Overview

The Principal Account Executive will focus on driving net new business within the Financial Services and Insurance (FINS) industry, specializing in content services solutions. This role involves building relationships with enterprise clients, managing complex sales cycles, delivering tailored solutions, and exceeding sales targets while providing value to customers in the FINS sector.

What you will be doing

• Develop and execute a sales plan to surpass quotas, identify opportunities, and prioritize high-impact potential customers or partners.
• Create accurate, real-time sales forecasts.
• Act as a trusted advisor to potential clients, maintaining strategic relationships with senior leadership and developing long-term pipelines.
• Educate potential customers on the company's solutions, driving customer needs and creating opportunities.
• Collaborate with sales engineers on software demonstrations and participate actively.
• Record all customer interactions and opportunities in the CRM.
• Stay informed on market trends and best practices to influence and educate executives on future needs.
• Engage support resources to advance opportunities and develop RFP responses.
• Build internal relationships to enhance sales execution.
• Participate in trade shows and tailor strategies to meet customer needs.
• Develop closing strategies for key accounts, lead negotiations, and ensure timely deal closure.
• Contribute as a thought leader, mentor team members, and uphold data security policies.

What will make you successful

• Bachelor's Degree or equivalent experience.
• Deep sales expertise, particularly in FINS and content services solutions.
• Proven success in exceeding sales quotas and leveraging MEDDPICC methodology.
• Experience in prospecting, cold calling, and managing complex sales environments.
• Strong communication, organizational, negotiation, and influencing skills.
• Ability to work independently, collaborate effectively, and gain consensus across departments.
• Willingness to travel up to 50%.

Salary range: $137,000 - $194,000 plus variable compensation and benefits.

Next steps & Benefits

Applications are reviewed thoroughly; expect contact within 1-2 weeks. Contact: [e-mail].

Benefits include 401(k), flexible schedule, PTO, medical/dental/vision, wellness programs, parental leave, and sabbaticals. More info: hyland.com.

Join #HylandLife, a culture of innovation, inclusion, and community impact. We are committed to Equal Employment Opportunity.