Remote Account Executive - Finance & Insurance

Hyland; United States; Remote; USD 74,000 - 90,000; Full time

Job summary

Hyland is seeking an Account Executive to cultivate relationships with new and existing customers, targeting achievement of sales goals. The role emphasizes developing sales plans, accurate forecasting, and coordinating demonstrations with solution engineers to advance opportunities.

Remote role with Montreal/Ottawa focus; up to 50% travel may be required. Candidates should have associate-level education or equivalent experience and strong pipeline management skills, offering potential for

Qualifications

• Associate's degree or equivalent experience; experience in Account Management and sales in relevant technology solutions or industry
• Strong experience with opportunity management and account planning tools; able to manage pipeline and forecast real-time
• Excellent communication skills, professional demeanor, ability to interact with discretion and tact
• Highly organized; able to multi-task, work independently, collaborate across teams
• Negotiation and influencing skills; able to engage leadership to support contracting; travel up to 50%

Responsibilities

• Develop a comprehensive sales plan to meet or exceed quota and expand relationships.
• Provide real-time sales forecasting; document opportunities, commitments, and activities in CRM.
• Partner with sales engineers to deliver software demonstrations and engage specialists as needed.
• Contribute to RFP responses; influence response development and assist closing plans.
• Attend trade shows and industry events; align marketing efforts with customer needs.
• Streamline account management and sales processes; coordinate with teams to optimize end-to-end experience.

Skills

Account management

Sales forecasting

Relationship building

Negotiation

Communication

Travel readiness

Education

Associate's degree or equivalent experience

Tools

CRM Platforms

Opportunity Management & Account Planning Tools

Microsoft Windows

Microsoft Office

Job description

Hyland is seeking an Account Executive to cultivate relationships with new and existing customers, targeting achievement of sales goals. The role emphasizes developing sales plans, accurate forecasting, and coordinating demonstrations with solution engineers to advance opportunities.

Remote role with Montreal/Ottawa focus; up to 50% travel may be required. Candidates should have associate-level education or equivalent experience and strong pipeline management skills, offering potential for