Remote Sales Executive, Financial Services Transformation

SEI Corporation; United States; Remote; USD 120,000 - 150,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) match

Paid Time Off (PTO)

Parental leave

Education assistance

Job summary

SEI Corporation is seeking a Sales Executive for Professional Services to drive new client engagement across the banking and wealth management sectors. You will present SEI’s service offerings, including Data Cloud & Analytics, Systems Integration, and Application Development & Design, while working cross-functionally with enterprise sales and consulting teams.

The role requires at least 8 years of sales experience, strong consultative skills, and the ability to travel up to 50% across the US.

Qualifications

• Minimum 8 years of sales experience, with direct experience in banking and wealth management preferred.
• Proven track record in proactive lead generation and sales within Fin-Tech or similar space.
• Excellent communication across face-to-face, virtual, phone, email, and social channels.
• Experience with CRM systems (Salesforce or equivalent) and travel up to 50%.

Responsibilities

• Collaborate with Professional Services consultants and enterprise sales to drive territory growth in the US and UK.
• Make outbound calls and respond to inquiries to generate interest in SEI’s Professional Services.
• Master SEI’s service portfolio and educate prospects on offerings like data analytics, systems integration, and development & design.
• Maintain accurate CRM records and contribute to lead generation strategies with marketing.

Skills

Lead generation

Consultative selling

Relationship building

Enterprise sales

Presentation skills

CRM (Salesforce)

Communication

Strategic thinking

Tools

Salesforce

Job description

SEI Corporation is seeking a Sales Executive for Professional Services to drive new client engagement across the banking and wealth management sectors. You will present SEI’s service offerings, including Data Cloud & Analytics, Systems Integration, and Application Development & Design, while working cross-functionally with enterprise sales and consulting teams.

The role requires at least 8 years of sales experience, strong consultative skills, and the ability to travel up to 50% across the US.