Sales Representative (Account Executive - Mid Market | Financial Services Software) – Remote US[...]

Wolters Kluwer; Myrtle Point (OR); Remote; USD 70,000 - 90,000; Full time

Job summary

A leading financial services company is seeking a sales professional to manage customer relationships remotely within the U.S. The role requires 3-5 years of B2B sales experience and a strong track record in the Financial Services industry. Responsibilities include overseeing accounts, managing leads, and collaborating with experts to articulate product value. A bachelor's degree and proficiency in Salesforce are required. The company offers a comprehensive benefits package.

Benefits

Comprehensive benefits package

Career advancement opportunities

Supportive team environment

Qualifications

• Minimum of 3-5 years of direct B2B sales experience with a proven track record of meeting and exceeding sales targets.
• Extensive experience in selling into the Financial Services industry and field sales experience.
• Managing customer contacts and proficiency in using Salesforce.com as a CRM tool.

Responsibilities

• Oversee and manage customer relationships for an assigned book of accounts.
• Prioritize and respond to inbound leads or customer requests for information.
• Leverage CRM data to identify, pursue, and close opportunities.

Skills

B2B sales experience

Financial Services selling

Salesforce.com proficiency

Education

Bachelor’s degree or equivalent experience

Job description

Overview

Employer Industry: Financial Services Software and Compliance

Why consider this job opportunity

• Opportunity for career advancement and growth within the organization
• Work remotely anywhere within the continental U.S.
• Comprehensive benefits package including Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave
• Engaging team environment with a supportive culture
• Access to tools, resources, and training to ensure your success in the role

What to Expect (Job Responsibilities)

• Oversee and manage customer relationships for an assigned book of accounts
• Effectively prioritize and respond to inbound leads or customer requests for information
• Leverage CRM data and account insights to identify, pursue, and close opportunities for renewals, cross-sells, or new business
• Maintain a clean and accurate pipeline in CRM and provide timely forecasts
• Collaborate with Solution Consultants and other Subject Matter Experts to articulate value propositions of offerings

What is Required (Qualifications)

• Minimum of 3-5 years of direct B2B sales experience with a proven track record of meeting and exceeding sales targets
• Extensive experience in selling into the Financial Services industry and field sales experience
• Experience in the lending compliance industry and managing customer contacts
• Proficiency in using Salesforce.com as a CRM tool
• Bachelor’s degree or equivalent job-related experience

How to Stand Out (Preferred Qualifications)

• Experience building or elevating brand presence in the specialty lending industry (e.g., on boards, relationships with associations)
• Self-motivated, highly proactive, and possess a perseverant mindset

#FinancialServices #SalesOpportunity #RemoteWork #CareerGrowth #TeamSupport

We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.

We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.