Sales Specialist

bai; St. Louis (MO); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Hybrid and remote work models

Competitive base salary + commission

401(k) with company match

Tuition assistance

Flexible paid time off

Access to senior leadership

Job summary

ProSight Financial Association is seeking a Sales Specialist – Policy Manager to drive strategic sales for our Policy Manager product in the US market. You will build new client relationships with financial institutions, articulate value, and guide prospects through complex enterprise cycles.

Reporting to the Group Director of Sales – Learning & Development, you will work in a fast-paced, team-based environment, travel occasionally for executive-level presentations, and strive to exceed monthly

Qualifications

• Bachelor's degree required and at least 2 years in technical B2B software sales, preferably in financial services.
• Experience selling enterprise risk management or compliance software with a consultative approach is advantageous.
• Proven ability to generate new business through prospecting and teamwork with internal sales.

Responsibilities

• Manage sales cycle and CRM records from initial engagement to close.
• Demonstrate products via Teams and in-person executive presentations.
• Conduct needs assessments and develop tailored proposals and ROI cases.
• Collaborate with internal teams to shape proposals, demos and solution design.
• Stay informed on risk management and compliance trends to refine strategy.

Skills

Technical sales experience

B2B software sales

C-suite communication

Prospecting and territory growth

CRM experience

Education

Bachelor's degree

Tools

CRM systems

Microsoft Office

Proprietary sales software

Job description

Sales Specialist – Policy Manager
Reports to: Group Director, Sales – Learning & Development

BAI and RMA have come together as ProSight Financial Association, a leading industry organization whose purpose is to empower financial services leaders to strengthen and advance our industry. The strategic combination brings together RMA’s experience in serving the commercial banking and risk management functions and BAI’s knowledge in serving the retail banking and regulatory compliance functions. It’s a complimentary union of two non-profit organizations that have always had their members’ and customers’ best interests in mind. Our industry-leading offerings include: peer sharing events, thought leadership, learning & development and decision support solutions. Our work creates positive ripple effects throughout financial services organizations and ultimately helps consumers, businesses and communities thrive.

As a Sales Specialist, reporting to the Group Director of Sales, you'll be at the forefront of shaping our sales organization's culture and success in the US. You will have a pivotal role in developing new client relationships, leveraging a proactive and intelligent approach to understand the unique needs of clients, identify growth opportunities, and contribute to their success. In a role where trustworthiness and engagement reign, you'll drive client satisfaction through a consultative, value-led approach.

You will be a product expert and will identify business needs and propose appropriate solutions for our Policy Manager product. Based on customer needs assessment and potential account value, you may travel occasionally to give executive-level presentations to key decision-makers. As a member of the ProSight Learning & Development sales team, you will work in a fast-paced, team-oriented environment. The successful candidate will contribute to the business goals by meeting monthly, quarterly and annual new sales objectives. ProSight currently has more than 2,400 clients nationwide. ProSight has a strong brand and a leading market position in an industry where compliance and risk requirements are increasing dramatically, all creating much opportunity for sales growth.

Responsibilities

• Manage sales cycle and customers in CRM system.
• Demonstrate technology products and solutions via Teams and/or in person presentations.
• Conduct a needs assessment and develop recommendations/proposals.
• Work with sales team to manage a complex, multi-stakeholder enterprise sales cycle from initial engagement to close.
• Drive pipeline through proactive outreach, network development, and strategic targeting.
• Build and present compelling value propositions, proposals and ROI cases to senior stakeholders (including C-level).
• Collaborate with internal teams to shape proposals, demonstrations and solution design.
• Stay close to the risk management and compliance market — identifying trends, insights, and opportunities that shape your strategy.

Requirements

• Bachelor's degree required.
• A minimum of 2 years’ experience in technical sales role and direct experience in business-to-business software sales, preferably within the Financial Services sector.
• Alternatively, experience selling enterprise risk management or compliance software products with a consultative approach would be advantageous.
• A desire to grow territory by generating new business through prospecting and working with internal sales team.
• Strong organizational skills and the ability to work in a team selling environment.
• Demonstrated success creating leads and sales through networking.
• A history of meeting or exceeding assigned sales quotas for new business.
• Technologically savvy, with extensive use of the Microsoft Office suite and ability to learn and demonstrate proprietary systems.
• Comfortable working in the C-suite of banks, credit unions, and fintechs.
• Demonstrated high-energy, tenacity and dedication to excellence as a sales professional.
• Motivated by an internal desire to win and a desire to increase your own personal wealth.

What We offer

• A strategic, high-impact sales role in a company with 100 year history
• Access to senior leadership and influence on how we grow
• A supportive and high-performance sales culture — collaborative, accountable, and ambitious
• Competitive base salary and high commission potential
• Flexibility, autonomy, and the backing to succeed

The compensation range for this position is $100,000 - $110,000 which includes base salary and participation in a commission plan based on individual sales results. ProSight offers an outstanding benefits package with comprehensive insurance coverage, a 401(k) plan with company match, flexible paid time off, hybrid and remote working models, tuition assistance and the ability to work in a collaborative, team-oriented environment.

To learn more about our company please visit www.prosightfa.org.