This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee, expand, and maintain a revenue portfolio of $10–15M+.

• Create and execute sales activity strategies to meet revenue and growth objectives.

• Take ownership of monthly, quarterly, and annual sales targets, developing actionable plans to achieve them.

• Establish and nurture client relationships to guarantee customer satisfaction and retention.

• Assess client requirements, preferences, and challenges, customizing solutions accordingly.

• Generate and manage sales forecasts, enhance the sales pipeline, and support sales initiatives.

• Adhere to sales processes along with organizational policies and procedures.

• Work collaboratively with customer experience, legal, marketing, product development, and operations teams.

• Serve as the client ambassador and escalation point for the designated portfolio.

• Engage in an inside sales role with limited travel, which may include attending conferences and events.

⛳️ Requirements

• Bachelor’s degree in Business Administration, Sales, Marketing, or a related discipline.

• Demonstrated history of sales and revenue growth within smaller accounts, ideally in the financial services sector.

• Minimum of 2 years of sales experience; background in financial institutions and sales experience is preferred.

• Proficient in using SFDC and dashboards like Power BI for pipeline management.

• Completion of the full application process is required, including prescreening questions and eSignature.

🏝️ Benefits

• Competitive salary and commission structure.

• Opportunities for professional development and growth.

• Comprehensive health and wellness benefits.

• Flexible work arrangements and a supportive team environment.