Field Sales Executive

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

📋 Description

• Promote and sell ftwilliam.com cloud-based software products and services within a designated territory consisting of specific U.S. states.

• Identify and cultivate new business opportunities in both existing and prospective accounts.

• Establish relationships with key stakeholders in major metropolitan areas.

• Participate in face-to-face meetings with customers and prospects within the assigned territory as required.

• Gain insights into the retirement plan administration market, customer needs, and daily operations.

• Collaborate with a designated Account Manager to ensure customer retention and explore new sales opportunities.

• Keep Salesforce.com updated with activities, demonstrations, and pipeline management.

• Leverage sales technologies such as Outreach.io, Chorus.ai, ZoomInfo, LinkedIn, and LinkedIn Sales Navigator.

• Attend National and Local ASPPA and NIPA tradeshows as necessary and execute related processes.

• Provide timely reports to the Sales Manager and/or Executive Management.

• Share ideas and best practices with fellow sales team members.

• Follow up on inquiries from customers and prospects via phone, email, text, or other relevant technologies.

• Collaborate with Account Management, Customer Service, and Billing departments to address billing or service issues impacting subscription renewals.

• Support the goals and objectives of the team, Business Unit, and corporate initiatives.

• Carry out additional tasks as requested by the Sales Manager.

⛳️ Requirements

• Bachelor's degree or equivalent experience.

• Over 3 years of proven sales experience exceeding quotas.

• Strong preference for knowledge and experience within the Retirement industry.

• Exceptional organizational, planning, and presentation abilities.

• Excellent time management skills.

• Proficient in Microsoft Office Suite (PowerPoint, Outlook, Excel, Word) and Salesforce.com.

• Proven track record of effectively communicating value propositions to clients.

• Strong communication skills, successfully engaging with both technical and non-technical audiences.

• Experience with Customer Relationship Management (CRM) software.

• Outstanding interpersonal skills, capable of interacting with a diverse range of individuals at various levels.

• Previous experience with SalesForce.com is preferred.

• Familiarity with Outreach.io is preferred.

• Prior experience in Account Management for a cloud-based/SaaS solution is preferred.

• Some domestic travel required, approximately 20% as conditions permit.

🏝️ Benefits

• Eligibility for commissions.

• Comprehensive Medical, Dental, and Vision plans.

• 401(k) retirement plan.

• Flexible Spending Account (FSA) and Health Savings Account (HSA).

• Commuter benefits.

• Tuition assistance program.

• Vacation and sick leave.

• Paid parental leave.