Sales Executive, Pension Software

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

📋 Description

• Engaging in prospecting and initiating contact: identifying potential leads, making calls, and cultivating relationships with TPAs, plan sponsors, and other stakeholders in the pension sector.

• Overseeing the complete sales process from initial contact to closing, which includes demonstrations, proposals, and contract finalization.

• Taking ownership of and monitoring pipeline activities while providing updates on sales progress.

• Representing CalcAir at industry trade shows and conferences across the US — planning, attending, generating leads, fostering relationships, and conducting follow-ups.

• Nurturing and expanding relationships with current clients.

• Collaborating with support and marketing teams to uncover new opportunities and ensure an exceptional client experience.

⛳️ Requirements

• 2–3+ years of experience in US pension administration or customer-facing roles - possessing a deep understanding of the lifecycle, fluent in the relevant terminology, and ready to transition that expertise into a client-focused sales position.

• Genuine knowledge of US pension administration — including TPAs, defined benefit and/or defined contribution plans, and the associated lifecycle.

• Comfort with outbound sales activities — must be at ease with cold calling and following through, taking full responsibility for the sales cycle.

• Excellent communication skills with the ability to establish trust with clients who are serious about their work.

• Strong organizational skills to effectively manage a pipeline and ensure consistent follow-through.

• Willingness to travel within the US for trade shows and industry events.

🏝️ Benefits

• Full-time employees will have access to a diverse range of benefits options, including medical, dental, vision, basic life insurance, short/long term disability, and participation in a 401(k) plan (with company matching).

• The Company offers a minimum of 10 vacation days for new employees, sick time based on state regulations, 8 company-paid holidays, and 2 personal holidays annually.

• This position will also qualify for participation in the Company’s profit-sharing bonus program.

• Sales roles may have the opportunity to engage in the business commission plan.