Senior Sales Account Executive, Core Field Sales

This is a fully remote position, open to applicants in Illinois, +3 more states.

📋 Description

• Surpass activity, pipeline, and revenue goals.

• Seek out new opportunities and engage in marketing initiatives, trade exhibitions, and conferences.

• Conduct research on accounts, pinpoint key stakeholders, and generate interest.

• Comprehend and validate the goals and functional requirements of prospective customers.

• Facilitate meetings with C-level executives and other significant stakeholders.

• Oversee a complex sales process from the discovery phase to closing.

• Organize and manage all sales activities, including the sales consulting resources used throughout the sales cycle.

• Relay deal information to management.

• Provide accurate forecasts of the sales pipeline.

• Address revenue recognition matters and finalize deals.

• Maintain customer records, including use cases, purchase timelines, next steps, and forecasts in Salesforce.com.

• Collaborate with Solution Consultants, Professional Services, Sales, Legal, Accounting, Operations, Data Specialists, Product Managers, Marketing, and Senior Management.

⛳️ Requirements

• Bachelor’s degree required.

• Demonstrated ability to consistently surpass sales and revenue targets.

• Strong understanding and application of Solution Selling methodology.

• Familiarity with the securities industry and its terminology.

• Experience with wealth management technology is advantageous.

• Exceptional presentation skills.

• Superior written and verbal communication abilities.

• Excellent organizational capabilities.

• Leadership skills to inspire and coordinate resources.

• Proficient in Microsoft Office and Salesforce.

🏝️ Benefits

• Comprehensive medical, dental, and vision coverage.

• 401(k) plan with company matching contributions.

• Paid time off.

• Paid holidays.

• Parental leave.

• Opportunities for professional development reimbursement.