Hybrid Account Executive – SMB

Posted 2 months ago

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About the role

  • Account Executive managing sales efforts for compliance SaaS solutions, helping financial firms with regulatory challenges.

Responsibilities

  • Prospect within your assigned territory in order to build a pipeline and achieve sales goals
  • Lead demos showcasing our Comply Platform, illumis, and Comply for RIA online compliance software applications and other products and services to prospective clients
  • Accurately maintain your pipeline and provide reliable forecasts
  • Utilize your creativity and drive to build relationships and close business
  • Attend various sales events including meetings, seminars, and training
  • Track and forecast all activities via Outreach and Salesforce CRM

Requirements

  • 2+ years of sales experience, ideally in financial services, SaaS or FinTech
  • Ability to quickly understand our solutions in order to sell effectively
  • Proven track record of closing new business over a sustained period and exceeding sales targets
  • Enthusiasm for helping our clients improve their business
  • High level of self-motivation and organization with strong attention to detail
  • Attention to detail, great communication skills and the ability to collaborate and build relationships both internally and externally
  • Proficient with a standard SaaS sellers tech stack (SFDC, Outreach, Sales Navigator, etc.).
  • Bachelor's degree in business, marketing or a related field preferred

Job title

Account Executive – SMB

Job type

Experience level

JuniorMid level

Salary

$50,000 - $55,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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