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
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