Account Manager, Software Sales
Quick Summary
Account Manager – ERC Software Sales Reports to: Group Director, Sales – Learning & Development BAI and RMA have come together as ProSight Financial Association, a leading industry organization whose purpose is to empower financial services leaders to strengthen and advance our industry.
Plan and organize work schedule to call prospects to close sales daily. Research/profile financial vertical nationwide to identify and penetrate top prospects.
Bachelor's degree required A minimum of 2 years’ experience in an inside sales role and direct experience in business-to-business solutions selling Experience in either selling or servicing clients in the financial space A desire to grow a territory…
- Plan and organize work schedule to call prospects to close sales daily.
- Research/profile financial vertical nationwide to identify and penetrate top prospects.
- Develop account strategies and a network of contacts at various levels/functional responsibility within each organization in the assigned territory.
- Follow leads through all stages of the sales cycle -- lead generation, proposal, negotiation, closing and post-sale follow-up.
- Conduct a needs assessment and develop recommendations/proposals.
- Demonstrate technology products and solutions over the phone and Internet.
- Stay attuned to market trends, competition, customer needs, pricing and other factors that may impact sales and growth.
- Provide prospects with information and advice on BAI products and services.
- Manage and maintain a sales funnel to achieve steady growth within assigned territory.
- Provide realistic sales forecasts to facilitate growth.
- Manage contract negotiations, service requirements and details to close the sale.
- Manage territory, sales cycle and customers in CRM system.
- Bachelor's degree required
- A minimum of 2 years’ experience in an inside sales role and direct experience in business-to-business solutions selling
- Experience in either selling or servicing clients in the financial space
- A desire to grow a territory by generating new business through prospecting
- Experience organizing and managing an assigned territory
- Strong organizational skills and the ability to work in an independent, self-directed environment
- Experience in a high-volume, telephone-based selling environment
- Experience selling products in a Software as a Service (SaaS) business model a plus
- Experience in the financial services industry a plus
- Demonstrated success creating leads and sales through prospecting
- A history of meeting or exceeding assigned sales quotas for new business
- Technologically savvy, with extensive use of the Microsoft Office suite and ability to learn and demonstrate proprietary systems
- Demonstrated high-energy, tenacity and dedication to excellence as a sales professional
- Motivated by an internal desire to win and a desire to increase your own personal wealth
Location & Eligibility
Listing Details
- Posted
- January 6, 2025
- First seen
- May 6, 2026
- Last seen
- May 23, 2026
Posting Health
- Days active
- 17
- Repost count
- 0
- Trust Level
- 26%
- Scored at
- May 23, 2026
Signal breakdown
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