Sales Executive

Posted about 1 month agoViewed

View full description

💎 Seniority level: Executive, At least 5 years

📍 Location: USA

🔍 Industry: Financial services

🏢 Company: Altruist👥 101-250💰 $169,000,000 Series E 8 months agoFinancial Services Asset Management FinTech

🗣️ Languages: English

⏳ Experience: At least 5 years

🪄 Skills: Business DevelopmentData AnalysisGoCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingMicrosoft OfficeNegotiationAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitasking

Requirements:

At least 5 years of experience as an independent financial advisor or in sales at B2B financial services, fintech, or SaaS.
Proven track record of meeting or exceeding sales quotas.
Strong consultative sales skills and the ability to understand complex product features quickly.
Technologically savvy with modern tech stacks like Google Suite, Salesforce, etc.
Openness to feedback and determination to succeed in adverse conditions.
Creative problem-solving skills.

Responsibilities:

Deliver results; demonstrate core values to achieve individual quarterly and annual quota while supporting the sales team.
Quickly develop a deep understanding of the Altruist platform and its features.
Build trust with advisors, educate them, and guide their buying process.
Capture advisor feedback to inform company priorities.
Contribute to systematic growth and maintain accurate records in Salesforce.
Demonstrate coachability by applying feedback from sales leadership.

Apply

Related Jobs

Apply

🔥 Sales Executive - Managed Services / MaaS

Posted 3 days ago

📍 Texas

🧭 Full-Time

🔍 Managed services and technology solutions

🏢 Company: Ensono

Must be located in Texas - Dallas is preferred.
5-10 years of sales experience.
A minimum of 3-5 years of selling technology/managed service solutions.
Must be organized, analytical, creative, and adaptive.
Proven track record of achieving and over-achieving sales goals.
Experience in managing, reporting, and accurately forecasting sales pipelines.
Excellent written and verbal communication skills.
Experience in managing and closing complex sales opportunities.
Proven success in managing client opportunities with multiple lines of business.
Proven ability to influence cross-functional teams without direct line authority.
Experience in working with managed services, hosting, mainframe, security, and outsourcing.
Broad relationship development and networking experience.
Ability to cultivate strong client relationships with senior business and IT staff.
Ability to technically consult with C-level executives.
Demonstrated experience at increasing deal close rates.
Ability to articulate technology and product positioning from a business perspective.
Demonstrable success in selling services to Global Financial Services organizations.

Proactively identify new revenue opportunities and relationships to drive account and revenue growth.
Create new and sustain existing senior relationships.
Promote and drive client relationships by providing thought leadership and consultation.
Drive contract negotiations for new business in partnership with Legal.
Work closely with Sales Engineering and the customer on solution, value, and pricing scenarios.
Responsible for developing and delivery of prospective client proposals.
Represent Ensono at field events such as conferences, seminars, etc.
Communicate effectively with diverse audiences, recognizing business and product terms.
Challenge current assumptions to drive results and innovation.
Manage and track the progress of assigned territory.

Cloud ComputingCybersecurityNegotiationAccount ManagementClient relationship managementSales experienceStrategic thinking

Posted 3 days ago

Apply

🔥 Sales Executive

Posted 7 days ago

📍 Argentina, USA, Mexico, Brazil

🧭 Full-Time

🔍 Data Products and Machine Learning

University degree in Engineering, Business, Economics, or a related field.
5+ years of experience in technical sales pipelines.
5+ years of direct consulting experience.
1+ years of management experience managing a small team.
Basic English communication skills, both oral and written.
Intermediate++ skills in opportunity qualification and contract negotiation.
Experience with Google Suite or similar tools.
Familiarity with open communication tools such as Slack and ClickUp.
Knowledge of at least 1 CRM system and customer service or marketing tools.

Collaborate on ongoing sales opportunities and respond to client RFPs.
Provide feedback for marketing communications and participate in networking activities.
Utilize CRM tools biweekly to track sales pipeline progress.
Draft consulting work proposals and update contracts monthly.
Build relationships with clients and track project economics.
Support the COO and operations leadership with analysis for decision-making.

AWSBusiness DevelopmentData AnalysisGCPSalesforceAccount ManagementMarket ResearchLead GenerationCRM

Posted 7 days ago

Apply

🔥 Sales Executive - SaaS (Central)

Posted 13 days ago

📍 AL, AZ, CA, CO, CT, FL, GA, ID, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

🧭 Full-Time

🔍 SaaS, Storage, Marine and RV/Campground

🏢 Company: Storable

We are interested in speaking to individuals with varying levels of experience.
New customer acquisition experience.
Experience selling to all levels of management.
Self-motivated and able to work at a fast pace.
Demonstrated success in relationship management.
Tech-savvy with the ability to understand, interpret, and present solutions and data with a consultative approach.
Quick grasp of new concepts, openness to change, and a proactive problem-solving attitude.
Excellent communication and presentation skills, with the ability to actively listen for understanding and influence outcomes.
Proven track record of providing excellent client service.
High integrity, self-starter, strong work ethic, and a high level of energy.
Compelling and articulate speaker in a variety of settings.

Prospect to generate opportunities, call for meetings, attend meetings, lead presentations and close the sale.
Make presentations to groups with various objectives.
Master the full sales cycle & sales processes.
Communicate with leadership and other Sales Executives in specific sales techniques or processes.
Demonstrates persistence, overcomes obstacles, and strives to improve skills and achieve goals.
Document details of opportunities, meetings, and follow-ups.
Foster strong relationships with the customer base.
Become a leader in the space.
Attend industry functions on occasion.
Accurately forecast attainment on a weekly and monthly basis.
Support specific marketing programs, lead generation campaigns, and targeted sales activities.
Stay abreast of industry and market trends.

Presentation skillsExcellent communication skillsRelationship managementSaaS

Posted 13 days ago

Apply

🔥 360 Sales Executive (Remote)

Posted 14 days ago

📍 Canada, United States

🔍 Software-as-a-service

1-2 years of B2B sales experience - industry agnostic.
Proven track record in a high-volume sales environment.
Ability to generate demand, build a sales pipeline, and close new business.
Strong questioning, listening, and presentation skills.
Contribute positively to team culture.
High achievement orientation.
Creative and innovative thinking.
Excellent writing, presentation, communication, and demonstration skills.

Respond in a timely and efficient manner to all assigned leads.
Prospect for new named accounts, meetings with set KPI’s and bookings targets.
Develop original ideas and collaborate with marketing to execute campaigns focused on driving demand.
Develop and maintain an opportunity pipeline of 3-4 times your sales quota.
Develop a recurring book of business aimed at converting accounts to annual subscriptions.
Conduct customer-focused sales presentations largely over web-conference calls.
Make onsite sales calls on an opportunistic basis in Canada and the United States.
Create and deliver quotations and presentations to prospects, and manage responses to RFIs, RFPs, security questionnaires, and legal comments.

NegotiationPresentation skillsAccount ManagementSales experienceLead GenerationCRMSaaS

Posted 14 days ago

Apply

🔥 Personal Insurance Sales Executive- must live in Little Rock Territory

Posted 15 days ago

📍 Little Rock, AR

🧭 Full-Time

💸 91800.0 - 151600.0 USD per year

🔍 Property casualty insurance

🏢 Company: external

Five years of sales experience or insurance industry experience preferred.
Bachelor's Degree preferred.
Intermediate knowledge of agency diagnostics.
Advanced ability to influence the sale and advise agents.
Strong relationship management and communication skills.

Responsible for managing and developing a mid and/or moderately complex group of agency assignments.
Optimize growth potential of independent agents while prospecting and appointing new agencies.
Exceed or meet year over year growth and profit objectives.
Develop competitor intelligence and collaborate on agency management decisions.
Provide agent support, identify cross-sell opportunities, and execute marketing plans.

Communication SkillsMicrosoft ExcelProblem SolvingCustomer serviceMicrosoft OfficePresentation skillsRelationship managementSales experience

Posted 15 days ago

Apply

🔥 Microsoft Financial Services Sales Executive

Posted 24 days ago

📍 United States

🧭 Full-Time

🔍 Financial Services

🏢 Company: HSO👥 1001-5000 Information Technology

Degree in Business, Computer Science, Finance or a related discipline or equivalent education.
4+ years of experience in selling Microsoft Business Applications and/or Cloud or related services.
Prior consulting, business analyst, implementation, or product support experience related to Microsoft Business Solutions.
Strong and established Financial Services client base.
Proven ability in closing business for technology sales within the Financial Services sector.

Position HSO in our Financial Services industry (banking, credit unions, capital markets, and insurance) prospecting, qualifying, consultative selling and closing new business.
Develop and manage all phases of the sales cycle including prospecting, qualifying, consultative selling and closing new business.
Lead introductory meetings with a consultative sales approach to solve client problems and position the value of HSO.
Develop strategic accounts and execute sales strategies.
Collaborate with delivery and pre-sales teams to align proposed solutions with client needs.

Cloud ComputingMicrosoft DynamicsNegotiationRelationship managementSales experienceLead Generation

Posted 24 days ago

Apply

🔥 Sales Executive

Posted 25 days ago

📍 Pittsburgh, Pennsylvania, Missouri City, Texas, Kentucky, Arkansas, Indiana, Pennsylvania, State Line, South Carolina

🔍 Aluminum coils and sheets industry

🏢 Company: Khibraty

Proven experience in sales and business development, particularly in the aluminum coils and sheets sector.
Strong understanding of the aluminum industry and market dynamics.
Excellent communication and negotiation skills.
Proficiency with CRM tools to manage customer relationships and sales pipelines.

Develop and execute strategic sales plans to grow market share in aluminum coils and sheets.
Identify and pursue new business opportunities while maintaining strong relationships with existing clients.
Act as a key point of contact for customers, delivering exceptional service and fostering long-term relationships.
Meet and exceed sales targets, providing regular reports on progress and market trends.

Business DevelopmentClient relationship managementSales experienceCRM

Posted 25 days ago

Apply

🔥 Sales Executive

Posted about 1 month ago

📍 West Coast of the United States

🧭 Full-Time

💸 80000.0 - 85000.0 USD per year

🔍 Manufacturing

Possess Subject Matter Expert (SME) knowledge of Redzone’s products/services.
Minimum of 1.5 years’ experience in outside sales, preferably in the manufacturing sector or selling SaaS.
Ability to negotiate successfully and possess necessary marketing skills.
Fast learner and quick thinker.
Self-motivated, goal-oriented, with a desire to meet sales quotas.
Ability to prepare presentations and communicate ideas clearly.
Ability to engage confidently with C level executives and decision makers.
Advanced knowledge of MS Office and applicable CRM.
Strong written and verbal communication skills.
Ability to manage multiple deadlines and tasks.
Excellent interpersonal and organizational skills.

Manage full sales cycle from initial lead generation to negotiation and closure.
Meet with potential sales clients to determine business needs.
Stay current with industry specific trends and competitors.
Research and recommend prospects for new business opportunities.
Develop opportunities and expand customer relationships.
Generate new business sales within the manufacturing sector.
Build and maintain relationships with prospects and clients.
Identify improvements and recommend sales strategies.
Collect, analyze information, and prepare data and sales reports.
Attend training workshops and events for professional development.

Project ManagementBusiness DevelopmentProject CoordinationGoCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingMicrosoft OfficeNegotiationAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitaskingMicrosoft Office SuiteCoachingMS OfficeCRM

Posted about 1 month ago

Apply

🔥 Enterprise Sales Executive (SaaS)

Posted about 1 month ago

📍 United States

🧭 Full-Time

🔍 SaaS, Fintech

🏢 Company: Symmetrio

Bachelor’s degree.
8+ years of B2B SaaS sales experience, preferably in a tech startup selling into finance.
Knowledge of ARM and 1st and 3rd party debt collection.
Previous experience selling Fintech solutions across multiple verticals.
Knowledge of values-based and ROI selling.
Technical acumen to articulate complex technical products to prospects.
Strong business acumen and persuasion and influence skills.
Excellent written and oral communication and presentation skills.

Develop and execute comprehensive sales strategies targeting enterprise clients in specific market segments.
Identify business challenges through discovery sessions and build relationships with stakeholders at all levels.
Collaborate with solutions teams to deliver customized product demonstrations and craft compelling business cases.
Negotiate contracts and lead the sales process to close high-value deals, ensuring a seamless handoff to post-sale teams.
Maintain strong, strategic client relationships with clear communication channels and escalation paths.
Drive the sales process from proposal to contract signing, collaborating with internal teams to manage pricing, terms, and deal structures.
Manage a robust pipeline to meet revenue goals and ensure a streamlined sales cycle.

Business DevelopmentGoCommunication SkillsCollaborationNegotiationAccountingPresentation skillsWritten communicationNegotiation skills

Posted about 1 month ago

Apply

🔥 Enterprise Software Sales Executive - Consulting

Posted about 1 month ago

📍 United States of America

🧭 Full-Time

🔍 Enterprise software sales for Consulting/Professional services

🏢 Company: intapp

Bachelor's Degree.
Relevant business experience and/or software sales track record in consulting/accounting firms is a bonus.
Proven track record of selling experience into professional services and/or regulated industries.
Proven track record of meeting and exceeding sales goals.
Strong communication skills with the ability to engage at the executive level.
Experience maintaining CRM data for strategic accounts.
Strong analytical skills and understanding of AI preferred.
Efficient time management and organizational skills.
Self-starter with strong integrity.

Engage and build relationships with all current and potential customers in the defined territory.
Educate clients about Intapp products and solutions to raise awareness.
Identify and aggressively develop a pipeline of opportunities using the Intapp Sales Methodology.
Meet and exceed sales goals for new sales and add-on sales/upgrades.
Support client success projects and improve relationships with clients.
Lead Account Management to ensure Annual Renewals of Client Agreements.

Business DevelopmentCommunication SkillsAnalytical SkillsAccountingOrganizational skillsTime ManagementRelationship building

Posted about 1 month ago

Apply

Sales Executive

Requirements:

Responsibilities:

Related Jobs

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities

🔧 Requirements

💡 Responsibilities